Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team and lead initiatives in business development and client relations. - Oversee multiple projects ensuring exceptional delivery and build and maintain executive-level client relationships. - Mentor and guide...
high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of tr...
research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. You will prepare and lead client meetings concerning compliance and consulting projects, focusing on tax planning opportunities and the tax implications of transactions....
of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role involves preparing and leading client meetings on compliance and consulting projects concerning tax planning opportunities and the tax implications o...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust and Estate Advisor The candidate will be responsible for the complete administration within the established administrative policies and procedures, assigned accounts which could include the following: agencies, trusts under agreement, trusts under will, court supervised accounts, custodial and safekeeping accounts. Will manage the larger and more important accounts in accordance with the terms of the nominating instrument and in a manner consistent with the need... 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Note: This job is no longer active.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
Settlement Specialist - Southfield, MI: - Job title: Estate Settlement Specialist - Location: Southfield, MI, United States - Salary: Competitive and based on experience - Experience: 2+ years of estate settlement, probate administration, trust administration, financial planning, or estate planning experience - Employment type: Full-time, non-exempt position About the company: - Company: Plante Moran Wealth Management (formerly Plante Moran Financial Advis... 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 Settlement Specialist The candidate will be diving in with hands-on experience and substantial depth to administer the estate settlement process for clients who have passed away. Collaborating with staff at all levels of the firm and welcoming high-net-worth individuals and families into your client repertoire. Perform and monitor most aspects of the estate-settlement (post-death administration) process, including any probate administration, for the Trust Offic... 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 Advisor The candidate will be understanding fiduciary accounting and trust accounting... system. Facilitating account opening/closing/transfer process. Facilitating written and verbal communications between internal and external clients including distribution requests, documentation, client meetings and other matters. Perform and monitor most aspects of daily trust administration for Trusts Officer’s book of business. Manage and review daily transactions and prepar... 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 Advisor The candidate will perform and monitor most aspects of daily trust administration for Trusts Officer’s book of business. Understand fiduciary (income/principal) accounting and investment... transactions. Facilitate trust accounting system account opening/closing process. Manage and review daily transactions and prepare receipts and disbursements. Perform annual account reviews and document compliance with fiduciary requirements. Research trust terms... unique to each... 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 Advisor The candidate will be understanding fiduciary accounting and trust accounting... system. Facilitating account opening/closing/transfer process. Facilitating written and verbal communications between internal and external clients including distribution requests, documentation, client meetings and other matters. Perform and monitor most aspects of daily trust administration for Trusts Officer’s book of business. Manage and review daily transactions and prepar... 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 - Estate and Trust Group The candidate will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for high net-worth clients. Simultaneously, conduct multiple engagements, maintaining contact with clients. Review, interpret and summarize estate planning-related legal documents. Research Federal, State, and International tax laws regarding estate and gifts prepare memorandums on technical topics, and develop tax savings strategies... 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 - Estate and Trust Group The candidate will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for high net-worth clients. Simultaneously, conduct multiple engagements, maintaining contact with clients. Review, interpret and summarize estate planning-related legal documents. Research Federal, State, and International tax laws regarding estate and gifts prepare memorandums on technical topics, and develop tax savings strategies... 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 - Estate and Trust Group The candidate will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for high net-worth clients. Simultaneously, conduct multiple engagements, maintaining contact with clients. Review, interpret and summarize estate planning-related legal documents. Research Federal, State, and International tax laws regarding estate and gifts prepare memorandums on technical topics, and develop tax savings strategies... 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 - Estate and Trust Group The candidate will primarily focus on trust, estate, gift, private foundation, and personal tax compliance for high net-worth clients. Simultaneously, conduct multiple engagements, maintaining contact with clients. Review, interpret and summarize estate planning-related legal documents. Research Federal, State, and International tax laws regarding estate and gifts prepare memorandums on technical topics, and develop tax savings strategies... 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