concerning all aspects within the Bank’s full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support the... implementation of legal assessments, interpretations, recommendations, and opinions on laws, policies, and regul...
and blockchain products and services. - Advise the Digital Asset... Management team on the development and ongoing operations of asset management products and services involving digital assets and... blockchain technology. - Collaborate with colleagues across...
Title: Senior Legal Counsel Job Responsibilities: The role of Senior Legal Counsel primarily involves advising Fidelity’s defined contribution plan recordkeeping, administration, trust, and institutional business. The responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure, document and...
Title: Senior Legal Counsel - Merchandise Contracting Job Responsibilities: The Senior Legal Counsel - Merchandise Contracting is tasked with providing expert legal counsel and leadership in support of the company's Pharmacy Consumer Wellness (PCW) merchandise business. Key responsibilities include: - Negotiating, drafting, and...
Title: Estate Planning and Elder Law Paralegal Job Responsibilities: - Collaborate with attorneys to assist clients in developing comprehensive estate plans, including wills, trusts, powers of attorney, and advance directives. - Prepare and draft legal documents, including trust agreements, estate...
Consumer Finance Regulatory/Compliance Senior Counsel The... have experience working with financial institutions and consumer lenders,... navigating and developing compliance policies and procedures and disclosures, and advising clients on the various applicable statutes and regulations as they apply to their business....
Income Franchise Tax - Financial Services (Remote Option) Job Responsibilities:... - Assist multi-state companies with state and local tax issues, including compliance, advising, planning, controversies, and technical research. - Review information presented on state income tax returns and schedule K-1 before,...
Title: Wealth Management Tax Services Manager Job Responsibilities: - The Wealth... Management Tax Services Manager is responsible for... managing all aspects of tax compliance for highly complex accounts, including trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax...
tax compliance and advisory services to pass-through entities and... partnerships 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 projects. -...