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...
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Estate Tax Regional Fiduciary Manager The... candidate leads, manages and mentors a group of Post-Mortem Consultants, Tax Administrators and Associates to... ensure timely and accurate preparation of all transfer tax returns, fiduciary income tax... returns and post-mortem plans... related to death settlement accounts administered by company. Also takes an active role in the most complicated and high profile accounts, discussing tax planning options with internal... and external par... 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Note: This job is no longer active.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 Candidate will play 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Note: This job is no longer active.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 Team Manager - Philanthropic Services Center Owned Team and Charitable Remainder Trust Team Duties: Manage the Philanthropic Services Center Owned Team and Charitable Remainder Trust Team in the North Carolina FMS location. Duties include: Manages a specialized trust team that is responsible for administration, risk management, and specialized services for charitable remainder trusts, charitable lead trusts, perpetually charitable trusts classified as private fo... 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 Fiduciary Administrator 3 - Philanthropic Services Team The candidate will provides specialized trust administration, specialized services and specialized risk management for all types of charitable trusts, agencies for charitable and tax exempt entities. Administer charitable... remainder trusts, charitable lead trusts, perpetually charitable trusts classified as private foundation and supporting organizations, and charitable investment accounts in a centralized trust c... 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
WM Estate Advisory Specialist (LO) 1 Duties: Collaborative administration is provided through partnering with the Trust Center, Estate and Fiduciary Tax, Investment Officer, Relationship Managers,... FAs, operations, and other internal partners. Review and implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, make post-mortem elections, oversee the collection of... 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: The salary for the Regional Wealth Strategist Private Client position is competitive and commensurate with experience. Summary FORVIS is hiring a Regional Wealth Strategist Private Client to join their team in Charlotte, North Carolina. The Regional Wealth Strategist Private Client will work in conjunction with existing FORVIS advisors and external advisors to develop, recommend, and implement complex tax and estate plans for... clients. The successful candidate... 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 Trust and Fiduciary Specialist - Philanthropy Duties: Fiduciary expert that applies deep knowledge and skills in the area of trusts and estates, wealth transition, tax and financial planning to... serve high net worth / ultra high net worth philanthropic clients and charitable organizations. Contributes to growth of the wealth management business and new client acquisition by leveraging fiduciary skills and philanthropic subject-matter expertise. Reviews complex trusts a... 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 Management Senior Trust Administrator III - Post Mortem Estate Planning and Fiduciary Tax The candidate will apply... knowledge and expertise to assist with very complex estates. Will participate in and prepare presentations. Analyse complex estate planning documents. Review financial data and tax returns to identify assets,... planning opportunities, and tax issues. Prepare and/or review... Federal and State death tax returns. Respond to audits... from taxing authorities. 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
Wealth Management Senior Trust Administrator IV - Post Mortem Estate Planning and Fiduciary Tax The candidate will apply... knowledge and expertise to assist with very complex estates. Will participate in and prepare presentations. Analyse complex estate planning documents. Review financial data and tax returns to identify assets,... planning opportunities, and tax issues. Prepare and/or review... Federal and State death tax returns. Respond to audits... from taxing authorities. 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
Wealth Management Senior Trust Administrator IV - Post Mortem Estate Planning and Fiduciary Tax The candidate will apply... knowledge and expertise to assist with very complex estates. Will participate in and prepare presentations. Analyse complex estate planning documents. Review financial data and tax returns to identify assets,... planning opportunities, and tax issues. Prepare and/or review... Federal and State death tax returns. Respond to audits... from taxing authorities. 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