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Full-time 2 views Experience : 3-5 yrs required

Title: Investments Counsel Job Responsibilities: - Provide legal advice and support in the review, negotiation, and documentation of commercial mortgage loan origination, servicing, workouts, and foreclosures. - Offer legal support in the review, negotiation, and documentation of real estate-related corporate facilities matters. - Provide...

Full-time 1 views Experience : 3-5 yrs required

and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts,... ILITs, G...

Full-time 3 views Experience : Min 8 yrs required

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

Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department...

Posted On Sep 14, 26
Full-time 26 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...

Posted On Sep 23, 26
Full-time 2 views Experience : 1-8 yrs required

Title: Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international tax compliance forms and collaborate with a dedicated international tax team. - Prepare analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate...

Full-time 1 views

or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers of attorney,... healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

Full-time 2 views Experience : Min 5 yrs required

Title: Counsel, Mergers & Acquisitions Job Responsibilities: - Provide legal counsel and support to the company on a wide range of corporate, transactional, and commercial matters, with a primary focus on mergers and acquisitions, strategic transactions, and complex commercial contracts. - Support the...

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