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United States
Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy fiduciary Partnership private client Taxation
Job Tags:
Energy fiduciary Partnership private client Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: - Review annual employee benefit tax returns and unrelated business income tax returns for a diverse client base. - Review relevant state income tax returns and annual state charitable registration forms. - Research and resolve tax-exempt...

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Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

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 Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

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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Posted On Aug 27, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters

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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Posted On Aug 04, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

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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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage estate and trust administration matters. - Prepare fiduciary accounts and estate and... inheritance tax returns. - Guide Medicaid spend-down strategies and application processes. - Repres...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

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 Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

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 Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Title: Wealth Strategist II Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subjects. - Partner in acquiring new clients and retain, expand, and deepen existing relationships. -...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy fiduciary Partnership private client Taxation
Job Tags:
Energy fiduciary Partnership private client Taxation

Title: Not for Profit Tax Manager Job Responsibilities: As a Not-for-Profit Tax Manager, you will be an integral part of the Tax Services Group at the company. Your primary responsibilities will include: - Leading and supervising all aspects of tax engagements for...

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Posted On Sep 25, 26
Full-time 1 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...

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Posted On Oct 01, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters

settlement strategies while ensuring adherence to company policies. - Investigate, analyze, and evaluate coverage for Employment Practices and Third Party Liability claims. - Develop expertise in Fiduciary Claims. - Attend mediations and... monitor trials as necessary. - Draft coverage correspondence on primary claims, negotiate...

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Posted On Sep 18, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Energy fiduciary Partnership private client Taxation
Job Tags:
Energy fiduciary Partnership private client Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: - Reviewing annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base. - Reviewing relevant state income tax returns and annual state charitable registration forms....

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Posted On Sep 30, 26
Full-time 1 views
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements corporate governance corporate transactions data privacy Data Protection Deferred Compensation employee benefits Employment Law equity Equity Compensation ERISA fiduciary HIPAA Insurance M&A pension RICO Severance social security title
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements corporate governance corporate transactions data privacy Data Protection Deferred Compensation employee benefits Employment Law equity Equity Compensation ERISA fiduciary HIPAA Insurance M&A pension RICO Severance social security title

Title: Senior Corporate Counsel, Benefits and Executive Compensation Job Responsibilities: The Senior Corporate Counsel, Benefits and Executive Compensation at the company will provide essential legal guidance on matters pertaining to employee benefits and executive compensation. This encompasses ensuring compliance with laws such...

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Posted On Oct 01, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters

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 Jul 02, 26
Full-time 7 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

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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Posted On Aug 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

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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Posted On Aug 27, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters

complex specialty insurance lines. - Draft, review, and negotiate policy forms and endorsements across 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 bus...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

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 Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current planning tools landscape to identify gaps...

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