multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting including federal estate, gift, cha...
families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift, charitable...
multi-generational families, fiduciaries, and charitable entities managed by ultra-high... net worth clients. - Acting as a trusted advisor and key member of various client service teams, possessing significant knowledge of taxation compliance and consulting. - Developing, building, and managing client relationships, particu...
The following jobs are no longer active but were real openings previously posted by employers.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.
Assistant Client Account Manager Duties: Responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts and foundations. Acts as a liaison between senior client account managers and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Alternative Asset Managemen...... 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Note: This job is no longer active.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
Major Gift & Planned Giving Manager Duties: Responsible for revenue generation of the association by managing and implementing all major and planned giving including stewardship and recognition programs, donor and estate outreach, and events. Create clear short and long-term plans to develop and implement comprehensive gift planning program including: Legacy Circle, bequests, charitable gift annuities, trusts, life... insurance, charitable lead trusts, and other... planned giving... 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 in Planned Giving Duties Create clear short and long-term plans to develop and implement comprehensive gift planning program including: Legacy Circle, bequests, charitable gift annuities, trusts, life... insurance, charitable lead trusts, and other... planned giving vehicles. Manage bequest administration program, including acknowledgments of gifts and document preparation. Develop and manage planned giving budget and fundraising goals. Administer and research dispu... 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 Officer 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 regional office.... Responsible for daily decision-making and exercise of discretion over significant and consequential matters and duties related to fiduciary (. trust, estate, agency) accounts. Protect... the interests of the trust beneficiaries and administer each... tr... 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
Counsel Senior The candidate will provide legal support to the personal and charitable trusts & estates business... personnel regarding all aspects of fiduciary administration (including trust & estate income and... transfer taxation), and fiduciary litigation. Identifies and manages legal risk for the organization. Performs significant and complex legal work and regularly interacts with management. Oversees legal research, analysis, consultation and documentation within a framewo... 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
Associate Client Account Manager The candidate will be responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. Acts as a liaison between Senior Client Account Managers and all other service areas of the organization, including: Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Alternative... 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
Associate Client Account Manager The candidate will be responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. Will act as a liaison between senior client account managers and all other service areas of the organization, including: client tax and financial planning department, investments, legacy planning and trust administration, alterna... 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
Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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
Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue... 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 Strategies Advisor The candidate will answer a client's estate and financial planning questions by performing a variety of analyses and then creating specific recommendations for the client based on those analyses. Will work with a Wealth Strategist to gather data, analyze data and develop recommendations. Manage a client engagement from start to finish without assistance from a Wealth Strategist. Gather financial data from a variety of sources (Customers, P... 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