Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities: The Tax... Manager for Registered Investment Companies (RICs) will be... research, and managing expectations with tax partners. The role involves handling billing and work-in-progress (WIP) management, reviewing tax returns, and... managing tax workflow...
Title **Members Only** Senior Relationship Manager Job Responsibilities - Acts as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients... achieve their financial goals. - Leads, coordinates, advisory team, including trust, investment, and planning strategists, based......
tax experience, and a strong understanding of business entity structuring, real estate investment vehicles, and succession planning... for closely held businesses. We offer a competitive salary and benefits package in a welcoming and collaborative work environment. Responsibilities:...
Title: KPB Trust Officer Job Responsibilities: The KPB Trust Officer is responsible for executing fiduciary responsibilities on behalf of the company as a corporate fiduciary. This involves the administration and post-death settlement of fiduciary accounts, providing expert trust and estate administration, and...
focusing on the private equity and investment management practice area as... well as other transactional areas such as real estate, corporate and M&A, and finance. - Work collaboratively with a multi-disciplined team including content developers, product planners, external consultants, IT specialist...