Tax Manager - Private Client Services ID 2025-6639 Job Locations US-CA-Los Angeles The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
several key responsibilities. This role involves providing comprehensive financial planning services, including cash flow analysis, income tax planning, asset protection, charitable planning, and estate and... wealth transfer strategies. The focus is on pre-liquidity event planning for business owners and corp...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager plays a crucial role in providing tax and consulting services to business clients, particularly those with pass-through entities, and to their business owners. The primary responsibilities include: - Tax Planning...
Title: Associate General Counsel – Individual Retirement & Life Job Responsibilities: The Associate General Counsel will provide comprehensive legal support for the Individual Retirement business of the company. Key responsibilities include: - Offering trusted legal advice and counsel to the Individual Retirement &...
The following jobs are no longer active but were real openings previously posted by employers.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.
Strategist Duties: Serving as the primary point of contact for both internal and external client opportunities. Responsible for deepening and broadening relationships with existing and prospective clients of Bank Wealth Management Group by developing and providing a comprehensive and holistic wealth planning and advisory experience designed to help affluent and high net worth business owners, corporate executives, families and individuals to identify possible gaps i... 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Note: This job is no longer active.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
In-House Counsel, Trust & Estate Responsibilities:... Conduct preliminary reviews of Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family... Limited Partnership Agreements and other documents for estates with wide-ranging values. Accountable for post-mortem administration of estates. Participate in analyzing sophisticated income tax matters, wealth transfer planning, trusts and estates,... 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
In-house Counsel, Trust and Estate Responsibilities: Will... partner with sales executives, trust officers and other team... members to support clients’ needs as it relates to a variety of matters including: estates, trust, tax, business and wealth... planning and related transactions. This role will serve as a trust services leader both internally... and externally supporting clients nationwide. Conduct preliminary reviews of Revocable and Irrevocable Trusts, Wills, Durable Powers of... 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
Trust and Estate Manager ... Responsibilities: Conduct preliminary reviews of Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family... Limited Partnership Agreements and other documents for estates with wide-ranging values. Accountable for post-mortem administration of estates. Participate in analyzing sophisticated income tax matters, trusts and estates, probate and closely-held 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
Senior Wealth Manager Fiduciary Specialist The candidate serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. In... this role, the Senior Wealth Manager - Fiduciary Specialist will have responsibility for managing and administering client relationships primarily comprised of trust accounts. Will need to... interpret and understand trust instruments and related legal... documents governing each relationship working w... 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
Trust Advisor The candidate will... administer estate and personal trust accounts including testamentary and... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life... Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Will perform initial legal and trust administration review of all... potential new trust or investment business. Partner... with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager,... 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
Strategist Advisor The candidate assists a client with estate and financial planning by performing a variety of analyses, creating specific recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client’s goals. In addition, the Wealth Strategist plays a key role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Mana... 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 Attorney, Director Responsibilities: Administration of client accounts, including Individual Retirement Accounts and their underlying investments, such as specialty assets, and charitable foundations. Fiduciary activities and... fiduciary policies including fiduciary governance at a national bank. The Bank’s Risk and Compliance groups related to oversight of fiduciary activities. The Bank’s Trust Operations Department. Oversight of... outside legal counsel on specifi... 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
Trust Advisor The Candidate will... be responsible for administer estate and personal trust accounts including testamentary and... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life... Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all... potential new trust or investment business. Partner... with Business Development colleagues (Banker, Financial Advisor, Portf... 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
Wealth Strategist The candidate will be responsible for: Independently review estate planning documents (., Wills, Living Trusts, and Irrevocable Trusts) to create a current estate analysis, including estimated estate and income tax calculations. Assist with modeling wealth transfer and philanthropic strategies for clients. Perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues. Assist with the team's administra... 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