Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager within the... is tasked with delivering tax compliance and consulting services... The role involves managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... key responsibilities include: - Managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunitie......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager, Private Client... business development, and people skills to provide tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements, identify......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior, Private Client Services... tasked with providing specialized tax compliance and consulting services... to high net-worth clients. This role involves leveraging educational background and professional experience along with skills in communication,...
The following jobs are no longer active but were real openings previously posted by employers.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.
History - Wday Job Exempt The candidate's duties include: Develops, consults on and implements tax, estate and financial plans... for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses... and p... 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Note: This job is no longer active.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
PCS Tax Senior Manager Are... you an experienced tax professional looking for your... opportunity? BDO is looking for a Private Client Services (PCS) Senior Manager to join the team in Grand Rapids, MI. As a PCS Senior Manager, you will assist in providing tax compliance and consulting services... to our high net worth clients. At BDO, we offer a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards 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
Planning Manager The candidate will ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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 Planning Attorney Duties: Counseling clients on the use of various estate planning techniques and related instruments such as wills, trusts, powers of attorney. Advising clients on these matters, will be responsible for the drafting and execution of various planning documents. Will consult directly with Financial Professionals and network of accountants/CPAs to ensure the financial and tax planning aspects presented by... the Financial Professional coincide with estate... 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 Senior The candidate engages in fiduciary decision-making by executing the terms of any will or document in which firm serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services to an assigned book of business and serves as a specialized fiduciary expert for estates in those 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
Senior Wealth Strategist The candidate develops, consults on and implements tax, estate and financial plans... for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses... and plans. Makes generally accepted recommendat... 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 Officer Duties: Act in a fiduciary capacity to perform activities relative to the administration of trusts and estates under the terms of the governing documents. Direct collection of income or proceeds in accordance with the governing rules related to income and principal. Ensure that fiduciary judgment is followed in collecting, liquidating, distributing, and investing trust assets in accordance with fiduciary investment statutes, terms of the gove... 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 Client Services Tax Manager The candidate will... assists in providing tax compliance and consulting services... to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention... strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Bachelor’s degree in Accounting or other relevant field required. Masters in Accounting or Taxation, JD o... 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