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Client Service Associate III The candidate will responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment ..
Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..
Tax Senior Associate | Nonprofit The candidate will be providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an emphasis on companies operating in the ..
Tax Manager The candidate will be managing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on manufacturing and distribution, construction and real estate, ..
Complex Claims Specialist - Program Law Duties: The candidate performs a ... exposure commercial claims by following company protocols to verify policy coverage, ... potential claim valuation, and following company's..
... (2) the American Fidelity Assurance Company investment companies, Separate Accounts A, B ... 26. Juris Doctor from accredited law school, licensed Oklahoma Attorney through ... transactional matters, including securities,..
Complex Claims Consultant - Program Law Duties: Manages highly complex investigations of claims, including coverage issues, liability, compensability and damages. Determines if a major claim should be settled or litigated and ..