Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Title: Tax Manager, Lead Tax Services Job Responsibilities: - Lead and manage multiple complex client engagements, delivering high-quality tax solutions tailored to client needs. - Provide strategic tax consulting and compliance services with a focus on identifying tax efficiencies and minimizing risk. - Oversee...
The following jobs are no longer active but were real openings previously posted by employers.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.
Counsel III - BSA / AML The candidate will work closely with the Chief BSA/AML Compliance Officer and have constant interface with regulators while providing counsel on the application of BSA/AML laws to new and existing financial products/services. Assist in AML reviews related to M&A activity. Monitor new and revised BSA/AML laws/regulations, including changes to OFAC sanctions programs, provide comments as appropriate, and counsel on implementation and impact of sa... 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Note: This job is no longer active.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
Legal Counsel Duties: Serves as the spokesperson/contact in legal matters related to outside regulatory agencies, providers, members/clients, and other external contacts. Responsible for all compliance matters (corporate entities and all product lines): State licensure. Regulatory and statutory interpretation and analysis: Ensure **Members Only** products. Interpret new rules and regulations, and the imp... 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
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
Planning and Trust Advisor Duties: The candidate will manage and develop an assigned book of business with individuals and families. Will grow the book of business through identifying value added products and services for the client, identifying/acquiring client assets held outside of company, and developing additional client base through client and professional referrals (and other sales methods), that possess a federally taxable estate valued at $5M+ and at leas... 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
and GC - Enterprise Legal Services The candidate, under direction of Global General Counsel-COE, serves as head of the legal department's Regional focused COE. Drives regional strategy and ensures successful execution of legal services for assigned country/geographies and functional/technical expertise for groups that represent all company Business Units within that region. Keeps company as the ultimate client and strategically guides decisions to this end. Ensures struct... 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 and Trust Advisor The candidate will manage and develop an assigned book of business with individuals and families. Grow the book of business through identifying value added products and services for the client, identifying/acquiring client assets held outside of company, and developing additional client base through client and professional referrals (and other sales methods), that possess a federally taxable estate valued at $5M+ and at least $1M in inve... 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
of Charitable Services Operations Duties: Provides operational leadership for charitable products. Serve as the director of charitable services operations for charitable products offered through distribution network and oversees the operations staff that support the charitable products. Review legal documents related to charitable products, consulting with other members of the department as needed, and work with general counsel in seeking outside consultation. Wor... 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
Financial Advisor Duties: Reports to Managing Director. Provide high-level, personalized service for individuals with a federally taxable estate valued at $5M+ and at least $1M in investable assets; working with clients to build investment portfolios, estate planning/management/settlement, philanthropic, retirement planning, tax management and descendent/intergenerational planning. Leads and delivers core market services of trust and estate planning and administrati... 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
administrator The candidate will serve as an administrator for sales and distribution staff in an assigned core market(s) to include investment, charitable and trust products, which will include accounts where firm's Trust Company has a fiduciary role. Will provide timely, consistent support and communication to sales and distribution staff. Provide coordination for estate and trust administration to assure timelines are defined and deadlines are met. Open, adminis... 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
The candidate will be part of a team of Attorneys (Estate and Tax), CPAs, and Financial Professionals working together to change the lives of our clients through in-depth planning encompassing tax, legal, and financial planning. Will be assisting in tax planning for clients. Must be Bar Licensed. Should have 1+ years of experience. Excellent communication skills is needed.... 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