on delivering high-quality tax services and consulting to individual clients and their associated entities. Your key duties will include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax r...
Title: Associate Senior Counsel - Employment, Benefits, and Compensation Law Job Responsibilities: - Provide legal support on employment, benefits, and compensation matters in connection with corporate M&A transactions, which includes due diligence, negotiation, and drafting of relevant transaction documents, as well as...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
The following jobs are no longer active but were real openings previously posted by employers.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.
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities... for closely-held assets held in fiduciary accounts. Work with market... officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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Note: This job is no longer active.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
Counsel - Wealth Management The candidate will provide support to the Wealth Management line of business for day-to-day legal matters and questions, including drafting, reviewing, finalizing, and interpreting agreements and other legal documents. Will provide support to the Senior Counsel as necessary. May also provide direct or indirect supervision for other legal staff, such as Associate Counsel I and paralegals. Research law-related questions and report findings... 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 Officer The candidate will be responsible for: Develops, manages and maintains fiduciary and investment-oriented client relationships.... Utilizes fiduciary knowledge and relationship building... skills to exceed client expectations. Engages clients when presenting recommendations in the areas of personal trusts, investments, and retirement plan administration. Administers trust accounts of average to complicated complexity. Works alongside trust personnel to ensure 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
Senior Trust Officer The candidate will be responsible for: Develops, manages and maintains fiduciary and investment-oriented client relationships.... Utilizes fiduciary knowledge and relationship building... skills to exceed client expectations. Engages clients when presenting recommendations in the areas of personal trusts, investments, and retirement plan administration. Administers trust accounts of average to complicated complexity. Works alongside trust personnel to ensure 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
Regional Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities... for closely-held assets held in fiduciary accounts. Work with market... officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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 report directly to the CEO/Owner. Should be an experienced estate planning attorney with 5+ years of Trust Planning. Experience in Tax Planning needed. Strong attention to detail is necessary.... 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
Manager VI The candidate will be responsible for managing the development, implementation and monitoring of a risk-based compliance program for WBR – Brokerage to ensure compliance with federal, state, legal and regulatory requirements with respect to the core compliance operations of WBR - Brokerage Compliance, supporting all channels, including the Private Client Group, Wealth Brokerage Services, firm Advisors Financial Network and First Clearing Correspondent... 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
Manager VI The candidate will be responsible for managing the development, implementation and monitoring of a risk-based compliance program for WBR – Brokerage to ensure compliance with federal, state, legal and regulatory requirements with respect to the core compliance operations of WBR - Brokerage Compliance, supporting all channels, including the Private Client Group, Wealth Brokerage Services, firm Advisors Financial Network and First Clearing Correspondent... 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
Manager VI The candidate will be responsible for managing the development, implementation and monitoring of a risk-based compliance program for WBR – Brokerage to ensure compliance with federal, state, legal and regulatory requirements with respect to the core compliance operations of WBR - Brokerage Compliance, supporting all channels, including the Private Client Group, Wealth Brokerage Services, firm Advisors Financial Network and First Clearing Correspondent... 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
Manager 5 The candidate reports directly to the Wealth, Brokerage and Retirement (WBR) BSA Manager and also has dotted line reporting to the WFA Chief Compliance Officer. The AML Director leads all day-to-day activities of the WFA AML Program by establishing and maintaining the governing principles and standards which will protect WFA from being used to launder money, finance terrorism and other illegal activity, and to manage the regulatory and financial risks as... 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