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Job Description Falcon Rappaport & Berkman PLLC (FRB) is a rapidly-growing law firm focused on an interdisciplinary approach to the practice of law. Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on taxation, web3, and a variety of other fields. We bring together experts across all of our practice areas to achieve extraordinary results which would not be achievable at a more narrowly focused firm. Respect, appreciation and quality of life come first and foremost. We care deeply about the people we bring into our firm and offer a unique emphasis on professional development. If desired, we train our attorneys on networking, marketing and business development. We will fund and support those efforts, and permit participation of our attorneys in entrepreneurial ventures when opportunities present themselves. We work collaboratively to drive client success. We are currently hiring an experienced associate or partner for our Long Island office to join the Tax practice group. This position is remote optional. Responsibilities: · Heavy emphasis on tax research. · Regular client contact and project management. · Designing and structuring transactions to achieve income, gift, estate, GST, and state and local tax outcomes. · Composing formal and informal client communications to assist in understanding complex tax matters. · Drafting IRS Circular 230-compliant tax opinions. · Supervising and training younger and less experienced staff. · Writing short-form and long-form articles, compiling materials for presentations, and participating in marketing of the firm’s tax practice. Qualifications: · Required: At least five years of experience at a law firm or accounting firm performing income tax work · Required: Familiarity with all aspects of Microsoft Office, with a particular emphasis on Word, Excel, and PowerPoint; mastery of Microsoft Office preferred · Strongly Preferred: Authorship of an IRS Circular 230-compliant tax opinion · Strongly Preferred: Demonstrable history of direct client contact, project management, or supervision and training of younger staff · Preferred: Dual-licensed attorney/CPAs · Preferred: Experience performing employee benefits taxation work · Preferred: Master of Laws in Taxation from NYU, Georgetown, Boston U., or Miami · Preferred: Experience in any of the following areas-- Section 1031 exchanges, Qualified Opportunity Zones, estate/gift/GST tax planning, fiduciary income tax, cross-border corporate tax, taxation of bankruptcy, or taxation of mergers and acquisitions · Experience with Clio a plus · Fluency in any language other than English a plus Estimated annual salary for the role is $150K-$210K Powered by JazzHR MhGo9eOCND

Job Description SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff. Our firm is affiliated with an established real estate and specialty finance platform with active operating businesses, properties, and investment-related entities. That affiliation provides advisors with immediate access to private market opportunities, operational infrastructure, advanced tax and planning resources, and industry relationships, not a cold start. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans. Responsibilities • Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients, • Develop new business relationships with business owners, families, post-liquidity clients, and centers of influence, • Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination, • Position and allocate across the full platform including public equities, fixed income, structured products, and private markets such as private credit, real estate, and alternative strategies, • Coordinate pre- and post-liquidity planning for business owners approaching a sale, • Deliver ongoing client education and proactive communication on markets, planning strategies, and portfolio positioning, • Coordinate with internal specialists across tax, estate, lending, and insurance to deliver an integrated client experience, • Drive organic growth supported by firm-funded lead generation, events, and marketing, • Maintain accurate records in the firm's CRM and planning systems, • Maintain full compliance with SEC, firm, and fiduciary standards across all client activity Requirements • Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable, • Minimum 5 years of experience as a wealth advisor, financial advisor, or private wealth professional with a demonstrated record of production, • A portable book of business and established high-net-worth or business-owner relationships preferred, • Clean regulatory and compliance record with no material U4 or U5 disclosures, • Strong working knowledge of advanced planning concepts including tax-efficient exit structuring, trust and estate strategies, and alternative investments, • Demonstrated ability to hold a sophisticated conversation with business owners and their tax and legal advisors, • Proficiency with CRM and financial planning platforms and a comfort with technology-enabled workflows, • Ability to manage a book independently while coordinating with internal service and planning teams, • Entrepreneurial, builder mindset motivated to grow a practice rather than maintain one, • Bachelor's degree required; experience serving business owners through liquidity events a plus

Sompo has a unique opportunity for a Claims Counsel, CML in our Insurance Claims team. This role will manage claims arising from or involving policies issued from Sompo's US Commercial Management Liability ("CML") Private Company team. This position handles US CML Private Company (D&O, Fiduciary Liability and Fidelity) claims and provides legal review and support to Underwriting. The successful candidate will be able to provide insight and analysis on complex US CML Private Company claims. Location: This position can be based out of our New York, NY; Garden City, NY; Purchase, NY; Morristown, NJ; Los Angeles, CA or Miami, FL office. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you'll be doing: • Manage U.S. CML Private Company claims, including related systems and processes, • Evaluate exposures and make substantive claim decisions (and support other lines as needed), • Provide coverage, liability, and damages analysis for Private D&O, Fiduciary Liability, and Fidelity claims, • Proactively identify claim trends and emerging exposures affecting CML portfolios, • Ensure timely, accurate exposure and claim reporting (narrative and financial) to underwriting and management, • Collaborate with global claims colleagues and internal stakeholders; support projects, conferences/publishing, complex claims, and travel/other duties as needed What you'll bring: • JD (law degree) required; recent graduates considered with relevant experience, • Preferred 15 years in D&O claims handling or related litigation with increasing responsibility, • Preference for experience at both a law firm and an insurance carrier, • Pursuing/holding insurance designations (e.g., RPLU, CPCU) strongly preferred, • Proven complex D&O/related claims handling (evaluation, negotiation, settlement) plus meaningful legal review and mediation experience, • Strong cross-functional collaboration (underwriting/actuarial), communication/marketing, and analytical/writing/organizational skills; strong MS Office and claims systems experience (Guidewire/Genius/ImageRight a plus), • Willingness to travel occasionally for business meetings, conferences, etc. Salary Range: $125,000-$175,000 Actual compensation for this role will depend on several factors including the cost of living associated with your work location, your qualifications, skills, competencies, and relevant experience. At Sompo, we recognize that the talent, skills, and commitment of our employees drive our success. This is why we offer competitive, high-quality compensation and benefit programs to eligible employees. Our compensation program is built on a foundation that promotes a pay-for-performance culture, resulting in higher incentive awards, on average, when the Company does well and lower incentive awards when the Company underperforms. The total compensation opportunity for all regular, full-time employees is a combination of base salary and incentives that gets adjusted upfront based on overall Company performance with final awards based on individual performance. We continuously evaluate and update our benefit programs to ensure that our plans remain competitive and meet the needs of our employees and their dependents. Below is a summary of our current comprehensive U.S. benefit programs: • Two medical plans to choose from, including a Traditional PPO & a Consumer Driven Health Plan with a Health Savings account providing a competitive employer contribution, • Pharmacy benefits with mail order options, • Dental benefits including orthodontia benefits for adults and children, • Vision benefits, • Health Care & Dependent Care Flexible Spending Accounts, • Company-paid Life & AD&D benefits, including the option to purchase Supplemental life coverage for employee, spouse & children, • Company-paid Disability benefits with very competitive salary continuation payments, • 401(k) Retirement Savings Plan with competitive employer contributions, • Competitive paid-time-off programs, including company-paid holidays, • Competitive Parental Leave Benefits & Adoption Assistance program, • Employee Assistance Program, • Tax-Free Commuter Benefit, • Tuition Reimbursement & Professional Qualification benefits Who we are and what we stand for: At Sompo, our shared purpose is to create meaningful value for clients, communities, and each other. We strive to foster a workplace where everyone feels respected, included, and empowered to excel. As a global organization, we embrace diversity and champion equal opportunity. Guided by our core valuesAccountability, Agility, Collaboration, Development, and Integritywe build trust and support one another to achieve our goals worldwide. Life at Sompo page Our values come to life in how we hire and grow talent. Employment decisions are based on qualifications, merit, and organizational need, and we strive to ensure equitable access to opportunities so everyone can do their best work. If you need an accommodation for any part of the application process, please contact the recruiter in charge.

Northwell is seeking an experienced investment professional to join Northwell's Investment Office as Director of Retirement Plan Defined Contribution (DC) Investments. Northwell seeks an exceptional individual who will be a key member of the Investment Office, working closely with the Health System's Investment Committee and external consultants reviewing Defined Contribution (DC) investment offerings, fees, target date funds, retirement income solutions, investment policy statements and selecting & monitoring investment managers for the defined contribution plans. Principal Accountabilities • Defined Contribution (DC) Asset Management:, • Works as a key member of the Investment Office reporting to VP Investments., • Oversees DC investments:, • Monitors all DC managers, holds update calls, provides summaries to senior management., • Analyzes investment drivers of performance results, attribution and risks, identifies issues., • Identifies and monitors portfolio risks at manager, portfolio and system levels., • Evaluates and recommends DC plan structure and investment lineup design., • Conducts periodic recordkeeper RFPs to ensure best available fees and services., • Performs regular benchmarking of investment management and recordkeeping fees., • Investment Committee and Subcommittee Participation:, • Prepares agendas and participates in Committee/Subcommittee meetings., • Interacts directly with Trustees, consultants, managers on investment issues., • Prepares reports and participates in presentations to Trustees and senior management. Provides regular communications to key stakeholders (internal and external) regarding all aspects of the DC investment programs., • Builds strong working relationships with colleagues at all levels (internal and external)., • Utilizes logical, fact-based analytical tools to articulate and overcome objections and solves complex problems using multiple problem-solving tools and techniques. 1. Organization & Governance Upholds and communicates the mission, vision and values of the Health System. Works to create a culture of integrity, quality and engagement., 2. Compliance Management Ensures compliance with federal, state and local regulations and tax laws. Tracks and assesses the impact of DOL guidance and other legislative and regulatory developments on DC plan design and investments. Oversees the development, review and distribution of reports and procedural statements which ensure regulatory and policy compliance., 3. Participates in investment industry conferences/educational programs. Performs related duties, as required. Requirements and Ideal Experience • Bachelor's Degree in Finance or related field, required. MBA, CFA, CAIA preferred., • Minimum of seven (7) to ten (10) years of experience in large fund investment management. Experience in corporate, pension, healthcare, consulting or investment management, with a fiduciary mindset required. Experience in several of these environments, preferred., • Experience working with an involved and senior level Board Committee, preferred., • Experience with plan mergers, consolidations, or transitions, preferred., • Industry, Investment, Participant Knowledge, • Knowledge of important DC industry & regulatory issues, litigation risks, QDIA-selection/target date funds, CITs, key recordkeeping issues and custodians, required., • Knowledge of modern portfolio theory, risk controls, active versus passive management, performance attribution & benchmarking, required., • Knowledge of key factors in evaluating manager performance across stable value, equities, fixed income, REITS and alternative investments, required. Proficiency with investment analytics and risk tools, preferred., • Knowledge of participant demographics, behavioral finance applications & participant outcomes, custom target date funds, managed accounts and thorough understanding of retirement income solutions/decumulation, preferred., • Experience negotiating investment management agreements, guidelines, fees, required., • Fiduciary mindset, extremely strong analytical / intellectual skills and business acumen., • Strong verbal and written communication skills. Personal Characteristics The Director of Retirement Plan (DC) Investments will possess the following characteristics: • A highly visible, ethical and diplomatic leader with interpersonal skills and intellect., • A dynamic and innovative individual with a strong sense of self, and the ability to be an active listener and demonstrate great respect for others., • Empathetic; possessing the ability to be both collaborative and engaging, while interacting with diverse backgrounds., • Energetic; with a passion for and profound commitment to the work of Northwell Health. *Additional Salary DetailThe salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

BCG Attorney Search in Uniondale, NY seeks an experienced Trusts and Estates Litigation Partner to join a collaborative team specializing in trusts, estates, and fiduciary litigation, with a preference for a book of business.The ideal candidate has 10+ years in sophisticated trusts and estates litig

A mid-sized law firm in Uniondale is seeking a Trusts, Estates & Fiduciary Litigation Attorney to represent clients in complex litigation.This role requires 5-8 years of experience in litigation, including depositions and court appearances.Ideal candidates will have a J.ABA-accredited law school and

Responsibilities Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients Develop new business relationships with business owners, families, post-liquidity clients, and centers of influence Build and manage comprehensive wealth plans spanning investment manag

SimpleCiti Companies in Garden City, NY seeks an experienced Wealth Advisor to serve high-net-worth clients. You will lead fiduciary advising, develop business relationships, and build comprehensive wealth plans. This role offers the chance to build a family office advisory platform early and levera

Job Description Falcon Rappaport & Berkman is seeking a Tax Attorney-Junior Partner. We are currently hiring an experienced Tax Attorney to join the Tax practice group as a Junior Partner. This position is remote optional and open to qualified candidates located across the United States. Falcon Rappaport & Berkman LLP (FRB) is a rapidly-growing law firm focused on an interdisciplinary approach to the practice of law. Our team is composed of thought leaders across a variety of practice areas, including some of the nation’s leading voices on taxation, web3, and a variety of other fields. We bring together experts across all of our practice areas to achieve extraordinary results which would not be achievable at a more narrowly focused firm. Respect, appreciation and quality of life come first and foremost. We care deeply about the people we bring into our firm and offer a unique emphasis on professional development. We train our attorneys as they desire on networking, marketing, and business development. We fund and support those efforts, and we permit participation of our attorneys in entrepreneurial ventures when opportunities present themselves. Responsibilities: Heavy emphasis on tax research. Regular client contact and project management. Designing and structuring transactions to achieve income, gift, estate, GST, and state and local tax outcomes. Composing formal and informal client communications to assist in understanding complex tax matters. Drafting IRS Circular 230-compliant tax opinions. Supervising and training younger and less experienced staff. Writing short-form and long-form articles, compiling materials for presentations, and participating in marketing of the firm’s tax practice. Qualifications: Required: At least seven years of experience at a law firm or accounting firm performing income tax work, with at least some experience in a combination of real estate taxation (Section 1031 exchanges especially), taxation of trusts/estates, and taxation of pass-thru entities Required: Familiarity with all aspects of Microsoft Office, with a particular emphasis on Word, Excel, and PowerPoint; mastery of Microsoft Office preferred Strongly Preferred: Authorship of an IRS Circular 230-compliant tax opinion Strongly Preferred: Demonstrable history of direct client contact, project management, or supervision and training of younger staff Preferred: Master of Laws in Taxation from NYU, Georgetown, Boston U., or Miami Preferred: Dual-licensed attorney/CPAs Preferred: Experience performing employee benefits taxation work Preferred: Experience in any of the following areas: Qualified Opportunity Zones, fiduciary income tax, cross-border corporate tax, taxation of bankruptcy, or taxation of mergers and acquisitions Experience with Clio a plus Fluency in any language other than English a plus Submit the following materials to humanresources@frblaw.com when applying: Resume Cover Letter Tax-focused Writing Sample LL.M. Transcript, if you achieved your LL.M. within the last three years Estimated annual salary range: $250,000 - $400,000 Powered by JazzHR otYc51ruiU

The Lead Bank Fiduciary Compliance Specialist supports the execution, oversight, and continuous improvement of compliance programs within Wealth Management with specific focus on OCC 12 CFR 9 Fiduciary Activities and state fiduciary regulations including Delaware. LEAD FIDUCIARY COMPLIANCE SPECIALIS

Responsibilities Researching, complying, planning and administering fiduciary income tax returns, estate & gift tax returns Directing tax seniors and staff accountants; ensuring assignments are completed within the budgeted time Interacting with clients to discuss tax issues throughout the year Deve

Researching, complying, planning and administering the following: fiduciary income tax returns, estate & gift tax returns.