Title: Trust Officer Job Responsibilities: - Administer an assigned book of client trust accounts with proficiency and sound judgment in exercising fiduciary discretion. - Serve as the primary point of contact for clients on the trust account relationship, ensuring regular communication and overall...
Solutions, Trust & Estates Associate Job Responsibilities: As a Trust Administrator... within the Global Trusts & Estates Practice at the company, you will play a pivotal role in the delivery of Trusts and Estates services. Key responsibilities include: - Collaborating with the Account...
Job Title: Tax Credits & Incentives Advisory... Senior Manager - Cost Segregation Job... Responsibilities: As a Tax Senior Manager in the... Tax... Credits & Incentives Advisory... comprising CPAs, engineers, and tax law experts. The role... involves managing and executing cost segregation, fixed...
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As... and Local Tax (SALT) Senior Manager at the company,... of the National Specialty Tax Practice. Your role involves... collaborating closely with the National SALT Practice Leader to implement various SALT initiatives. You...
Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is tasked with providing consistent and tactical employee relations consultation to managers and employees. This involves resolving employee issues and advising on conflict resolution, disciplinary actions, and termination processes. The...
trust documents for legal, tax, administrative, and investment issues,... coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with...
Job Title: Director, Senior Trust Officer Job Responsibilities: - Serve... as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by...
play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. -... Making recommendations on how the company should ex...
Job Title: Wealth Strategist Senior - **Members Only** Job Responsibilities: - Develop,... on, and implement comprehensive tax, estate, and financial plans... Retain, expand, and deepen existing client relationships by conducting thorough research and developing detailed tax, estate, and financial analyses... and plans. - Pr...
Job Title: Senior Practice Manager, Corporate Job Responsibilities: Practice... delivery and performance. - Evaluate new business intake requests for strategic and financial risk, recommend mitigation measures, and collaborate with Firm Counsel to support client acceptance decisions. - Oversee talent development by managing associate perf...
Job Title: Tax Manager, Specialized Tax Services... Partnerships Job Responsibilities: The Tax Manager, Partnerships plays a... advising clients on the tax implications of their business... analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations.... The respon...
Job Title: Senior Manager, Accounting Methods Job Responsibilities: The... Senior Manager in the Accounting... in optimizing their federal tax accounting methods, including IRC... role involves identifying federal tax benefits and correcting federal... tax exposures for both public... and private companies across various...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift...
Title: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of...
trust documents for legal, tax, administrative, and investment issues,... ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment decisions, collaborating with investors to ensure the...
Management Trusts & Estates Tax Operations, Vice President Job Responsibilities: -... matter expert for fiduciary tax matters. - Support global trust... teams on all tax matters including estate and... gift tax, generation-skipping transfer tax, fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and present... tax...
matter expert for fiduciary tax matters. - Support global trust... teams on tax matters including estate and... gift tax, generation-skipping transfer tax, fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and present... substantive tax training to the Trusts......
Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is tasked with delivering consistent and tactical Employee Relations consultation to both Managers and Employees across Canada and the US. The role involves resolving employee issues and advising on employee...