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... releases, accountings) prepared by external counsel prior to execution. Prepare annual ... sophisticated relationships. Communicate and recommend tax planning opportunities to create estate ... a working knowledge of the..
... both discretionary and directed; initiate investment management of the accounts by ... coordinating with Private Bankers and Investment Counselors and utilizing both internal ... utilizing both internal and external..
... various reports. Seek guidance on tax and administration issues. Help deliver ... and integrated solutions and strategies, investment management, trust and wealth planning ... ensure accurate cost basis and..
... applicable laws, including trust and tax law, estate planning techniques, financial ... planning, asset management and prudent investment principles. Seeks continued development of ... on NT’s products/services, emerging issues,..
Senior Trust Advisor The candidate will provide trust administration for an assigned group of high net worth accounts in the Delaware Trust Company. Partner with Relationship Managers and client service managers ..
... Trust Manager. Work with the Tax Department and counsel on income, gift, estate, and ... Submit memoranda to Trust and Investment Committee for approval. Confer with ... work performed..
VP, Corporate Counsel, Private Funds Duties: Represent the ... Duties: Represent the firm’s Chief Investment Office in connection with its ... with the company attorneys on tax, ERISA, insurance company..
Wealth Tax Director Duties: The candidate manages ... The candidate manages the Wealth Tax Liaison Team, inclusive of activities ... reporting and filing fiduciary income tax and informational returns, while..
... and status of DPMs. Assist tax department with obtaining any additional ... to determine from which account tax is to be paid, communicate ... to be paid, communicate to..
Counsel Duties: The candidate provides legal advice and guidance on the ... various functions within Human Resources, tax, compliance, and a range of ... employment law and provide employment legal..
... services, including personal trust administration, tax preparation and filing, and investment management, consistent with applicable laws ... Assumes responsibility for developing fiduciary investment and administration policies and procedures .....