with utilizing their educational background, professional experience, and various skills to deliver tax compliance and consulting services to high net-worth clients. The primary responsibilities include: - Managing tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. -...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients. The role is centered around utilizing educational background and professional...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) at the company is responsible for utilizing their educational background and professional experience, along with their communication, time management, leadership, technical, business development,...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust Advisor I The candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. Will support the advisor team in the presentation of fiduciary services to clients and prospects. Execute the terms of any plan or document in which bank serves as trustee or agent while observing all bank policies and procedures including those related to risk management... 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Note: This job is no longer active.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
Estate Planning Attorney The candidate... will create relationships with Clients and their advisors and discuss their most important and complex client estate planning situations. Will handle... probate and trust administration as they arise. Participate directly in client conference calls and meetings. Review documents and research information to answer specific estate planning questions and to... create comprehensive, customized estate planning recommendations for clients.... Activiti... 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 Advisor I Candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for the relationships. Will support the advisor team in the presentation of fiduciary services to clients and prospects. Develop, interpret, and communicate estate planning issues to the... client and team members, while managing multifaceted accounts and service experiences of clients with more sophisti... 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 Advisor I The candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. Will support the advisor team in the presentation of fiduciary services to clients and prospects. Strong knowledge of fiduciary and estate planning. Must have a... relevant Bachelor's degree or equivalent. Must have 7+ years of client service experience, preferably in high ne... 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
UHNW Fiduciary Advisor II The candidate will address the wide-ranging financial needs of the ultra high net worth client, including private banking; investment management and consulting; capital markets solutions; financial, tax and estate planning; fiduciary services; private... foundations; and administration and reporting needs. Will provide trust/estate administration and relationship management services to an assigned book of ultra-high net worth client business and serves... 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
Part-time Temporary Attorney The candidate will assist in preparing estate planning documents and implementing... change requests for clients. Will communicate with clients and assist in answering questions regarding the status of cases and changes for the client's estate. Communicate with client's to... explain a basic understanding of estate planning documents and how... they work. Will work 20 hours/week for 6 months. A basic understanding of Estate Planning documents (Wills, Trus...... 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
Probate and Estate Planning Attorney The candidate... will prepare estate planning documents, counsel clients... on all matters related to the creation, maintenance, and administration of estate plans as well as... handle probate matters and litigation as necessary. This position will also supervise legal support staff and coordinate estate plans with other ‘of... counsel’ attorneys. Having a working knowledge of Probate and Estate Planning documents is required.... (Wills, Trusts, Pow... 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
Probate and Estate Planning Attorney The candidate... will prepare estate planning documents, counsel clients... on all matters related to the creation, maintenance, and administration of estate plans. Will also supervise... legal support staff and coordinate estate plans with other affiliate... counsel attorneys. Having a working knowledge of Probate and Estate Planning documents is required.... Must be a member in good standing with the Michigan Bar and have 3+ years of probate and estat... 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 Administrative Assistant The candidate will be responsible to Process and manage new business and accounts; Provide support for legal department with various tasks, such as: printing, copying, scanning; answering telephones, and process incoming and outgoing mail; and Gather, compile and scan information to client files/folders, manage archived files. Must have working knowledge of Microsoft Office including Excel and Word, experience with Outlook. Experience in estate... 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