Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals. - Manage and review tax returns for individual or trust tax clients, including federal, foreign, state,...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize wealth management goals for clients and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust...
Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals for clients and families. - Manage and review tax returns for individual or trust tax clients including federal, foreign,...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns 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The following jobs are no longer active but were real openings previously posted by employers.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.
Positon Responsibilities Direct oversight and delivery of fiduciary services to sophisticated trusts... in accordance with applicable law, governing instruments, contractual agreements and Board and Board committee actions. Identify planning opportunities via evaluation of alternative structures, holdings and strategic initiatives that enhance account objectives. Implement approved strategies. Prepare account trust and... 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Note: This job is no longer active.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 The candidate will have responsibility for designated client accounts, including various trusts, high net worth individuals, investment partnerships, two operating equestrian farms, and other business entities. Will regularly communicate with outside advisors (relating to real estate, aviation, banking, etc.) and with individual clients (including trust beneficiaries and the Farm Manager). Will coordinate with the team to carry out account administration and to... 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
RESPONSIBILITIES: Real Estate: Draft and review closing documents; coordinate closings with outside counsel; organize and maintain permanent files for properties; prepare real estate filings; prepare documentation for building permits; review and obtain any missing title or ownership records; research clients’ property records; update real estate summary database with new properties, trusts, trustee information, amendments and recording data; Drafting: Under th... 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
Responsibilities: Real Estate: Draft and review closing documents; coordinate closings with outside counsel; organize and maintain permanent files for properties; prepare real estate filings; prepare documentation for building permits; review and obtain any missing title or ownership records; research clients’ property records; update real estate summary database with new properties, trusts, trustee information, amendments and recording data; Drafting: Under... 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, Benefits Law The candidate works in conjunction with and takes general direction from the Senior Counsel, Benefits and Employment Law and together are directly responsible for providing all legal advice and counsel on issues related to the Employee Retirement Income Security Act (ERISA), Health Insurance Portability and Accountability Act (HIPAA), employee benefits, pension investment, benefit plan administration, fiduciary responsibilities and other benefits... relate... 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
Benefits Law Duties: Works in conjunction with and takes general direction from the Senior Counsel, Benefits and Employment Law. Will be directly responsible for providing all legal advice and counsel relating to employee benefit plans offered to . employees. Advice will encompass all aspects of the design, operation and administration of employee benefit plans, requiring a comprehensive knowledge of the Employee Retirement Income Security Act (ERISA), as well 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
Attorney The candidate will ensure compliance with laws affecting qualified and non-qualified pension and welfare benefit plans, including drafting plan documents, plan amendments, summary plan descriptions and employee communications; provide advice on plan design and policy issues; provide guidance on administrative questions; and defend regulatory audits. Provide day to day advice and counsel to in-house benefits professionals and human resources management; advise... 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
Compliance Director - Investment Advisory The candidate will provide investment advisory compliance coverage for company's Personal Wealth Management (PWM) and company's Personal Investments (PII) activities operating under the Group. Will provide specialist support/advice to business/product management staff to facilitate appropriate and effective compliance with 1940 Act registered investment adviser regulations, Group's fiduciary policy, and other relevant... Group policies.... 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, Benefits & ERISA Law The candidate will provide all advice and counsel on issues related to ERISA, HIPAA, employee benefits, and pension investment management. Also serve as secretary to the various ERISA committees and is the HIPAA privacy officer. Ensure compliance with laws affecting qualified and non-qualified retirement and welfare benefit plans, including drafting/reviewing plan amendments, summary plan descriptions, agreements and employee communicatio... 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
Planning/Business Formation Attorney The candidate will be counseling clients on the use of various estate planning techniques and related instruments such as wills, trusts, powers of attorney, etc. Advising clients on these matters, and will also be responsible for the drafting and execution of various planning documents. State Bar Membership In Good Standing is preferred. Should be admitted to the Tennessee Bar, and have 3 years prior estate planning experience. Wil... 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