Private Wealth Services Senior Manager
The candidate will be responsible for leading the practice and providing tax consulting services to our clients. Work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high value solutions and income, estate, and gift tax planning strategies to the high net worth market. Oversee the efforts of multiple client services teams on client engagements; plan, execute, direct, and c...
Associate - Tax Services
Duties: Serve as members of various client service teams. Receive both formal and on-the-job training to hone and develop their technical skills. In addition to the preparation of tax returns, associates also participate in the tax planning and consultation process for clients. Responsible for basic tax research.
Estate and Trust Tax Manager
The candidate will prepare and review complex gift, estate and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to our firmâ€™s high net worth clients for estate and individual income taxes. Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey oblig...
WM Senior Fiduciary Administrator 3
The candidate administers the client account in order to create, expand and service WM FMS relationships while managing the risk of those accounts. Responsible for making sound fiduciary judgments and recommendations. Duties may include: setting up, administering, terminating and distributing complex accounts of all types. Identifies customer needs and offers solutions. Develops knowledge of investment strategies, objectives, asset alloc...
Wealth Management Senior Fiduciary Administrator IV/Fiduciary Management Services Risk Manager
The candidate mitigates operating losses and fiduciary risk exposure within a FMS environment. Works closely with the FMS Director, Fiduciary Team Managers and team members within the FMS offices. Partners with field investment managers and other WM professionals to develop and expand business. Partners with WM professionals to identify and develop financial planning opportunitie...