Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
The following jobs are no longer active but were real openings previously posted by employers.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.
Planner Duties: Will be responsible for advising clients on relevant tax laws and regulations related to estate planning. Will present estate planning options and alert clients to changes in tax laws affecting plans. Keep clients and firm informed of estate planning developments by providing explanations of legal concepts. Review wills, trusts, financial powers of attorney, health care directives and health care powers of attorney prepared by outside attorneys. Recomm... 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Note: This job is no longer active.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
Planner Duties: Will be responsible for advising clients on relevant tax laws and regulations related to estate planning. Will present estate planning options and alert clients to changes in tax laws affecting plans. Keep clients and firm informed of estate planning developments by providing explanations of legal concepts. Review wills, trusts, financial powers of attorney, health care directives and health care powers of attorney prepared by outside attorneys. Recomm... 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Note: This job is no longer active.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
Wealth Manager Fiduciary Specialist The candidate will serve as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. Will manage and administer client relationships primarily comprised of trust accounts. Interpret and understand trust instruments and related legal documents governing each relationship working with internal and external resources as necessary. Meet with co-trustees and beneficiaries to ensure B... 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
Wealth Management Personal Trust Relationship Manager The candidate will be responsible for the efficient administration of trust accounts for a high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor... or agent. provide expert advice and counsel in personal trust products and services, including high level customer service to customers, attorneys and beneficiaries, and administer accounts in a manner that ensur... 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
Leader - Wealth Management Fiduciary Specialist The candidate serves as the trusted advisor to high net worth clients and their families, as well as charitable trusts and foundations. Will have responsibility for managing and administering client relationships primarily comprised of trust accounts. Interpret and understand trust instruments and related legal documents governing each relationship working with internal and external resources as necessary. Work with co-tru... 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 – Trusts and Estates - Estate Administrator, Associate The candidate will work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Will respond to client issues, anticipate... 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
Associate Trust Officer DUTIES: Coordinate fiduciary services for 30 client relationships. Administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk. Execute the terms of any estate plan or documents in which serves as Trustee, Executor, Personal Representative, Guardian or... Agent for Fiduciary, often exercising broad discretion for beneficiaries with competing interests... 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, Trust & Estates, Trust Administrator Duties: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, tax, administrative and inv... 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, Trust and Estates, Estate Administrator The candidate will work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate), and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, tax, adminis... 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, Trust and Estates, Estate Administrator - Associate The candidate will work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, t... 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