Job Title Disability Benefits Attorney Job Responsibilities - Review legal... guardianship, and special needs trusts. - Ensure correctness and... clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
The following jobs are no longer active but were real openings previously posted by employers.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.
Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Provide early intervention on fiduciary problems and risk matters. Serve as primary resource for c... 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Note: This job is no longer active.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 Legal Editor - Trusts & Estates Attorney The... candidate will take on a leadership role for the Practical Law Trusts & Estates service in... California, driving content planning and development of new resources for California attorneys. Develop, write and edit a wide variety of know-how and current awareness resources on trusts and estates matters (including... practice guidance notes, standard documents, checklists, and legal updates) for practicing attorney-subscribers, wit... 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
Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serves as pri... 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 Senior Manager (Estates, Gifts & Trusts) The candidate will provide... tax compliance and consulting services to the Estate, Gift, and Trust clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients to minimize their tax obligations and best pass assets according to client's wishes. Supervise tax staff and manage the delivery of tax... 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
UHNW Wealth / Estate Planning Attorney The candidate will be... responsible for: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for the Advanced Resources Center (ARC). Managing the end-to-end advisor and client experience of ARC Resources. Coordinating comprehensive and integrated planning across teams of ARC specialists, and across 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
UHNW Wealth/Estate Planning Attorney The candidate will be... helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for the Advanced Resources Center (ARC). Managing the end-to-end advisor and client experience of ARC Resources. Coordinating comprehensive and integrated planning across teams of ARC specialists, and across 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 - PCS and Consumer Markets The candidate will provide tax compliance and consulting services to our Estate, Gift, and Trust and Consumer Market clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of tax engagements. Work with clients to minimize their tax obligations and best pass assets according to client's wishes. Supervise tax staff and manage the delivery of tax... 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 - Estate and Trust The Candidate will be responsible for tax compliance and consulting services to our Estate, Gift, and Trust clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients to minimize their tax obligations and best pass assets according to client's wishes. Supervise tax staff and manage the delivery of tax co... 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, Trust & Estate Strategist Position Summary The Director, Tax, Trust & Estate Strategist is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. This position requires the ability to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial a... 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 (Estates & Trusts) The candidate will... work with Estate and Trust team on complex estate and trust engagements. Must have: BS/BA degree in accounting (Master degree in Tax preferred). 6+ years in public accounting in Tax. Licensed CPA and/or attorney. Proficient in preparing and... reviewing Estate Tax returns. Proficient in preparing and reviewing Fiduciary Tax returns. An understanding of the concepts of estate planning and trust funding. Experience assisting cli... 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