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Senior Manager Tax - Estates, Gifts, Trusts
The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by ...
Part-time Senior Counsel - Trust, Custody and ERISA
The candidate will support all lines of business in daily activities, decision-making, performance, and in the achievement of strategic initiatives and goals. Will support Fifth Third Institutional Services and its Retirement Plan Operations Division. Analyze and counsel on the intersection of ERISA, securities, insurance, tax and banking laws. Structure products and services offered to retirement plans and IRAs, investme...