Job Title: Tax Senior Analyst - FSO... Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust... & Estate Accounting Services (FTEAS) plays a crucial role in the success and growth of the business. The primary responsibilities include the preparation of...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver... high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. -... M...
The following jobs are no longer active but were real openings previously posted by employers.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.
Manager, Advanced Sales The candidate will be responsible for guiding team performance towards stated company, department and team goals. Will hire and develop staff, initiate performance reviews, manage budget. Train and educate for wholesalers, sales leaders and producers on Advanced Sales topics. Assist company's financial representatives with their complex cases ranging from providing answers to technical questions, assisting the producer in eliciting appropriate... 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Note: This job is no longer active.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
Settlement Assistant II Duties: Provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently, but closely, with one or more officers, will be responsible for accomplishing tasks consistent with policies and procedures, preparation of internal and external documents related to account administration and performing account maintenance activities including Trust Web an... 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 Consultant Duties: Reporting to the Head of the Financial Planning Team, will be vital link with customers. Increase the usage and delivery of of Advice offering Retirement Guidance, Financial Planning and Executive Planning experiences while insuring appropriate client development strategies are implemented. Increase asset consolidation through the positioning of new advisory, brokerage, mutual fund, trust, and investment management business, and insurance... 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
Advanced Marketing Responsibilities: Will report to the VP, Advanced Marketing. Will provide advanced marketing support to home office, field sales and producers primarily in the areas of taxation, estate planning, deferred compensation, qualified plans, business planning and charitable planning. Provide estate and business planning consultation to producers, external attorneys, CPAs, BGAs and external company's wholesalers. Source and drive advanced cases by worki... 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 Services Senior Manager -... Business Tax Services - National Tax... - Private Client Services... / Family Enterprise Business Services The candidate will be assisting client to develop, execute and monitor the success of internal and external business growth strategies including business performance management assessments, KPI alignment, business life cycle maturity assessment, strategic positioning, and leadership effectiveness. Will be preparing complex financial models and an... 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 Experienced Associate - PCS... The candidate will have tax experience with 1040 (Schedule... C & E),1120,1120S, and 1065. A Bachelor's degree in Accounting; Master's in Tax is a plus. CPA,... LLM or JD is preferred. Must have 2 years of progressive tax experience. Should have strong... tax research skills, Must have... excellent communication and presentation (verbal and written) skills, as well as exceptional client service skills. Proven competence with MS O... 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 Senior Manager - Private... Client Services The candidate will oversee, manage, and complete tax projects; provide innovative tax... planning, consulting, and compliance... for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Maintain active communication with clients to ensure satisfaction, meet deadlines, and lead change effectively. Conduct primary and secondary review of complex tax returns including federal... 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
Education Practice - Senior Associate The candidate will assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Will assist in the management of several clients, while reporting to Managers and above. Train and lead staff. Establish effective working relationships directly with clients. Contribute to the development of own and team’s technical acumen. Keep up to date with loca... 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 Services Senior-Private Client Services... The candidate will be responsible for performing high quality preparation and review of complex tax returns. Should have knowledge/experience... in handling hedge fund and Private equity K-1s. Researching tax issues with a team... to develop effective tax planning strategies and translate... complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understa... 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 Services Manager- Business Tax... Services - Private Client... Services The candidate will be researching tax issues to develop effective... tax planning strategies. Translating complex... data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals... and clients. Maintaining reputation in yo... 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