Title: Associate General Counsel, Tax Job Responsibilities: - Advise on tax... aspects of private credit... Subchapter K, and the tax implications of multi-tranche, cross-border... ECI and FIRPTA considerations. - Research and interpret tax laws and regulations affecting... private credit, hedge funds, and high-ne...
Job Title: Tax Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities.... information necessary for preparing tax returns. - Develop an... S-Corp, foundation, partnership, and gift tax returns across Federa......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... and others with complex tax and financial structures. This... role involves managing tax and consulting engagements, identifying... and addressing client needs, tax pl...
The following jobs are no longer active but were real openings previously posted by employers.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.
Giving Director The candidate responsible for building, leading and managing a robust planned giving program at company and its affiliated hospitals. Will be responsible for all facets of the program including working with prospective donors and advisors to encourage, plan and close gifts, devise marketing, communication and recognition programs to support growth of PG revenue, and work with front-line staff and their prospects. Will serve as liaison between the Foun... 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Note: This job is no longer active.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 Fiduciary Advisor The candidate will be responsible for managing significant and often complex fiduciary client relationships. Will be responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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 Fiduciary Advisor The candidate will be responsible for managing significant and often complex fiduciary client relationships. Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new rela... 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
Strategist The candidate will deepen and broaden relationships with qualified wealth clients and prospects by working with other wealth management team members and partners such as Private Client and Investment Advisors and other planning specialists to identify, evaluate, implement and administer wealth management strategies, tactics and solutions. Will serve as subject matter expert for fiduciary issues. May serve as primary point of contact for the client or prospe... 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
Strategist The candidate will deepen and broaden relationships with qualified wealth clients and prospects by working with other wealth management team members and partners such as Private Client and Investment Advisors and other planning specialists to identify, evaluate, implement and administer wealth management strategies, tactics and solutions. Will serve as subject matter expert for fiduciary issues. May serve as primary point of contact for the client or prospe... 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 Fiduciary Advisor The candidate will be responsible for managing significant and often complex fiduciary client relationships. Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new rela... 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
Competitive #hiring #NationalWealthStrategiesAdvisor #job #careers ## National Wealth Strategies Advisor We are looking for a National Wealth Strategies Advisor to join the National Wealth Strategies group, part of the Chief Investment Office, to help provide clients with holistic advice and strategies to manage their wealth. The role requires a minimum of 10 years of directly related experience and the ability to gain client's respect and trust. The... 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, Executive Finance Responsibilities:... Ownership of overall tax compliance function; Manage and... Review tax returns for individuals, gift,... partnerships, foundation, and trusts... prepared by our third party service providers. Review supporting work papers, trial balances, book and tax entries, and data for... accuracy, reasonableness, and completeness. Research complex technical tax topics, prepare memorandums, and... communicate research findings effectively to senior manag... 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
Senior Wealth Planner The candidate provides a wide range of financial planning duties for existing and prospective clients. Develops financial plans include retirement modeling, risk management/insurance analysis and estate planning that align with the client goals. Provides expertise and guidance to sales approach. Interviews individual clients to determine client's assets, liabilities, cash flow, insurance coverage, tax status and financial objectives... and estate 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