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Full-time 2 views Experience : Min 8 yrs required

Title:** Senior Counsel - Trusts and Estates **Job Responsibilities:** - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of legal compliance and risk...

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Posted On Aug 24, 26
Full-time 8 views Experience : 3-5 yrs required

merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans. - Assist in identifying compliance issues in qualified retirement plans, calculate corrections, and...

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Posted On Aug 17, 26
Full-time

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, including planning and execution of client tax engagements. - Collaborate with specialists regarding state and local taxation...

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Full-time Experience : 7-10 yrs required

Title: Senior Counsel - Financial Transactions and Corporate Affairs Job Responsibilities: The Senior Counsel provides strategic, practical, and business-oriented legal advice to the company, its subsidiaries, affiliates, and shared services entities. This role encompasses a wide range of transactional, commercial, corporate, governance,...

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Full-time Experience : 7-10 yrs required

Title: Counsel / Senior Counsel - Financial Transactions and Corporate Affairs Job Responsibilities: - Serve as the primary legal advisor to the Capital Markets function, focusing on debt facilities, bond issuances, guarantees, risk-sharing arrangements, impact investment structures, equity and quasi-equity investments, and...

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Posted On Aug 17, 26
Full-time 2 views

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

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Full-time 4 views Experience : 5-10 yrs required

- Run the legal entity management program, supervising two employees responsible for subsidiary governance. - Advise on Directors' fiduciary duties under Delaware law.... - Oversee the work of certain Boards or Committees. - Draft materials for Boards and Committees...

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Full-time 4 views Experience : Min 15 yrs required

Senior Vice President, General Counsel Job Responsibilities: Revenue & Sales Enablement: - Act as a commercial catalyst by partnering with Sales and Product teams to streamline the "Lead-to-Cash" process. - Lead negotiations for high-stakes SaaS contracts, IP licensing, and technology transactions. - Establish standardized contract...

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Posted On Sep 11, 26
Full-time 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 Experience : Min 8 yrs required

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide substantial expertise with Individual Retirement Accounts (IRAs), acting as the primary resource on this subject. - Advise operations and sales personnel on laws, including the...

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Posted On Sep 11, 26
Full-time 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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Posted On Aug 20, 26
Full-time Experience : Min 5 yrs required

wealth transfer planning, and tax compliance. - Manage and oversee the engagement team focused on Partnership, S Corporation or C Corporation as well as Individual and Fiduciary taxation, which includes planning... and executing client tax engagements. - Collaborate with specialists regarding Es...

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Posted On Sep 11, 26
Full-time 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 7 views Experience : 3-10 yrs required

Title: Principal Vice President, Legal and Compliance Job Responsibilities: - Serve as In-House Counsel, providing legal advice related to the credit union’s ordinary course activities, including lending, operations, vendor and member-facing contracts, governance, employment-related matters, and regulatory issues. - Review, draft, and negotiate...

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

Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. - Develop and deepen client relationships through needs-based, high-level client service and delivery of the full suite of wealth solutions. -...

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Posted On Jul 12, 26
Full-time 1 views Experience : 6-6 yrs required

integrate tax efficiency with long-term tax planning strategies. Key responsibilities include: - Presenting federal and state income tax returns and strategizing for clients. - Working with various business entities such as corporations, partnerships, trusts, estates, fiduciary, and foundations. - Identifying industry/client... tax pla...

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