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Certification in a related fiduciary field such as CFP, CTFA, or AIF is beneficial. Self-motivated, entrepreneurial, fiduciary wealth management professionals are needed. Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
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Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes. Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.
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At MMI, we embrace the concept of Fiduciary Duty, fostering a corporate culture centered on impeccable customer service and support. Additionally, MMI has earned the esteemed Accredited Association Management Company (AAMC®) designation, reflecting our unwavering commitment to excellence.
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Handle a diverse range of trust and estate litigation matters, including will contests, trust disputes, fiduciary litigation, and guardianship proceedings. We are looking for a Trust & Estate Litigation Attorney to join a renowned legal firm serving Massachusetts residents for over 30 years in estate planning, elder law, and special needs planning.
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THIS RECRUITMENT IS TO ESTABLISH A REGISTER for current and future ATTORNEY I vacancies which serves all levels/assignments of Attorney in the Pima County Public Defense Services Department (Public Defender; Legal Defender: Legal Advocate; Office of Children's Counsel; Mental Health Defender; Public Fiduciary.
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They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
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7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment. Educate clients and beneficiaries on estate and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these concepts into fiduciary investing.
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Civil litigation, including subjects such as fraudulent misrepresentation, breach of fiduciary duty, real estate contract disputes, quiet title, action in partition, unlawful detainer, HOA disputes, and foreclosure defense.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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This role is expected to have a track record of success within the firm of closing the largest high-profile relationships with the most complex opportunities including, but not limited to, pre-IPOs, OCIO, complex fiduciary trusts/estates, as well as banking and lending solutions.
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Represent clients in court and in arbitration in a range of matters, including, but not limited to: breach of fiduciary duty; breach of the duty of loyalty; Prohibited Transactions; 401(k) Plan asset performance, fees, and expenses issues; 403(b) Plan asset performance, fees, and expense issues; defined benefit plan asset issues, and cut-back issues, ESOP litigation; fiduciary misrepresentation claims; severance plan class actions; Section 510 cases; and complex benefit claim cases.
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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. We’re seeking a future team member for the role of Senior Vice President, Fiduciary to join our Global Family Office team.
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Provide expert advice, information, and specialized training to the Wealth Management Risk Manager (WMRM), governance committees, senior leaders, and team members on complex risk management and fiduciary compliance issues.
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It assists clients with antitrust; appellate; commercial litigation; class actions; construction; eDiscovery and eRetention; environmental; fiduciary litigation; financial services; IP litigation; IDR; labor and employment; media and entertainment; products liability, including pharmaceutical, medical device, and healthcare; real estate, securities and shareholder, and technology related litigation; and white collar criminal defense.
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Understand fiduciary issues relevant to client relationships; partner with internal teams to coordinate tax, estate planning, and fiduciary matters for clients. Demonstrate an interest in developing knowledge of personal tax, estate planning, retirement savings strategies, philanthropic planning, impact investing, and various investment strategies.
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fiduciary job
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