Title: Manager, Tax - Private Client Job Responsibilities: The Private Client Tax Manager at the company is responsible for providing sophisticated tax compliance, consulting, and planning services to a diverse range of clients, including individuals, multi-generational families, fiduciaries, and ultra-high net worth...
variety of responsibilities aimed at delivering high-level tax services to individual clients, trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. The key duties include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-...
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The following jobs are no longer active but were real openings previously posted by employers.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.
Vice President, National Fundraising Manager, Personal Investments Channel The candidate will serve as a Player/Coach in the Personal Investing Channel. The role will be to act as a National Fundraising Manager in coaching, leading and managing a team of RVP’s, as well as a Charitable Gift Fund Regional Vice President (CGF RVP) whose role is to develop and to implement a Branch, Phone and CGF Channel Strategy for the penetration of CGF into target Personal and W... 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Note: This job is no longer active.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
- Tax, Estate Planning and Financial Planning Research and Commentary The candidate will investigate key topics of interest to individual investors who are seeking to understand and manage taxes and communicate those findings to employees and clients. The work includes advice both for clients with smaller balances as well as higher-net worth clients. Write and publish commentary on tax topics, including tax efficient investing, asset location, withdrawal 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
- Tax, Estate Planning and Financial Planning Research and Commentary The candidate will investigate key topics of interest to individual investors who are seeking to understand and manage taxes and communicate those findings to employees and clients. The work includes advice both for clients with smaller balances as well as higher-net worth clients. Write and publish commentary on tax topics, including tax efficient investing, asset location, withdrawal 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
Relationship Specialist The candidate will be responsible for creating an outstanding, expert experience to clients in order to build and maintain client loyalty. Will proactively deliver unparalleled value and outstanding service to clients in order to build and maintain client loyalty. Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationsh... 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
Relationship Specialist The candidate will proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty. Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs. Demonstrate a strong passion for client service, exhibi... 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 Services Relationship Professional Duties: Proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty. Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs. Proactively assess and demonstrate ownership 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
Wealth Strategist The candidate is responsible to Consult with high net worth clients on financial planning issues including trusts, and other estate planning considerations. Illustrate various planning scenarios for clients to consider with their own attorneys. Act as subject matter experts internally and externally. Document client interaction. Public speaking to partners and clients. Must have College degree. Graduate degree, or Professional degree such as ., 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
Services Relationship Specialist Duties: Proactively deliver unparalleled value and outstanding service to our clients in order to build and maintain client loyalty. Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs. Proactively assess and demonstrate ownership to resolve 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
Services Relationship Specialist Duties: Actively deliver unparalleled value and excellent service to our clients in order to build and maintain client loyalty. Proactively leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Proactively utilize active listening skills, and relationship building skills to uncover and assess underlying client needs. Demonstrate a strong passion for client service, exhibiting po... 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
Hotline Professional Duties: Deliver unparalleled value and remarkable service to our clients in order to build and maintain client loyalty. Leverage emotional intelligence to meet clients and inheritors emotional needs during a challenging life event. Practice active listening skills, and relationship building skills to uncover and assess underlying client needs. Demonstrate a strong passion for client service, exhibiting positive energy and problem solving skills 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