Management Trusts & Estates Tax Operations, Vice President Job Responsibilities: -... matter expert for fiduciary tax matters. - Support global trust... teams on all tax matters including estate and... gift tax, generation-skipping transfer tax,... fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and present... tax...
matter expert for fiduciary tax matters. - Support global trust... teams on tax matters including estate and... gift tax, generation-skipping transfer tax,... fiduciary... income tax, international transfer tax implications,... and foreign tax reporting. - Prepare and present... substantive tax training to the Trusts......
trust documents for legal, tax, administrative, and investment issues,... ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment decisions, collaborating with investors to ensure the...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
Officer- Assistant Fiduciary Counsel The candidate will work with assigned Client Advisor teams to support proper administration of a book of assigned trusts. Prepare documents relating to the transfer of trusts to BTDel (. Acceptances of Appointment). Coach members of the Client Advisory teams in the proper account structure, funding, fees, and coding related to new accounts at the point of account opening. Review governing instruments (. trust agreements and wi... 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- Assistant Fiduciary Counsel The candidate will work with assigned Client Advisor teams to support proper administration of a book of assigned trusts. Prepare documents relating to the transfer of trusts to the company (. Acceptances of Appointment). Coach members of the Client Advisory teams in the proper account structure, funding, fees, and coding related to new accounts at the point of account opening. Review governing instruments (. trust agreements... 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 administer trust accounts for High Net Worth clients. Establish and maintain contact with clients; provide excellent client service; respond to client/co-trustee requests; attend client meetings. Administer trust accounts consistent with terms of the governing instrument, state and federal law, and company’s policies and procedures; advise clients on trust administration matters; handle termination of trusts; review synoptic data in trus... 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
Advisory Services Attorney - Trust and Estates Duties: Will be supporting Trust’s wealth advisory services division, including matters relating to its fiduciary role as trustee for personal wealth clients. Will assist in Providing day-to-day legal advice and support for new and/or existing trust relationships, including providing day-to-day legal support to all members of the “WAS Division ( wealth advisory services division). Developing and implementing strategic... 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 Tax Accountant The candidate will... be primarily responsible for providing day to day oversight to the Tax System as it relates... to Personal and Corporate Trust accounts, provide guidance and support to internal departments on trust tax related matters, and provide... leadership and training to junior members of the Trust Tax Department. Will have to... manage Trust account tax information by maintaining accurate,... current, professional and confidential communication with admini... 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
Team Manager Duties: Manages a trust team within an office or center environment. Accountable for the performance of the trust team including growth, profit management and risk management. Responsible for setting up and administering moderately complex estate and personal trust accounts. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary ov... 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 Level I The candidate will serve as a point of contact for book of business, speaking directly with clients, accountants, attorneys and other intermediaries; Communicate intermediate to complex trust and estate concepts to colleagues, co-trustees and beneficiaries; Assist Relationship Managers on advising clients of financial products available and appropriate for trust; Attend meetings with clients from personal book, on own or in partnership with Relat... 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 # Private Client Services Tax Managing Director BDO... is seeking a Tax Managing Director to join... their Private Client Services team. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting... and compliance; charitable... giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. ## Job Summar... 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
Vice President Of Operations The candidate will review trusts and other documents prepared by the client’s counsel as well as tax returns prepared by outside... tax professionals. Will oversee all... in-house trust tax return preparation, conduct on-going... tax research on behalf of... the company and its trust clients, advise staff on tax and accounting matters and... supervise the Trust Accountants and Trust Tax personnel in on-going tax... and accounting work. Supervising,... motivating, 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