Trust and Estate Planning Specialist
The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and... read more
The candidate will work directly with clients, building a relationship as a trusted tax specialist and advisor — the “go-to” tax professional. Will collaborate daily as part of... read more
The candidate will... book of trust and investment agency accounts for high... and the implementation of investment recommendations for new clients.... Will be responsible for ensuring an excellent client experience, including working with a team of specialists to...