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...
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...
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. -...
Bankruptcy Analyst I Job Responsibilities The Bankruptcy Analyst I is tasked with overseeing and ensuring the accuracy and timeliness of the bankruptcy process from filing to release. This involves managing activities related to bankrupt accounts, which include but are not limited...