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United States
Posted On Sep 30, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

CQA Lead Analyst - Fiduciary Job Responsibilities The Compliance... Quality Assurance (CQA) Lead Analyst is tasked with overseeing the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities for...

Posted On Sep 22, 26
Full-time Experience : Min 6 yrs required
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Lead Testing Analyst - Fiduciary Oversight and Testing Job Responsibilities: The... Compliance Quality Assurance (CQA) Lead Analyst is tasked with the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities include: -...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

Title: Tax Manager - Fiduciary Services Job Responsibilities: As a... Tax Manager, you will lead federal tax compliance and consulting engagements for a diverse portfolio of clients. You will serve as a trusted advisor, working directly with client stakeholders, managing engagement...

Posted On Jul 10, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Corporate - Compliance Corporate - M&A Corporate - Contract Law Corporate - General
Job Tags:
corporate compliance corporate governance Ethics federal government fiduciary finance Government Insurance performer Practice of Law
Practice Area:
Corporate - Compliance Corporate - M&A Corporate - Contract Law Corporate - General
Job Tags:
corporate compliance corporate governance Ethics federal government fiduciary finance Government Insurance performer Practice of Law

Job Title: Deputy General Counsel - Corporate Governance ## Job Responsibilities: - Advise on corporate governance matters, including subsidiary management, board and committee materials, corporate policies, and internal approvals. - Provide legal support for all corporate initiatives, including subsidiary formation and dissolution, intercompany...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

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...

Posted On Aug 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
family fiduciary mortgages Taxation title Wills
Job Tags:
family fiduciary mortgages Taxation title Wills

Senior Trust Officer Job Description: Job Title: Senior Trust Officer Job Responsibilities: - Professional trust administration within the scope of the governing document and in accordance with applicable state law. - Provide proactive solutions to client needs and deliver prompt, professional communication to clients and...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
Bank Secrecy Act equity estates Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension regulatory compliance stage Taxation trusts wealth management
Job Tags:
Bank Secrecy Act equity estates Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension regulatory compliance stage Taxation trusts wealth management

and servicing of assigned fiduciary and investment management accounts.... This role may include Relationship Management responsibilities as well as product specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The officer will likely work as...

Posted On Sep 16, 26
Full-time 2 views Experience : 10-10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
acquisitions Affirmative Action Affordable Care Act agreements children COBRA contracts Deferred Compensation directors divestitures due diligence employee benefits Employee Benefits Law ERISA fiduciary finance FMLA hospitals Insurance Joint Ventures Litigation M&A mergers Mergers and Acquisitions physicians regulatory compliance
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
acquisitions Affirmative Action Affordable Care Act agreements children COBRA contracts Deferred Compensation directors divestitures due diligence employee benefits Employee Benefits Law ERISA fiduciary finance FMLA hospitals Insurance Joint Ventures Litigation M&A mergers Mergers and Acquisitions physicians regulatory compliance

General Counsel Job Title Associate General Counsel Job Responsibilities The Associate General Counsel provides legal services with a specialized focus on employee benefits, executive benefits, executive compensation, and related regulatory, transactional, governance, and litigation matters. This role serves as the principal legal advisor and...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Jul 22, 26
Full-time 2 views Experience : Min 9 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements antitrust asset purchase agreements Collective Bargaining confidentiality agreements corporate governance corporate transactions Disability Benefits divestitures due diligence equity fiduciary finance information technology Insurance Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Partnership private equity regulatory compliance
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements antitrust asset purchase agreements Collective Bargaining confidentiality agreements corporate governance corporate transactions Disability Benefits divestitures due diligence equity fiduciary finance information technology Insurance Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Partnership private equity regulatory compliance

Title: Associate General Counsel - Mergers & Acquisitions Job Responsibilities: The Associate General Counsel - Mergers & Acquisitions is tasked with overseeing the legal aspects of the entire transaction lifecycle for mergers, acquisitions, divestitures, joint ventures, minority investments, and other partnership arrangements....

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