Tax Legal Counsel Investment Banking Jobs in Delaware

... 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..

... 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..

... 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 .....