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 Managing Director, Private Client... Services Job Responsibilities: - Lead tax and consulting engagements while... and address client needs, tax planning, and consulting opportunities. -... clients, providing executive presence. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns,...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is tasked with providing tax compliance and consulting services... is centered around managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......
Job Title: Manager, Tax - Private Client Job Responsibilities: -... Provide tax compliance and advisory services... to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand...
The following jobs are no longer active but were real openings previously posted by employers.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.
Center Trust Advisor Duties: Directly administers all types of Private Wealth Management (PWM) Trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. Conforms to company's policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understan... 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Note: This job is no longer active.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
Fiduciary/Trust Tax Services Seasonal Employee T... will be providing trust tax compliance and support services... for organizations that utilize a trust accounting system including banks, wealth management firms, family offices, trust companies and law firms. Prepare 1099 forms and fiduciary income tax returns. Utilize Thomson Reuters... ONESOURCEâ„¢ Trust Tax software. Translating complex data... from a range of sources into client insights and deliverables. Communicating complex tax... 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 Services Senior Manager -... Business Tax Services - National Tax... - Private Client Services... / Family Enterprise Business Services The candidate will be assisting client to develop, execute and monitor the success of internal and external business growth strategies including business performance management assessments, KPI alignment, business life cycle maturity assessment, strategic positioning, and leadership effectiveness. Will be preparing complex financial models and an... 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
Education Practice - Senior Associate The candidate will assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Will assist in the management of several clients, while reporting to Managers and above. Train and lead staff. Establish effective working relationships directly with clients. Contribute to the development of own and team’s technical acumen. Keep up to date with loca... 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 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
Tax Manager - Private Client... Services The candidate will provide tax-related domestic and cross-border planning... and compliance assistance to business-connected individuals and their associated entities. Will assist individual clients needing a wide range of tax services, including tax compliance,... tax planning and tax advice... relating to their business interests, investments and related assets. Serve as an advisor to high-net-worth individuals, family businesses and executive... 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
McLean, VA, United States Salary Range $115,000 - $325,000 # Managing Tax Director, Private Client Services... at Company ## Job Summary Private Client Services at Company is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The... Private... 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
Salary: $80,000 - $120,000 Bold Headlines: - Job Title: Fiduciary Tax Accountant III - Experience... Required: Minimum of 8-10 years in fiduciary tax services environment - Salary:... $80,000 - $120,000 per year Bank of America is dedicated to responsible growth and creating a diverse and inclusive workplace for all employees. We offer competitive benefits to support the well-being of our employees and their families. Join our team and make an impact while embracing change... 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 Services Senior - National... Tax - Fiduciary Trust Tax... Services The candidate will... be responsible for completing Forms 1099, fiduciary and individual income tax returns, and estate and... gift tax returns. Will ensures... the... integrity of client data by reviewing and correcting account and transaction data bridged from client accounting systems to company systems. Reviews and corrects account and transaction data bridged from client accounting systems to company systems. Upon fi... 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