Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) is tasked with leveraging their educational background and professional experience to provide high-quality tax compliance and consulting services to high net-worth clients. This...
Title: Manager, Tax - Private Client Job Responsibilities: - Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. - Developing, building, and managing client relationships as part of the proposal process. - Participating in networking activities to further...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Managing tax...
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Trust Team Manager - Philanthropic... The candidate manages a Trust Team within an office... or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit... management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... 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Note: This job is no longer active.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
Senior Trust Team Manager - Philanthropic... The candidate manages a Trust Team within an office... or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit... management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions r... 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
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the... field of asset protection for Medicaid planning purposes is essential. Ability to write in an authoritative, neutral tone, is required. Should 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
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the... field of asset protection for Medicaid planning purposes is essential. Ability to write in an authoritative, neutral tone, is required. Should 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
Legal Writer - Medicaid The candidate will contribute well-written, informative articles to a portfolio of legal websites. Will read statutes, understand legal issues, and put the law into plain English for a general audience. Must have a law degree and 3+ years of experience as a practicing lawyer. Estate planning experience in the... field of asset protection for Medicaid planning purposes is essential. Ability to write in an authoritative, neutral tone, is required. Should 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
Personal Trust Assistant The candidate assists... with the day-to-day administration of accounts, including client contact and relationship management; account setup and closing; account receipts, disbursements, and discretionary distributions; bill payment on behalf of clients and fiduciary accounts; and, correspondence, compliance reporting, and oversight committee documentation. Organizes and maintains client and account information, records, and files; prepares and maintain... 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
Regulatory Wealth Planning Manager The candidate will be responsible for driving the Wealth Planning model across all client segments in a specific geographic region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. Partners 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
Paralegal - S The candidate will, under the direction of a lawyer, provide legal assistance. Will be responsible for state regulatory filings. Communicate with varying levels of other departments and respond to inquiries concerning corporate structure and governance. Provide paralegal support with respect to various agreements. Provide paralegal support for acquisitions, divestitures and other transactions, including drafting agreements and other documents for clos... 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