Title: Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible Job Responsibilities: - Review United States Estate (Form 706) and Generation-Skipping Transfer (GST) Tax Returns, as well as state-level estate tax returns. - Collaborate with staff to ensure estate...
Title: Wealth Transition Services Tax Manager - Tax & Estate Planning Job Responsibilities: - Advising and consulting on estate planning processes, focusing on tax perspectives related to cash flow projections, income distribution, business succession, estate preservation, and estate plan flow. - Interpreting and...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041s and handle technical questions related to 1041 filings, including multi-state filings and complex analysis involving pass-through entities, hedge funds, partnerships, and...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
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
and Fiduciary Specialist Duties: Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skil... 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
and Fiduciary Specialist Duties: Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skil... 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
and Fiduciary Specialist Duties: Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skil... 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
Fiduciary Advisory Specialist (LO) 1 Duties: Applies knowledge and skills in the area of fiduciary and estate matters, wealth planning, investments (asset allocation, multiple asset class usage, risk management) and client acquisition skills to serve high net worth clients. Partners with senior FAS to further develop fiduciary knowledge and client facing advisory experience. In partnership with FAS and/or IFS leader, delivers advisory based services to clients with less... 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
Fiduciary Advisory Specialist (LO) 1 Duties: Partners with senior FAS to further develop fiduciary knowledge and client facing advisory experience. Delivers advisory based services to clients with less complex Wealth Management (WM) planning needs in collaboration with partners and Centers of Influence. Applies working knowledge of Specialized Wealth Services (SWS) and may develop SWS specialty area(s). Serves as a Relationship Manager to contribute to WM business and 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
Trust Specialist I The candidate will handle the administration of trust accounts, estates, investment agency, and IRA... accounts in accordance with legal documents, provisions of state law and appropriate policies and procedures. Sales and service responsibilities are key components of the position. Maintain and administer a full load of existing accounts in full compliance with bank policies and procedures, applicable state laws, account documents, and regulations establishe... 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 Planning Specialist The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong communi... 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
Attorney The candidate will represent clients in county and surrounding counties. Practice areas include, family law, criminal defense, real estate (landlord-tenant), debt relief & bankruptcy, business & employment, business litigation, tickets, DUI/DWI, trusts & estates, and immigration. Must have... good standing with State Bar. Should have no prior disciplinary history. Must have and/or maintain strong customer reviews. Active member of the Montana State Bar required.... 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