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Posted On Aug 21, 26
Full-time 11 views Experience : 6-10 yrs required

Directors and Officers (D&O), Financial Institutions Errors and Omissions (E&O), Employment Practices Liability (EPL), Fiduciary, and Crime/Fidelity claims. - Manage... claims in accordance with Claim Handling Best Practices throughout all phases, including initial contact, claim investigation, coverage evaluation, reserving for exp...

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Full-time 1 views Experience : 1-5 yrs required

and processes. - Evaluate claim exposures and make substantive decisions, supporting other lines as needed. - Provide detailed analysis of coverage, liability, and damages for Public Directors & Officers (D&O), Fiduciary Liability, and Fidelity claims. -... Proactively identify and report on claim...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

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Full-time 1 views

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required

Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying... the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio... Oversight Group, Tax Services, Operations, and other stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior Trust Officers, and Trust Senior...

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Posted On Aug 18, 26
Full-time Experience : Min 8 yrs required

of complex high-net-worth individual, fiduciary, gift and estate, and... other tax returns, ensuring accuracy and alignment with strategic planning. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies that optimize wealth preservation,...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Not for Profit Tax Manager Job Responsibilities: - Review annual nonprofit information returns and unrelated business income tax returns for a wide-ranging Not-For-Profit practice, including public charities, private foundations, social welfare organizations, trade associations, and social clubs. - Prepare and review relevant...

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Posted On Jul 28, 26
Full-time 1 views Experience : Min 3 yrs required

valuation, settlement strategies, and ensure adherence to company policies. Experience with Fiduciary claims is considered an... advantage. - Attend mediations and monitor trials as necessary. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outside coverage counsel when...

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Posted On Jul 15, 26
Full-time 2 views Experience : 5-10 yrs required

valuation, settlement strategies, and ensuring adherence to company policies. Experience with Fiduciary claims is considered advantageous. -... Attend mediations and monitor trials as necessary. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outside coverage counsel when warrante...

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Posted On Sep 08, 26
Full-time Experience : Min 3 yrs required

appropriate valuation and settlement strategies while ensuring adherence to company policies. - Experience with Fiduciary claims is advantageous, though... not mandatory. - Attending mediations and monitoring trials as necessary to support claims management. - Drafting coverage correspondence on primary claims, negotiating complex co...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required

Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity with limited supervision. The candidate will be required to: - Review complaints, legal pleadings, discovery, arbitration demands, and conduct coverage analysis. - Determine exposure, set appropriat...

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required

and wealth transfer planning, including strategies such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and... compliance, specifically focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state, and local ta...

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Posted On Aug 17, 26
Full-time 1 views

wealth transfer, charitable and retirement planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements. - Collaborate with specialists regarding state and local taxatio...

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Posted On Aug 17, 26
Full-time Experience : Min 8 yrs required

transfer, charitable and retirement planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements that exceed client expectations and company profitability thresholds. - A...

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Full-time 1 views Experience : Min 5 yrs required

Liability Claims, including Public Company D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Conduct thorough... investigations, analysis, evaluation, and resolution of Management Liability claims with moderate supervision. - Prepare and present reports reflecting loss development, potential/actual financial...

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Full-time 1 views Experience : Min 6 yrs required

complex specialty insurance lines. - Draft, review, and negotiate policy forms and endorsements for management liability and specialty coverages, including D&O, EPL, Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political Risk. - Advise underwriters, product managers, and busine...

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Full-time 1 views Experience : Min 6 yrs required

complex specialty insurance lines including D&O, EPL, Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political Risk. - Draft, review, and negotiate policy forms and endorsements. - Advise underwriters, product managers, and business partners on coverage interpretation, surplus li...

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Full-time Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations, gather necessary information, and help clients take action. - Design and review personalized estate plans to...

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Full-time 7 views Experience : 3-7 yrs required

Liability Claims (EPL, D&O, Fiduciary, and Crime) for Private... and Non-Profit businesses based on Claim Guidelines. - Within authority limit, thoroughly analyze, investigate, negotiate, and resolve all levels of severity claims. - Selects, directs, and manages defense counsel including approval of budgets. -...

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Full-time 1 views Experience : 3-7 yrs required

Liability Claims, which include Employment Practices Liability (EPL), Directors and Officers Liability (D&O), Fiduciary Liability, and Crime claims... for private and non-profit businesses. The role involves: - Analyzing, investigating, negotiating, and resolving claims within authority limits while adhering to Claim Guid...

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