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...
Title: Senior Associate, Business Tax Services - Private Clients Job... Responsibilities: - Provide tax compliance and advisory services... Prepare complex individual income, gift, trust, and estate tax... returns for ultra-high net-worth... individuals and Family Offices. - Manage a portfolio of clients of varying...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... entity, individual, fiduciary, and gift/estate taxation and provide consistency... in tax preparation due to the... complexities 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The following jobs are no longer active but were real openings previously posted by employers.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.
Region Trust Advisor The candidate will establish a trusting professional relationship with the Family Office (Company) clients and their staff, and is a valued team member responsible for meeting certain client satisfaction goals, as well as Company Key Performance Indicators (KPIs) as set by the LFO President and others in management. Will be responsible for developing and implementing wealth management plan and coordinating the delivery of a wide variety of service... 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Note: This job is no longer active.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 and Trust Tax Manager The candidate will... prepare and review complex gift, estate and fiduciary income... tax returns, including related schedules... and forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to... our firm’s high net worth clients for estate and individual income taxes. Research and consult on various estate, gift and trust related issues,... such as trustee and beneficiary issues, Crummey obligations... 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 Director - Gift, Estate and Trust The... candidate will develop phenomenal client relationships by delivering a full range of gift, estate and trust tax... planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, charitable planning strategies, reviewing trust, estate, gift and high net worth... individual income tax returns and collaborating with... wealth advisory practice and other client professionals,... 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 - Gift, Estate and Trust The... candidate will develop phenomenal client relationships by delivering a full range of gift, estate and trust tax... planning and consulting services including planning strategies in minimizing estate taxes, business succession, and asset protection, charitable planning strategies, reviewing trust, estate, gift and high net worth... individual income tax returns and collaborating with... wealth advisory practice and other client professionals, s... 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 under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust and agency accounts. Responsible for oversight and administration of all special needs trusts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to iden... 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 - Family... Wealth Services Duties: Providing timely, high quality client service that meets or exceeds client expectations. Advising high net-worth and family office clients on a full spectrum of tax issues, including compliance, planning,... and research. Overseeing and reviewing complex engagements. Recognizing and informing senior management of opportunities to increase level and types of services to clients, and assisting with new business development. Keeping 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
Management Fiduciary Advance Specialist (Lo) II The candidate handles the primary contact for coordination for investment and fiduciary services: serves as subject matter expert in fiduciary advice. delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows/retains Wealth Management relationships by integrating fiduciary knowledge, wealth planning, in... 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
Director - Tax, Estate Planning and Financial... Planning Research and Commentary The candidate will investigate key topics of interest to individual investors who are seeking to understand and manage taxes and communicate those findings to employees and clients. The work includes advice both for clients with smaller balances as well as higher-net worth clients. Write and publish commentary on tax topics, including tax efficient... investing, asset location, withdrawal 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
Director - Tax, Estate Planning and Financial... Planning Research and Commentary The candidate will investigate key topics of interest to individual investors who are seeking to understand and manage taxes and communicate those findings to employees and clients. The work includes advice both for clients with smaller balances as well as higher-net worth clients. Write and publish commentary on tax topics, including tax efficient... investing, asset location, withdrawal 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
Specialist Tax, Trust & Estate The... candidate will function as the in-house subject matter expert in support of the Retail Financial Consultants who are the “quarter-backs†for client relationships on specific tax, trust and estate issues.... Will: Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter expert on sophisticated trust, estate and income tax questions and issues. Help... identify cross-se... 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