Wealth Management, Tax Counsel, Executive Director Counsel Jobs in Illinois - 137652 | Submit Resume | General Counsel Consulting
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Wealth Management, Tax Counsel, Executive Director
Refer job# MAFR137652
 
Wealth Management, Assistant Tax Counsel, Executive Director The candidate will report directly to the Tax Liaison Team Fiduciary Tax Lead and will involve frequent interaction with senior management, Deloitte Tax LLP and front office advisors (e.g., Trust officers, bankers, investors, wealth advisors, etc). Will have the following responsibilities: Maintain knowledge of relevant federal, state and international laws and the impact to trusts and estates and charitable entities served by the bank; Assist the bank s trust officers and administrators with fiduciary and charitable tax issues; Assist the bank s wealth advisors in the acquisition of new business by collaborating on tax policy and insuring capability and capacity to provide requested services; Assist in establishing tax policy as it pertains to trusts and estates and charitable entities to insure compliance with federal, state and international laws and regulations. JD degree is essential. Should have 8-10 years of work experience specializing in trust, estate and charitable tax planning and compliance matters. Experience in the Financial Service Industry a plus.
 
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