Title: Tax Manager – Private Tax, International Private Client Job Responsibilities: - Apply tax knowledge across a wide range of tax topics and processes to address complex challenges. - Act as a key point of contact for clients and colleagues in a globally...
Title: Senior Tax Counsel Job Responsibilities: - Sets and administers global transfer pricing policy and compliance. - Proactively identifies tax planning opportunities. - Provides tax advice regarding all major contracts, proposals, and invitations to bid. - Advises VP, Taxes on the...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: - Provide routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters, in...
The following jobs are no longer active but were real openings previously posted by employers.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.
Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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Note: This job is no longer active.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 Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions 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
Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions 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 Strategy Associate The candidate will develop various wealth management plans and strategies (financial plans, investment plans). Will build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm and knowledge of financial planning, tax and investing strategies, insurance, pension plans, estate plans and cash flow management. Participate with Financial Advisors in client... 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
Regulatory Wealth Planning Manager The candidate will be responsible for driving the Wealth Planning model across all client segments in a specific geographic region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. Partners w... 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
Advisor, Private Wealth Management Duties: Manages a portfolio of approximately 100-150 clients, with a mix of Core and Reserve clients. A higher percentage of clients would come from the Core client segment, defined as clients with total investable assets between $1-$5MM or individual annual client revenue $15K or greater. Serves as primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level 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
Advisor, Private Wealth Management Duties: Manages a portfolio of approximately 100-150 clients, with a mix of Core and Reserve clients. Serves as primary relationship advisor for clients and is responsible for developing and deepening client relationships through a high level of client service and through delivery of the bank’s credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to meet the... 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
Advisor, Private Wealth Management The candidate manages a portfolio of approximately 60-80 clients who are primarily Reserve, defined as clients with total investable assets $5MM, total net worth $15MM or individual annual client revenue of $50k or greater. Target clients should have a minimum of $3MM of AUM on us and the advisors total portfolio revenue should generate a minimum of $2MM of recurring revenue from investment assets under management. Total book revenue... 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
Counsel The candidate will serve as Keel Point’s legal and estate planning resource, primarily for the Horizon (Family Office) team. Review, summarize, and maintain trust agreements and wills. Diagram estate plans and various estate planning strategies. Participate in wealth design process with internal and external teams. Interact with outside attorneys to implement estate strategies and plans. Manage entity operations for clients including calculating and facilitati... 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 Attorney Duties: Meeting with clients to design, fund, and maintain estate plans. Drafting of estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding-related documents. Preparing and reviewing deeds and transfer of real property documents. Reviewing and summarizing existing estate planning documents, including making the appropriate observation regarding changes in law and family circumstances. Serving as... 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