Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts specifically designed for high-net-worth clients and beneficiaries, which often involves multi-generational families. The primary responsibilities include: - Overseeing the administration and...
Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on AI and emerging technologies during research, development, and design phases, ensuring legal compliance and embedding intellectual property (IP) and data protection from inception while supporting strategic alignment. - Advise on legal, ethical,...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Conducting high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...
individuals, businesses, partnerships, or trusts, ensuring accuracy, compliance, and... completeness of documentation. - Provide guidance to tax preparers on tax matters and act as a technical resource for complex tax questions. - Interface frequently with client personnel to review and apply accounting...
Title: Tax Senior Manager, Business Management Job Responsibilities: - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients, and all their related entities. - Conduct online tax research. - Perform necessary accounting...
Title: Project Contract Attorney Job Responsibilities: 1. Contract Management: - Manage the lifecycle of the client contract from inception through completion, including monitoring performance, compliance, modifications, and extensions. - Ensure compliance with contractual obligations and assist with the management of any contract...
Title: Customer Success Manager (Legal AI Solutions) - Courts Job Responsibilities: 1. Strategic Relationships: Engage regularly with government executives to understand their goals and provide strategic guidance, acting as their trusted advisor throughout the customer journey. 2. Customer Success Plan: Jointly create success...