Title: Wealth Transition Services Tax Senior Manager - 1041... ultra-high net worth 1041 tax returns and address technical... 1041 filings. - Collaborate with tax staff to ensure accurate... and timely completion of 1041 tax returns in accordance with... company processes. - Interpret...
Job Title Wealth Transition Services Tax Manager - 1041 Expert... Responsibilities A Wealth Transition Services Tax Manager is tasked with... a range of responsibilities that include: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 inquiries, which involve multi-state filings and...
Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process, focusing on... tax income distribution, business succession, estate preservation, and estate plan... reviewing legal documents concerning estate and business succession planning. -......
Services Senior Manager - Estate & GST Reviewer Job Responsibilities: -... Review United States Estate and Generation-Skipping Transfer (GST)... Tax (Form 706) and state-level estate tax returns. - Collaborate with... staff to ensure estate and GST tax returns... other instruments related to estate and business succession...
The following jobs are no longer active but were real openings previously posted by employers.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.
Part-time Wealth Transition Services Manager The candidate typical day as a Wealth Transition Services Manager in NTO might include the following: Interpreting and reviewing various legal documents in relation to estate and business succession planning.... Technical research on estate planning and compliance matters... for internal clients. Assisting clients which may have varied levels of estate planning knowledge. Looking at... the tax situation of the individual... and their estate f... 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Note: This job is no longer active.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
Lead Fiduciary Officer The candidate is responsible for fiduciary and client relationship management of individual Wealth Management accounts, including those where the Bank serves as Trustee, Executor or Agent and accounts under various forms of agreement, including agency, foundation, charitable, revocable, and irrevocable trust accounts. Administers assigned accounts in accordance with the terms specified in the trust agreement. Resolves problems with assigned acco... 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 Specialist The candidate manages all aspects of the wealth planning process to support sales, service and implementation of wealth planning as part of the client experience. Responsible for growing and retaining wealth management relationships by integrating fiduciary knowledge, financial planning, business development and investment knowledge. Focus on acquiring new high net worth and ultra high net worth client relationships and expanding existing relatio... 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 & Fiduciary Manager The candidate has the responsibility for management and administration of fiduciary relationships, primarily personal trust, within trust department. This position is the primary owner of client facing trust team members and is responsible for leading, governing, and reporting business line objectives. This position will be responsible for developing and executing business plan initiatives. Develop and implement department objectives, policie... 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 & Fiduciary Manager The candidate has the responsibility for management and administration of fiduciary relationships, primarily personal trust, within trust department. This position is the primary owner of client facing trust team members and is responsible for leading, governing, and reporting business line objectives. This position will be responsible for developing and executing business plan initiatives. Develop and implement department objectives, policie... 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 Wealth Transition Senior Manager... clients within the individual tax area on individual and... transfer tax topics. Works with staff... to ensure individual, estate, fiduciary, and gift tax... returns are completed correctly... by required deadlines. Works with clients to ensure relevant tax-related information is gathered so... that an accurate tax return can be prepared.... Look at the tax situation of the individual... and their est... 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, Estate and Gift Tax Professional... Duties: Will work with a variety of people from different income brackets and backgrounds on their estate planning and tax compliance... needs to ensure there are assets and income for future generations. Will be responsible for working with clients to assist them with the transition of wealth from one generation to the next. This assistance will include: Preparing and/or reviewing estate and gift tax returns;... reviewing legal documents; 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
Trust and Estate Wealth Transition Senior Manager... clients within the individual tax area on individual and... transfer tax topics. Works with staff... to ensure individual, estate, fiduciary, and gift tax... returns are completed correctly... by required deadlines. Works with clients to ensure relevant tax-related information is gathered so... that an accurate tax return can be prepared.... Look at the tax situation of the individual... and their est... 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
Planning Analyst The candidate supports the Wealth Planners and/or Wealth Planning Strategists in providing planning services to high net worth clients. Prepares analysis and work product on less complex cases. Helps to develop new clients jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with the client. Documents, follows-up on status of, and supports the closing of oppo... 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
Planning Analyst The candidate supports the Wealth Planners and/or Wealth Planning Strategists in providing planning services to high net worth clients. Prepares analysis and work product on less complex cases. Helps to develop new clients jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with the client. Documents, follows-up on status of, and supports the closing of oppor... 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