planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
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The following jobs are no longer active but were real openings previously posted by employers.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.
Manager, Trust Client Services Duties: Managing the account opening and closing process for the Personal Trust group. Provides support to client facing relationship managers regarding trust administration. Manages the account opening and closing process for all Personal Trust accounts including fiduciary review and due diligence.... Reviews fiduciary legal documents and client... agreements and makes recommendations on changes. Responsible for ensuring client agreements are in 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Note: This job is no longer active.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
Manager, Trust Client Services Duties: Responsible for managing the account opening and closing process for the Personal Trust group. Provides support to client facing relationship managers regarding trust administration. Manages the account opening and closing process for all Personal Trust accounts including fiduciary review and due diligence.... Reviews fiduciary legal documents and client... agreements and makes recommendations on changes when appropriate. Responsible for en... 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 Relationship Manager Responsibilities: Manages and develops complex client relationships for Trust, fiduciary services, Investment Management services,... and other types of accounts along with estate administration. Manages and develops new business for large and complex relationships. Keeps current with all developments, applicable laws and regulations within individual field and provides advice to more junior administrators, investment officers and/or business developm... 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 Consultant The candidate will be responsible for establishing and maintaining strategic national, regional and local relationships within the territory. Fact-finding and prospecting with assigned advisors to maximize sales results. Training advisors on products and features, sales and marketing ideas as well as new business and underwriting processes. Providing illustration, case and product design support with assigned advisors. Assisting advisors at the 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
The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust and estate advisor and wea... 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
The candidate will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for the client experience and engaging resources to deliver a complete Wealth Management solution. Responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (investor, capital advisor, trust and estate advisor and wea... 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 Senior Transactions Manager - TMG The candidate will review highly complex specialized deals transactions / structures aligned to a business or multiple product segment from initiation through closing. Will be a key liaison with outside counsel and in conjunction with Client and Business Development may drive and take lead in negotiation of the terms of the structure. Serve as primary contact with internal and external parties on new and existing transactions... 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 Officer Duties: Responsible for servicing and developing personal trust and investment management relationships, institutional custody and investment management relationship, and/or retirement services relationships as a relationship manager. Primary activities and responsibilities include relationship management, investment and asset management responsibilities, business development and Trust administration. Conducts relationship, investment and plan reviews wit... 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
Director, Private Company Services The candidate will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by private companies throughout the business lifecycle - from inception to growth, and maturity to transition. Bachelor's degree in Accounting is required. CPA, Enrolled Agent or membership of the Bar essential. Must have 8+ years of experience. Should have extensive knowledge of the complex tax issues faced by non-publicly traded co... 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 - Wealth and Asset Management The candidate will provide high net worth and ultra-high net worth clients with estate, financial, and business succession planning services from design through implementation and monitoring. Will develop, implement, and monitor wealth plans for clients in coordination with other team members. Help uncover additional, unrealized opportunities with existing clients by participating in regularly scheduled reviews and team meetings.... 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