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The following jobs are no longer active but were real openings previously posted by employers.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Note: This job is no longer active.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
Senior Fiduciary Counsel The candidate will... serve as the primary corporate fiduciary attorney for specific business... areas and geographic markets and will work closely with the rest of the team covering fiduciary and investments matters for... AMG. Will also collaborate with colleagues and other support personnel covering other lines of business within company. Understand, strategize and problem-solve with internal clients regarding their business areas, providing counseling 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
Senior Wealth Planner II The candidate will serve as a technical, marketing and developmental expert and resource on matters of estate and financial planning, both for prospects and client relationships. Will work closely with Relationship Managers, Trust Advisor's, Investment Advisor's, Banking Advisor's, and market management to showcase our Fiduciary and Trust Capabilities. Assist... in the acquisition of new fiduciary clients; retain, expand, and... deepen existing trust relat... 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
Strategist Duties: Sell wealth management capabilities and products to ultra-high net worth individuals and families with complex financial situations. Seeks prospects, present products and services, educates and advises clients and prospects on tailored solutions designed to meet their specific needs, and follows through to complete sale. Maintains periodic contact with clients, and promotes relationship enhancement opportunities through relationship. Effectively 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
Senior Trust Advisor I Duties: Provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships.... Support the client advisor team in the presentation of fiduciary services to clients and... prospects. Work to grow the trust business and meet with centers of influence to showcase fiduciary strength and depth. Will... execute the terms of any plan or document in which PNC serves as tru... 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 Advisor The candidate will be responsible for the support of Private Client Advisors in any decedent matters that result in The Commerce Trust Company being appointed as Personal Representative or Successor Corporate Trustee, including deaths of Grantors of Revocable Trusts with Commerce as Trustee, or where CTC has been retained by the Trustee or Personal Representative to perform these duties in an Agency relationship. Review and implementation of 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
Counsel The candidate will advise senior management and Senior Trust Counsel on legal issues relating to private trust and estate matters, and institutional trust issues, including qualified investment plans. Support Trust Company Legal Team and trust administration teams in these areas: Advise and support Private Client Advisors and sales professionals on private trust administration. Advise and support Institutional Client Advisors and sales professionals on employee... 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 Advisor II - Clayton (Full Time) The candidate will participate in meetings with Wealth Manager Consultant (“WMC”) and PCA to support ongoing development of new business opportunities that involve Estate Settlement. Will participate in client meetings with PCA to support transition of responsibilities to ESA and provide overview of process for beneficiaries. Participate in internal planning meetings to support targeted strategy. Responsible for completing n... 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 Fiduciary Officer The candidate will... be responsible for providing advice, guidance and training to the Private Bank account teams and centralized units on technical fiduciary issues in support of... sales efforts and administration processes across a fiduciary book of accounts. Will... assist account officers with the exercise of fiduciary discretion and review of... new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matte...... 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
Private Wealth Management 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... 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