Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance... review of advanced estate, gift, and trust tax returns... federal, state, and local tax regulations. - Resolve complex technical... tax issues and maintain high-quality... standards in all deliverables. Tax Planning and Strategic Advisory: -...
Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in... Tax Compliance and Oversight: - Oversee... review of advanced estate, gift, and trust tax returns... (Forms 706, 709,... on accuracy and strategic tax optimization. - Ensure that all... federal, state, and local tax regulations, while proactively addressing... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will be... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. You will prepare... tax...
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The following jobs are no longer active but were real openings previously posted by employers.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.
Planning Manager The candidate will ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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Note: This job is no longer active.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
Community Tax Practice Leader - Southeast... Michigan The candidate will be managing all aspects of the annual tax compliance for business and... individual clients including planning, scheduling, projections, extensions, responses to tax notices, research, drafting client... memorandum, calculating quarterly estimated payments, and billing. Review and sign tax returns for S-corporations, C-corporations,... Partnerships, and individuals for accuracy and identification of tax saving oppo... 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
Planning Manager The candidate will ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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 Administrative Officer II The candidate must have: BS/BA, college degree preferred and/or JD Degree or Paralegal certification. Prior financial services or legal experience preferably in the Trust field. Knowledge of basic trust concepts and vehicles. Awareness of basic fiduciary and tax laws, fiduciary investment strategies,... practices and procedures for their area of responsibility. Awareness of risk parameters and the ability to apply them to situations. Knowledge 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
Trust Administrative Officer II The candidate must have: BS/BA, college degree preferred and/or JD Degree or Paralegal certification. Prior financial services or legal experience preferably in the Trust field. Knowledge of basic trust concepts and vehicles. Awareness of basic fiduciary and tax laws, fiduciary investment strategies,... practices and procedures for their area of responsibility. Awareness of risk parameters and the ability to apply them to situations. Knowledge 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
Senior Wealth Planner The candidate responsible for growth, development and communication of financial planning strategies to Business Owners and leadership, and for keeping abreast of national tax and estate laws for... Wealth Management. Expand Wealth Management business nationally by providing strategies and solutions through sophisticated Wealth Planning analysis to the Business Owners. Serve as a professional Wealth Planning subject-matter expert to the client and the clie... 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 - Estate and... Trust Group The candidate will primarily focus on trust, estate, gift, private foundation, and personal... tax compliance for high net-worth... clients. Simultaneously, conduct multiple engagements, maintaining contact with clients. Review, interpret and summarize estate planning-related legal documents. Research Federal, State, and International tax laws regarding estate and... gifts prepare memorandums on technical topics, and develop tax savings strategies... 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
Estate Advisory Specialist Duties: Will serve as a fiduciary expert that is responsible for the proactive marketing, promotion, delivery, and oversight of death settlement services related accounts (deceased grantor trusts, marital trusts, agency for personal representative or trustee accounts). This position is seen as a subject matter expert and provides direct interaction with co-fiduciaries, centers of influence, and beneficiaries in a professional and empathetic... 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 & Estate Planning Attorney... The candidate will provide guidance and framework to Advisors, clients, and Strategic Partners on matters relating to tax and estate planning. Assist... Advisors and Underwriting Team, interfacing with insurance carriers where needed, on matters relating to insurable capacity and insurable interest. Work strategically and pro-actively with Advisors, the Marketing Team, and the Wealth Team to continually assess product offerings, target markets and... 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
Planning Manager The candidate will ensure that planners are fully integrated in all existing target relationships, including the development and execution of complete wealth plans. Working collaboratively with the Regional Managers, establish protocol for identifying target prospects and introducing planners early in the process. Develop a consistent, high quality client deliverable to be used for all markets by all planners for target clients. Provide thought leader... 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