They will conduct high-level reviews of tax research concerning 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 related to tax planning oppo...
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The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to... ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult... or complex questions r... 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Note: This job is no longer active.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 TC Senior Fiduciary Relationship Specialist The candidate... will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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 Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to... ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult... or complex questions r... 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 TC Fiduciary Relations Specialist II The... candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue... 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
Personal Trust Officer The candidate will administer personal trust accounts according to document provisions and related fiduciary and agency accounts. Will... comply with trust and banking regulatory requirements and assist with the development, implementation and oversight of Division and Bank initiatives that advance sound business practices and enhance customer satisfaction. Should have a Bachelor's degree from an accredited four-year university in Business Administration... 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
Personal Trust Officer II - CPB Trust Division Duties: Will administer complex personal trust and related fiduciary and agency accounts. Comply... with regulatory requirements and assist with the development, implementation and oversight of Division and Bank initiatives that advance sound business practices and enhance customer satisfaction.... 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
Personal Trust Department Manager Duties: Will be responsible for leadership of the personal trust department and oversight of its accounts according to document provisions and fiduciary standards. Will administer the... Division’s most complex and sensitive personal trust accounts. Additional primary responsibilities include business development (estate planning, administration, investment services) and cross-referrals, client service and relationship management, and satisfa... 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 II The candidate will administer complex personal trust and related fiduciary and agency accounts. Will... comply with regulatory requirements and assist with the development, implementation and oversight of Division and Bank initiatives that advance sound business practices and enhance customer satisfaction. Perform all duties and interact with internal and external customers in a manner aligned with the Company Core Values of Teamwork, Integrity and Exceptional... 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
Client Services Manager The candidate will responsible for the leadership, customer experience, and growth of the Private Client Services Department. Primary responsibilities include staff oversight and development, oversight/compliance of administration of private client accounts (investment management, IRA, personal trust), client service/relationship management, marketing and business development of private client services, and referrals to the Wealth Team and Ban... 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
Fiduciary "Trust" Relationship Manager ... Duties: Under the direction of the Manager of the Personal Trust Department and reporting to a Senior Fiduciary Leader, this position will... be responsible for the growth and servicing of the Fiduciary accounts where the bank... is acting as trustee, personal representative, conservator, guardian or agent. Responsible for soliciting, developing, managing and retaining client relationships for Personal Trust. Applies deep knowledge and skil... 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