Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memorandums involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Job Title: Trust & Estate Tax Senior Manager -... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Perform primary review... tax...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... and provide consistency in tax preparation due to the... complexities of fund reporting. This includes the plan...
Job Title: Trust and Estate Tax Manager Job Responsibilities: The Trust... and Estate Tax Manager at the... responsible for leading various tax engagements and providing mentorship... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... drafting memoranda on complex tax matters. - Identifying...
The following jobs are no longer active but were real openings previously posted by employers.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.
Internal Trust Specialist Duties: Partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company administration and fiduciary services to both newly implemented and existing estate plans which requires the... individual to understand complex estate planning transactions in order... to effectively communicate the requirements of administration to financia... 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Note: This job is no longer active.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 Associate The candidate will... be responsible for the coordination of all new business submissions and must be conversant in various capacity issues such as Trustee vs. Agent as well as Executor. Interpret complex legal documents to identify appropriate parties . trustee, grantor, beneficiary and executor. Work with the client_x001A_s personal legal counsel to convey company’s specific required legal language to be incorporated into the trust agreement. 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 and Estate Associate The candidate will... be responsible for the coordination of all new business submissions and must be conversant in various capacity issues such as Trustee vs. Agent as well as Executor. Will interpret complex legal documents to identify appropriate parties . trustee, grantor, beneficiary and executor. Work with the client_x001A_s personal legal counsel to convey MLTC specific required legal language to be incorporated into the trust agreement. Wor... 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 Planner Candidate will support the Senior Wealth Planner/Strategist in providing wealth planning services to high net... worth clients generally above $10MM. Prepares analysis and work product on moderate to complex cases. Responsible for developing comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charit... 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 Planner 1 The candidate serves as senior Wealth Planner on more complex clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional Wealth... Planning Managers to identify and... participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the... project lead on planning engagements, including project oversight,... plan preparation, review and delivery.... 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 Planner 1 The candidate serves as senior Wealth Planner on more complex clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional Wealth... Planning Managers to identify and... participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the... project lead on planning engagements, including project oversight,... plan preparation, review and delivery.... 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 Planner I The candidate supports the Wealth Planners/Strategists in providing wealth planning services to high net... worth clients generally above $5MM. Prepares analysis and work product on less complex cases. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business... succession,... asset protection, and estate and wealth transfer planning.... Serve... 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 Planner I The candidate supports the Wealth Planners/Strategists in providing wealth planning services to high net... worth clients generally above $5MM. Prepares analysis and work product on less complex cases. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business... succession,... asset protection, and estate and wealth transfer planning.... Serve... 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 Planner I The candidate supports the Wealth Planners/Strategists in providing wealth planning services to high net... worth clients generally above $5MM. Prepares analysis and work product on less complex cases. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business... succession,... asset protection, and estate and wealth transfer planning.... Serve... 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 Associate The candidate will... be responsible for the coordination of all new business submissions and must be conversant in various capacity issues such as Trustee vs. Agent as well as Executor. Interpret complex legal documents to identify appropriate parties . trustee, grantor, beneficiary and executor. Work with the client_x001A_s personal legal counsel to convey company’s specific required legal language to be incorporated into the trust agreement. 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