Title: Wealth Transition Services Senior Manager - Estate & GST Reviewer Job Responsibilities: - Review United States Estate and Generation-Skipping Transfer (GST) Tax Returns (Form 706) and state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are...
Title: Wealth Transition Services Tax Manager - Tax & Estate Planning Job Responsibilities: - Advising and consulting on the estate planning process, focusing on tax perspectives related to cash flow projections, income distribution, business succession, estate preservation, and estate plan flow. - Interpreting...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job 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...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041 tax returns and address technical questions related to multi-state filings, complex pass-through entities, hedge funds, partnerships, and S corporation implications for...
The following jobs are no longer active but were real openings previously posted by employers.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Note: This job is no longer active.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
and Estate Wealth Transition Manager The candidate will act as a firmwide resource to serve high net worth clients on individual and transfer tax topics, and assist them with the transition of wealth from one generation to the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.... 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 Estate Wealth Transition Senior Manager The candidate will be responsible for serving 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
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
and Estate Wealth Transition Senior Manager The candidate will be responsible for serving 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
and Estate Wealth Transition Manager The candidate will act as a Firm wide Resource to serve high net worth clients on individual and transfer tax topics, and assist them with the transition of wealth from one generation to the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.... 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
Transition Services Manager The candidate will act as a firm-wide resource to serve high net worth clients on individual and transfer tax topics, and assist them with the transition of wealth from one generation to the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Will also work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepare... 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
Officer- Wealth Management Group The candidate will be responsible for representing Bank Management Division in its fiduciary capacity as Trustee, Executor or Agent under various forms of agreement. Will have responsibility for overall administration of non-complex assigned accounts. Generally assigned accounts are fully invested in mutual funds. Ensures assigned accounts are in compliance with bank audit and security standards, policies and procedures. Administers ass... 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
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
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