Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Private Client & Tax Associate Job Responsibilities: - Draft sophisticated estate planning documents and multi-generational trusts. - Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning. - Educate clients on the implications of high-end...
powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. -... Draft and file court submissions such as petitions, inventories, and accountings. - Assist with trust funding, asset transfers, and coordi...
charge, pre-litigation, and litigation process as a member of the Labor and Employment practice group. - Support matter intake, maintain electronic matter management systems, identify matter custodians,... draft and issue legal holds, and assign counsel. - Provide end-to-end discovery support, including identificat...
- Lead the Client Management Process, ensuring a Branded... the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client... t...
network to achieve business development goals. Key responsibilities include leading the Client Management Process and collaborating across... the enterprise to provide a Branded Client Experience. This involves offering clients access to the full spectrum of Private Bank and company...
Title: Summer Analyst - Asset Management Division Experience: Pursuing... a Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Title: Federal Tax Manager, Asset Management (Remote option for... for a variety of asset management clients. - Work... as part of a multi-disciplinary team providing industry knowledge and experience. - Manage teams of tax professionals and assistants working on client...
Title: Federal Tax Manager, Asset Management Job Responsibilities:... for a variety of Asset Management clients - Work... as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on...
Manager, NYFS International Tax, Asset Management New York,... NY; Short Hills, NJ; Stamford, CT 121445 Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy...
Trusts & Estates Associate Opportunity at Top Law Firm in Hartford, CT H2: Join a Dynamic and Sophisticated Estate Planning Practice at Hinckley Allen Hinckley Allen, a top law firm in Hartford, CT, is seeking a Trusts & Estates...
Job Title Asset & Wealth Management Tax... Manager Job Responsibilities As an Asset & Wealth Management Tax... Manager at Company, the role primarily involves providing comprehensive tax services and guidance. The responsibilities include: - Supervising and developing team members to...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to deliver exceptional results. - Manage client service accounts and engagement workstreams, ensuring they align with client expectations. - Independently solve and analyze complex problems to produce top-quality...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: As an Asset & Wealth Management Tax... Director, you will play a pivotal role within the department's Financial Services Tax practice. This position involves working as part of a team of problem...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: The role of a Senior Manager in the Asset & Wealth Management -... Renewable Energy Tax division involves a combination of tax compliance and consulting services tailored to...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant at the law firm is tasked with managing, producing, and processing administrative and client-specific information to help the firm meet its business and client service objectives. The role...
and Estates Associate (Mid / Senior-Level) The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred....
ASSOCIATE - LAW FIRM POSITION Salary: Competitive, based on experience Experience: 4-8 years of corporate and transactional experience in a law firm setting **Members Only** is currently seeking a highly qualified associate to join our corporate and...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
services to banking and asset management clients. - Collaborate... as part of a multi-disciplinary team to leverage insurance industry knowledge and experience. - Oversee a diverse portfolio of clients of varying size and scope, acting as the primary point of...
providing insights and visibility into firm spending, resources, and asset data through the creation... of spreadsheets, reports, and dashboards. The role involves: - Communicating with suppliers to confirm order details, delivery schedules, and resolving any issues. - Maintaining accurate and up-to-date procu...
Title: Tax Manager - DART (Depreciation Analysis and Reporting Tool) Job Responsibilities: As a Tax Manager in the FTS-DART group at the company, your primary role will involve providing tax consulting and compliance services to a diverse clientele across various...
Title: Tax Senior - Global Information Reporting Job Responsibilities: As a Tax Senior Consultant within the Global Information Reporting practice at the company, you will engage in a variety of critical tasks aimed at enhancing international tax transparency within the financial industry....
clients while also serving banking and asset management clients. - Collaborate as... part of a multidisciplinary team to deliver insurance industry knowledge and experience. - Oversee a portfolio of clients of varying size and scope, acting as the primary contact for...
Local Tax (SALT) - Asset Management Salary Information:... **Members Only** complies with all local/state regulations regarding displaying salary ranges. Salary for this position is determined based on relevant factors such as skills, job responsibilities, prior experience, and market considerations....
Title: Financial Services - International Tax - Transfer Pricing - Manager Job Responsibilities: - Engage in all stages of the project lifecycle, taking on diverse responsibilities and enhancing skills and experience. - Translate information from various sources into quantitative and qualitative analyses to...
Title: Finance Assistant Job Responsibilities: Administrative - Provides administrative and logistical support for the Controller. - Processes time entries, invoices, and expense reports. - Assists the team in tracking compliance, month-end and year-end closes, and reporting requirements, along with internal and external deadlines. - Engages in...
Title: IT Administrator Job Responsibilities: - Serve as the first point of contact for IT support requests, managing and resolving tickets through the helpdesk system (JIRA). - Provide support for desktops, laptops, printers, copiers, and other office equipment. - Troubleshoot and resolve basic hardware...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. -...
needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, in...
providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise clients on their overall balance sheet, including asset allocat...
Title: Litigation Associate Job Responsibilities: As a civil litigation Associate Attorney at the law firm, your role will involve managing your own caseload from start to finish, which includes drafting pleadings, motions, and discovery requests while adhering to strict deadlines. You'll prepare...
Title: Transactional Paralegal Job Responsibilities: Document Management and Preparation - Draft, review,... and prepare transactional documents including purchase agreements, contracts, corporate resolutions, credit agreements, security documents, and closing documents. - Coordinate document execution and manage signature processes, including electronic signature platforms. - Maintain comprehensive transaction...
Investment Fund / Investment Management Associate Job Responsibilities: - Assist... in the formation and structuring of private investment funds, including private equity, venture capital, credit, and hedge funds. - Provide legal advice and guidance on investment adviser registration and compliance matters. - Draft...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects maintaining exceptional delivery - Build and maintain executive-level client relationships - Mentor and guide the...
Job Title: Asset & Wealth Management -... managing the tax impact on their business. The role includes advising clients on local and international tax affairs, acting as a strategic consultant on business analysis, working capital management, and profit sharing f......
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: - Provide strategic tax consulting services to clients, addressing both local and international tax obligations and implications. - Advise on business analysis, working capital management, and profit sharing for......
Job Title: Asset & Wealth Management -... Renewable Energy Tax Manager Job Responsibilities: - Advise clients on local and overseas tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit sharing for partners. - Assist organizations in understanding...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Manager Job Responsibilities: The position of Renewable Energy Tax Manager within the department involves providing clients with strategic tax consultation to manage their tax obligations effectively. The role encompasses advising clients on...
OverviewA law firm seeks a motivated Trust and Estate Planning Associate to join their dynamic legal team in New Haven, CT. This role offers the opportunity to work with high-net-worth clients and family offices, providing sophisticated estate planning and fiduciary...