Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... various skills to deliver tax compliance and consulting services... primary responsibilities include: - Managing tax and consulting engagements, identifying... and addressing client needs, tax planning, and consulting opportunities. -......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is responsible for providing tax compliance and consulting services... to high net-worth clients. The role is centered around utilizing educational background and professional experience along with communication,...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... management, leadership, technical, business development, and people skills to provide tax compliance and consulting services... to high net-worth clients. The responsibilities include: - Managing tax and co...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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 Manager - Private Client... Services The candidate will provide tax-related domestic and cross-border planning... and compliance assistance to business-connected individuals and their associated entities. Will assist individual clients needing a wide range of tax services, including tax compliance,... tax planning and tax advice... relating to their business interests, investments and related assets. Serve as an advisor to high-net-worth individuals, family businesses and executive... 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
Private Client Services Senior Associate, Tax The candidate will assist... in providing tax compliance and consulting services... to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention... strategies,... as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Must have a Bachelor’s degree in Accounting or other relevant field and a JD degree or is pref... 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
Private Client Services Senior Associate, Tax The candidate will assist... in providing tax compliance and consulting services... to high net worth clients. Bachelor's degree in Accounting or other relevant field required. . or . in Taxation is preferred. Must have 3+ years of public accounting and private client services experience. Public accounting experience working in the private client area preferred. Licensed attorney strongly preferred. Significant knowledge of taxa... 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
Private Client Services Tax Senior Associate The candidate... assists in providing tax compliance and consulting services... to high net worth clients. Must have significant knowledge of taxation related to personal income, estate and gift tax and wealth retention... strategies,... as well as taxation of entities owned by business owners (partnership and corporate taxation) Must have Bachelor’s degree in Accounting or other relevant field. Masters in Taxation JD or LLM preferred. Should... 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
UHNW Fiduciary Advisor II The candidate will address the wide-ranging financial needs of the ultra high net worth client, including private banking; investment management and consulting; capital markets solutions; financial, tax and estate planning; fiduciary... services; private foundations; and administration and reporting needs. Will provide trust/estate administration and relationship management services to an assigned book of ultra-high net worth client business and serves... 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 Strategist I The candidate develops, consults on and implements matters of tax, estate and financial planning... for clients, with guidance from team members or management. Assists in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts research, as appropriate, and develops tax, estate and financial analyses... and plans. Makes generally accepted recommendations to team and may make recommendations to clients. Retains and grows asse... 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 Strategist II The candidate develops, consults on and implements tax, estate and financial plans... for clients. Collaborates with other more-senior planning resources on matters of greater complexity and specific subject matters. Partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses... and plans. Makes generally accepted recommendations... 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 Strategist The candidate develops, consults on and implements tax, estate and financial plans... for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters and partners in the acquisition of new clients. Retains, expands and deepens existing relationships. Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses... and plans. Makes generally accepted recommendat... 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
Planner The candidate will be responsible for working with HNW clients in creating personalized, and comprehensive wealth plans, and to assist the Private Bank team in developing and expanding client include: Wealth Planning; Develop, consult on, and implement financial plans for clients, including those of the greatest complexity; Provide unbiased wealth planning strategies and advice across a range of financial planning needs. Collaborate with P... 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