Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company Family Office is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role...
state filings for exempt organizations. - Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution substantiation. - Interpret and... apply tax law to unique nonprofit is...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
The following jobs are no longer active but were real openings previously posted by employers.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.
Product knowledge – trust, estate, investments and banking... Salary Information The salary for this position is based on experience, ranging from $63,000 - $140,000. # Wealth Management, Trust & Estates, Trust Administrator... - Associate/VP ## Overview JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in over 60 countries. It operates across four business segments including 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Note: This job is no longer active.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
Information The salary for this position is commensurate with experience. ## Job Title: Estate Administrator - VP #### Job Description The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the... 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 Officer Duties: Reports... to Senior Trust Officer. Work closely with... the Senior Trust Officer in the account... opening and closing process, as well as the on-going administration of trust accounts. Responsible for fulfillment... of all duties and responsibilities assumed by bank as fiduciary of various relationships, including revocable trusts, irrevocable trusts, testamentary trusts, charitable trusts, estates and investment... management accounts. Direct interaction with 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
Trust Officer The candidate will... Work closely with the Senior Trust Officer in the account... opening and closing process, as well as the on-going administration of trust accounts. Responsible for fulfillment... of all duties and responsibilities assumed by bank as fiduciary of various relationships, including revocable trusts, irrevocable trusts, testamentary trusts, charitable trusts, estates and investment... management accounts. Direct interaction with Client Advisory teams of fi... 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
Asset & Wealth Management - Private Bank Estate Officer, VP/ED Duties: As part of team of specialists, provide expert administration of complex estates. Work with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the... trust and estate business. This... includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including:... estates, family trusts, charitable trusts, and specialized Delaware... trusts. Work wi... 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 Tax Accountant II (Charitable) The candidate provides technical... fiduciary tax expertise to . Trust client teams focused on... differentiating client service and expanding client relationships. Insures all tax responsibilities required of assigned accounts are fulfilled, achieving client focused service standards and complying with bank standards and policies, and federal and state tax laws. Generally responsible for the more complex fiduciary tax matters related to... 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 Officer The candidate will... work closely with the Senior Trust Officer in the account... opening and closing process, as well as the on-going administration of trust accounts. Will fulfill all... duties and responsibilities assumed by bank as fiduciary of various relationships, including revocable trusts, irrevocable trusts, testamentary trusts, charitable trusts, estates and investment... management accounts. Direct interaction with Client Advisory teams of Tolleson Wealth 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
Wealth Personal Trust Specialist The candidate will... be responsible for administration and relationship management of a complex and challenging assignment of high net worth personal trust/fiduciary relationships for a firm... Wealth regional office. Will protect the interests of the trust beneficiaries and administer each... trust account in good faith... according to the terms of the trust document, while balancing the... needs of the Bank and requirements of regulatory authorities. Pro... 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 Management – Trusts & Estates - Estate Officer, VP Duties: Analyze Wills and trust documents for legal, tax,... administrative and investment issues and coordinate delivery of services. Make recommendations regarding how the Bank shall exercise discretionary powers it has as executor and or trustee. Oversee investment decisions, including working with investors to ensure that the trust’s investment objective is appropriate for the needs of the trust and applicable fi... 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 Advisor - National Tax (Fiduciary Trust Tax Services - Center... for Trust Tax Compliance) (Manager) The... candidate will prepare basic to moderately complex tax information statements, income tax returns and reports including fiduciary income tax, charitable trust reporting, estate tax,... gift... tax and generation skipping transfer tax. Advice clients on fiduciary trust tax issues, including planning,... compliance and reporting. Review tax information statements and tax returns pr... 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