Job Title: Tax Manager, Private Wealth Job Responsibilities: -... partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift,...
The following jobs are no longer active but were real openings previously posted by employers.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.
RESPONSIBILITIES: Real Estate: Draft and review closing documents; coordinate closings with outside counsel; organize and maintain permanent files for properties; prepare real estate filings; prepare documentation for building permits; review and obtain any missing title or ownership records; research clients’ property records; update real estate summary database with new properties, trusts, trustee information, amendments and recording data; Drafting: Under th... 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Note: This job is no longer active.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
Responsibilities Direct oversight and delivery of fiduciary services to sophisticated trusts in accordance with applicable law, governing instruments, contractual agreements and Board and Board committee actions. Identify planning opportunities via evaluation of alternative structures, holdings and strategic initiatives that enhance account objectives. Implement approved strategies. Prepare account trust 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Note: This job is no longer active.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
Responsibilities: Real Estate: Draft and review closing documents; coordinate closings with outside counsel; organize and maintain permanent files for properties; prepare real estate filings; prepare documentation for building permits; review and obtain any missing title or ownership records; research clients’ property records; update real estate summary database with new properties, trusts, trustee information, amendments and recording data; Drafting: Under... 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
Officer The candidate will have responsibility for designated client accounts, including various trusts, high net worth individuals, investment partnerships, two operating equestrian farms, and other business entities. Will regularly communicate with outside advisors (relating to real estate, aviation, banking, etc.) and with individual clients (including trust beneficiaries and the Farm Manager). Will coordinate with the team to carry out account administration and 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
Family Tax Senior Associate The candidate... will assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.... Work on multiple... engagements that deliver proactive tax planning and strategic consulting... including federal estate, gift, charitable planning,... 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
Associate, Estate Planning Strategist Responsibilities: Review and summarize client estate planning documents and debrief with the client team, offering explanation and ideas on tax approaches and strategies. Oversee... the organization of client estate planning documents. Work with the investment team on funding trusts. Liaise with clients’ legal and tax advisors. Attend client meetings... with client teams on an as-needed basis. Stay current on estate planning strategies as a re... 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 is responsible for providing fiduciary guidance and expertise 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
VP, Charitable Planning Consultant Duties: Building awareness and positioning FC products to financial, legal, and tax planning intermediaries. Representing, building... awareness, and positioning products within the Fidelity distribution channels, especially Fidelity branches. Introducing FC to new lines of philanthropy, including Private Equity, Corporate and others. Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues. E... 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
Trust Officer The candidate will be responsible for performing or overseeing all the details of trust account management and administration. Will be ensures that the client’s portfolio is invested in the appropriate investment strategy. Responsible for monitoring account activity to ensure compliance with a trust document, as well as internal procedures; investigating and recommending action on discretionary decisions; and providing estate and tax expertise as necessary. M...... 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 Senior Responsibilities: Supervises staff... and seniors and reviews their work product for completeness and accuracy. Primary work product will include federal and state individual income tax returns, fiduciary income tax... returns, gift tax returns,... and estate... tax returns. Provide timely, high... quality services and work products that meet or exceed client expectations. Participate in client meetings and collaborate with the team to deliver integrated... 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