planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,... fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... leadership, technical, 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 ......
Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and... expand knowledge in individual, gift, trust, and estate tax... planning and consulting, as... well as overall professional development. - Develop and sustain excellent client...
The following jobs are no longer active but were real openings previously posted by employers.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 Fiduciary Manager - Philanthropic Services The candidate will work with individuals, families and nonprofit organizations. Responsible for the growth, delivery and fiduciary oversight of advisory-based services to philanthropic clients in collaboration with the Philanthropic Specialists and Private Banking team members including Wealth Advisors, Investment Strategists, Private Bankers, Fiduciary Advisory Specialists (FAS) and Financial Advisors. Leading the t... 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Note: This job is no longer active.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 Planner 2 Duties: Supports the relationship team by in providing wealth planning services to high net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops comprehensive, integrated and multigenerational wealth plans. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable planning, business... successio... 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
Management Senior Fiduciary Advance Specialist The candidate will be primary contact for coordination for Investment and Fiduciary Services; serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows and retains Wealth Management relationships by integrating fiduciary knowledge, wealth planning, investm... 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 Planning Strategist The candidate plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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 Planning Strategist The candidate plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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 Planning Strategist The candidate plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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
Risk Consultant (Operational Risk Consultant IV) The candidate helps the Philanthropic Services team members in Wealth Management navigate certain risk matters relating to Investment & Fiduciary Services accounts established by - or for the benefit of - charities or nonprofit/tax-exempt entities, including public charities, private foundations, charitable remainder trusts, and charitable lead trusts. Serves as AML/KYC Coordinator for Philanthropic Services 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
Management Senior Wealth Planner II The candidate will serves as senior wealth planner to the most complex, visible and top revenue generating clients defined as clients or prospects with $5mm or more in investable assets. Partners with the relationship team and Regional Managing Director to identify and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on the most complex planning engagements, in... 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
Business Intern - Summer 2017 The Intern will partner with leadership to work on business-critical projects resulting in an immediate impact to SAS and customers. Will be contributing code to our industry-leading software or ensuring the quality of products for Fortune 100 customers. Interact with senior leadership, and share their contributions with the entire company. As an intern for Global Finance Department, will work on cross-functional projects in areas such as Tax, 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
Business Intern Program - Summer 2019 Interns for our Global Finance Department, will work on cross-functional projects in areas such as Tax, Payroll, Internal Audit, and... Global Reporting and Analysis. The Marketing intern will assist on projects that range from Advertising Campaigns, Digital Marketing, Search Engine Marketing, Social Media, Communications and Web Optimization. Intern opportunities may include roles areas such as: Talent Acquisition, HR Business Partners,... 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