Associate-US Tax and Law (4+8 years)
A role of US Taxation with experience of more than 4 years in US Taxation, Federal Tax, Estate or Trust or Gifts Tax.
Location: Bangalore
Your Future Employer: World's Leading Investment Bank offering solution to clients in more than 100 countries.
Responsibilities:
Researching Wealth Advisor inquiries and understanding follow-up communication and materials
Reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing the estate plans
Preparing presentations and materials for client and prospective client meetings
Coordinating with stakeholders on client needs, meeting agendas, and understanding client follow-up
Reviewing sophisticated estate plans, including wills and trusts, to obtain a thorough understanding of the plans and flow of assets with the ultimate goal of providing insightful client materials summarizing the estate plans
Requirements:
Law Degree (LLB)
Excellent attention to detail and understanding of nuances of legal terminology
Experience with trust administration
Strong team orientation: must be willing to partner with a number of Wealth Advisors which includes US Private Banks.
Experience with US tax system (e.g., federal income tax and transfer tax (gift, estate, and generation-skipping transfer (GST) tax) (Preferred)
What is in it for you?
Fast track career growth.
Future career opportunities across a global organization.
Flexible benefits packages to suit your needs and lifestyle
Reach Us:
If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at shweta.arora@crescendogroup.in for further discussions.
Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
Note: We receive a lot of applications on a daily basis, so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.
Profile Keywords - Crescendo Global, Crescendo, Investment Banking, Law, Legal documentation, US Tax, Federal Tax, Gifts Tax, Estate or Trust Tax, International tax