Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
to clients on personal planning matters. - Identify opportunities for... capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. -... Assist Bankers and other... team members in their new business efforts. - Cultivate relationship...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Director, UHNW Tax & Estate Planning Specialist... (Attorney) The candidate is a newly formed role, and as a senior member of the FOR team, will primarily be responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR). Managing the end-to-end advisor and client experience of FOR Resources. Coordinating comprehensive and integrated planning across teams... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Editor/Author Federal Tax- Estate and and Gift... / Trust and Estates The candidate will interpret and analyze federal tax law, regulations, cases, rulings,... procedures, etc., primarily in the areas of estate and gift tax, and the taxation of... trust and estates. Incorporate that material, including practical value-added logo material, planning concepts and practice aids,... into the Federal Tax Coordinator, Estate Planning Taxation... Coordinator, and/or USTR... Explanations. Should have... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax & Estate Planning Attorney... (Wealth Planning Strategies) DUTIES: Develops... and delivers sophisticated, high-level estate, tax and financial planning advice... to high net... worth clients; Activities include interpreting legal documents, re/building trusts, consulting on tax implications; managing internal holdings... and dual citizenship situations, etc. Works with assigned Wealth Management partners and/or clients to deliver sophisticated financial, estate and tax planning advi... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Attorney The candidate work... for IRS Tax Controversy & Estate Planning/Administration.... Must be a quick learner and be comfortable meeting deadlines on a daily basis. Assigned projects will include IRS tax controversy, estate planning, estate... administration, tax planning and research, and... some collections work. Bar admission required.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Manager - Trust... and Estates Duties: Will handle High Net Worth Tax Practice which provides Personal... Financial and Estate Planning Services, Tax Compliance, and Family Office... Services. Provide high level personal financial and estate planning services. Review trust,... estate and foundation tax returns.... Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage all... aspects of client accounts and foster client relationships. E... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Director, Wealth Advisor Duties: Accountable for all Wealth Advisory inquiries/needs that arise from IRs and their clients/ prospects on the East Coast and throughout the Mid-Atlantic regions. Being available for client and prospect meetings to address tax and trust planning matters... (including all trust document reviews). Facilitating insurance reviews through a third party broker. Engaging with KBIs at times for client-specific needs and referral purposes. Working on the de... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Manager, Wealth Planning Duties: Will serve as... a wealth planner to join the wealth and asset management team. Will provide business owners, high net worth and ultra-high net worth clients with family business transition, estate and financial planning services... including plan design... and implementation utilizing where appropriate company's asset allocation, investment management, trust and estate services. Will develop and... execute sales plans to meet annual new business... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Director - Estate... and Gift Candidate will provide high level personal financial and estate planning services. Review trust,... estate and foundation tax returns.... Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage all... aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to the supervis... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Manager - Trust... and Estates The candidate will provide high level personal financial, income tax and estate/trust planning services.... Will review trust, estate and foundation tax returns. Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage all... aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performa... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax - Director - Estate... and Gift Candidate will provide high level personal financial and estate planning services. Review trust,... estate and foundation tax returns.... Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage all... aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance feedback to the supervis... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here