Job Title: Tax Senior Manager - Real... Estate Tax Credits Job Responsibilities: - Lead... and... closing process for Historic Tax Credits (HTC) and New... Markets Tax Credits (NMTC) transactions, ensuring... accuracy and strategic alignment in financial models. - Supervise and mentor junior staff...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Planning Manager The candidate will... ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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Note: This job is no longer active.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 Estate Advisory Specialist Duties: Will... serve as a fiduciary expert that is responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (deceased grantor trusts, marital trusts, agency for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic... 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Note: This job is no longer active.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/Senior Manager - Estate, Gift and Trust Duties:... Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.. Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to 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
Tax Manager - Estate and Trust Group The... candidate will primarily focus on trust, estate, gift, private foundation, and... personal tax compliance for high net-worth... clients. Simultaneously, conduct multiple engagements, maintaining contact with clients. Review, interpret and summarize estate planning-related legal documents. Research... Federal, State, and International tax laws regarding estate and... gifts prepare memorandums... on technical topics, and develop tax savings strategies... 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 Senior Fiduciary Advice Specialist (Lo) The candidate will serve primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with... clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment kn... 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 The candidate responsible for growth, development and communication of financial planning strategies to Business Owners... and leadership, and for keeping abreast of national tax and estate laws for Wealth Management.... Expand Wealth Management business nationally by providing strategies and solutions through sophisticated Wealth Planning analysis to the Business... Owners. Serve as a professional Wealth Planning subject-matter expert to the... client and the clie... 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
Vice President, Wealth Planner The candidate will be responsible for growth, development and communication of financial planning strategies to Business Owners... and leadership, and for keeping abreast of national tax and estate laws for Wealth Management.... Will expand Wealth Management business nationally by providing strategies and solutions through sophisticated Wealth Planning analysis to the Business... Owners. Serve as a professional Wealth Planning subject-matter expert to t...... 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 Planning Manager The candidate will... ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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 The candidate responsible for growth, development and communication of financial planning strategies to Business Owners... and leadership, and for keeping abreast of national tax and estate laws for Wealth Management.... Expand Wealth Management business nationally by providing strategies and solutions through sophisticated Wealth Planning analysis to the Business... Owners. Serve as a professional Wealth Planning subject-matter expert to the... client and the clie... 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 Planning Strategist The candidate will... be responsible for growth, development and communication of financial planning strategies to Business Owners... and leadership, and for keeping abreast of national tax and estate laws for Wealth Management.... Will expand wealth management business nationally by providing strategies and solutions through sophisticated wealth planning analysis to the business... owners. Serve as a professional Wealth Planning subject-matter expert to the... 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