The Tax Senior Manager, Private Client... Services position is a full-time role that offers a competitive salary and comprehensive benefits package. This position requires a bachelor's degree in Accounting and a CPA or Licensed Attorney certification, with a preference for...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the primary responsibilities... Performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. - Preparing and leading... tax...
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...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
The following jobs are no longer active but were real openings previously posted by employers.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.
Personal Trust Specialist IV The candidate will be responsible for administration and relationship management of a complex and challenging assignment of high net worth personal trust/fiduciary relationships for a firm Wealth regional office. Will responsible for daily decision-making and exercise of discretion over significant and consequential matters and duties related to fiduciary (. trust, estate, agency) accounts. Protect the interests of the trust beneficiari... 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Note: This job is no longer active.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
Personal Trust Specialist IV The candidate will work in conjunction with the Wealth Regional Director and Wealth Senior Trust Manager to ensure uniformity, efficiency and quality in administration of all fiduciary accounts assigned to the regional office. Inform the Wealth Regional Director and Wealth Senior Trust Manager of administrative progress, complex issues, problems and complaints. Understand and interpret legal and fiduciary documents in order to carry out 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
Senior Manager Tax - Estates, Gifts, Trusts... The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance... tax planning and compliance. Will... conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership,... LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth... for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by un... 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
Advanced Sales Consultant The candidate will provide technical consultation to the sales organization, and to clients and advisors, on the tax and legal implications of... using life insurance and annuities in business and estate planning cases as well as other appropriate insurance sales. Promote products, procedures and programs that facilitates and encourages sales in the advanced sales markets. Give presentations at regional meetings, home office seminars and agency meeting... 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 Counsel- Annuity Division Duties: Will be responsible for addressing tax, qualified plan and general... administration issues with life and annuity products, including issues resulting from trusts, POA’s, QDRO’s and other special situations. Will provide legal counsel, including legal research, analysis and professional services in assigned areas of law. Advise on annuity contract and life policy administration, tax, retirement plan and other... issues. Address new b... 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 Counsel-Annuity Division The candidate will be responsible for addressing tax, qualified plan and general... administration issues with life and annuity products, including issues resulting from trusts, POA’s, QDRO’s and other special situations. Provide legal counsel, including legal research, analysis and professional services in assigned areas of law. Advise on annuity contract and life policy administration, tax, retirement plan and other... issues. Address new b... 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
Senior Manager Tax - Estates, Gifts, Trusts... The candidate will be a key business advisor to high net worth clients and their respective business interests. As a manager, will lead our team in a variety of areas including technical expertise, staff development, client services and business development activities. Consult with high net worth clients on income tax, estate, trusts, and inheritance... tax planning and compliance. Conduct... research using Thomson Reuters Checkpoint, BN... 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 - Business... Tax Services - Private Client... Services The candidate will be responsible for: Researching tax issues to develop effective... tax planning strategies; Translating complex... data from a range of sources into client-ready insights and deliverables; Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service; Communicating complex tax issues to non-tax professionals... and clients; Maintaining... 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
National Tax Department - Exempt Organizations... - Tax Senior The candidate will... provide clients with tax guidance and planning related... to protecting tax-exempt status – preparing and... reviewing tax returns for exempt organizations... and their taxable affiliates (990s/1120s/1065s and related filings; including international filings, IRS audit defense strategies, and other tax matters). Will implement tax... strategies that align with... the client's business objectives. Will develop... 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