Wealth Management, Tax Counsel, Executive Director Counsel Jobs in Illinois - 138003 | Submit Resume | General Counsel Consulting
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Wealth Management, Tax Counsel, Executive Director
Refer job# QVPA138003
 
Wealth Management, Tax Counsel, Executive Director The candidate will maintain knowledge of relevant federal, state and international laws and the impact to trusts and estates and charitable entities served by the bank. Will 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 & estates and charitable entities to insure compliance with federal, state and international laws and regulations. Provide leadership and technical guidance for the bank in the following areas of expertise: Federal and state fiduciary income, estate, gift and GST taxation; Federal and state charitable taxation and regulatory compliance matters; Non-resident Alien Withholding and reporting implications; State income tax withholding; state tax situs; and tax nexus issues; International tax laws including FATCA and CRS. JD degree is needed. 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 is a plus. Demonstrated understanding of tax issues pertaining to charitable trusts and foundations are needed. Excellent oral and written communication skills, including the ability to communicate effectively with executive level management is needed.
 
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