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Trust Officer - Manage fiduciary and investment management accounts for high-net-worth clients and beneficiaries in multi-generational families Salary: - Competitive salary based on experience and qualifications - Comprehensive benefits package including health, dental, and vision insurance, retirement plans, and...
Strategies Advisor - Responsible Growth at Bank of America Key Responsibilities: - Leads the wealth planning engagement process with clients from start to finish - Develops holistic, integrated planning strategies for high- and ultra-high net worth clients - Expands...
Manager - Trust & Estates Responsibilities: Maintain steady contact... with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
$120,000 - $150,000 per year Department: Company Company: Bank of America Experience: Minimum 5 years of trust administration and estate planning experience Senior Trust Officer - Manage Fiduciary & Investment Accounts for High-Net-Worth Clients Job Description: At...
Strategies Advisor Salary: Competitive Job Title: Wealth Strategies Advisor Experience: Minimum 7 years of planning-related work experience desired Company: Bank of America Responsible Growth: - Ensuring a diverse and inclusive workplace for all employees - Offering competitive benefits to...
Senior Staff Attorney - Private Clients ## Overview Law Firm's private clients practice helps clients protect and administer family wealth, and plan for the transmission of wealth to family members and charities, with sophisticated but practical tax advice...
The candidate will contribute to the growth of practice, including business immigration, real estate, corporate and trust....
Manager - Trust & Estates Responsibilities: Maintain steady contact... with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of...
Lateral Partner, Taxation & Estates The candidate should have... extensive experience in complex trust and estate planning and administration, including fiduciary tax and accounting, gift and estate tax return preparation, estate controversies and audits and complex valuation issues. Must have...
The candidate should preferably have or above (unified enrollment; first-tier universities); overseas background and a . degree; Have lawyer practicing qualification; qualification in other regions or countries would be an asset; At least 3 years of working experience as...