Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is responsible for providing tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Pr...
S. Wacker Drive, Chicago, IL, 60606, US 701 E. 22nd Street, Lombard, IL, 60148, US 150 N. Michigan Ave, Chicago, IL, 60601, US 130 E. Randolph Street, Chicago, IL, 60601, US 11601 Alterra Parkway, Austin, TX, 78758, US 100 Park...
The following jobs are no longer active but were real openings previously posted by employers.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.
Fiduciary Advance Specialist II The candidate will be 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 WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, m... 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Note: This job is no longer active.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 and Fiduciary Specialist (LO) Estate Settlement The candidate will proactive delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Will review and implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, help make post-mortem elections, oversee the collection of assets,... 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Note: This job is no longer active.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 Adv Specialist (Lo) II The candidate will serve as primary contact for coordination for Investment & 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 WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge... 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 Specialist The candidate will be responsible for the proactive delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Duties include: review and implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, help make post-mortem elections, oversee the collection of assets, r... 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 The Candidate is responsible to develop new clients and drives the wealth planning client experience jointly with internal partners as well as individually with external sources. Provide support for office as subject-matter expert for planning issues. Partners with relationship managers as an integrated member of client and prospect relationship teams. Assists in delivery of a defined and ongoing client discovery experience. This includes wo... 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 and Estate Tax Manager Duties: Manage the... efforts of staff on client engagements; plan, execute, direct, and complete tax projects in a wide... variety of industries; provide innovative tax planning, consulting, and compliance... expertise to clients; market, sell, design, and implement tax-planning strategies for clients and... manage to budget. Provide tax planning and consulting to... our firm's high net worth clients for estate, wills and trusts taxation, and individual income... 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 and Estate Tax Manager Responsibilities: Will provide... tax planning and consulting to... firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the... federal estate, gift, charitable planning, and generation-skipping... tax and individual arenas. Consult,... work with, and service clients to make... 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
High Net Worth Tax Director The candidate will... provide tax planning and consulting to... our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the... federal estate, gift, charitable planning, and generation-skipping... tax and individual arenas. Consult,... work with, and service clients to make r... 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 Planning Education Manager The candidate will work with the Director of Education to determine priorities for editorial projects and establish and adhere to schedules for editorial activities related to the delivery of in-person education, webinars and virtual education, and written thought papers covering estate planning, tax, and business law. Duties... and responsibilities include: Identifying education opportunities and priorities based on market opportunities, educa... 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
High Net Wealth - Senior Tax Manager The candidate will... provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities. Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.... Lead multiple engagements... that deliver proactive tax planning and strategic consulting... including federal estate, gift, charitab... 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