Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior, Private Client Services at the company is tasked with providing specialized tax compliance and consulting services to high net-worth clients. This role involves leveraging educational background and professional experience along with...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager within the Private Client Services (PCS) is tasked with delivering tax compliance and consulting services to high net-worth clients. The role involves managing tax and consulting engagements, identifying and...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) at Company is tasked with providing tax compliance and consulting services to high net-worth clients, utilizing their educational background and professional experience. The...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager, Private Client Services (PCS) is responsible for using their educational background and professional experience, along with communication, time management, leadership, technical, business development, and people skills to provide...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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
Estate Planning Attorney Duties: Counseling clients... on the use of various estate planning techniques and related instruments such as wills, trusts, powers of attorney. Advising clients on these... matters, will be responsible for the drafting and execution of various planning documents. Will consult directly with Financial Professionals and network of accountants/CPAs to ensure the financial and tax planning aspects presented by the Financial Professional coincide with estate... 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 2 Duties: Administers assigned accounts, which may include: revocable and irrevocable trusts, institutional trust accounts, investment agency accounts, custodial accounts, Individual Retirement Accounts and may provide estate settlement services, as needed. Participates on working committees, as needed. Ensures that all accounts are administered in accordance with the governing instruments, applicable laws, regulations, and bank policies. Supervise 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
Attorney Council The candidate must... possess a Bachelor's degree ( Minimum GPA). A . ( Minimum GPA) degree is required. Membership of Michigan State Bar is a must. Recommended experience in estate planning is required. Excellence in communication and organizational skills are required. Willingness to travel to various offices is required.... 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 Advisor I Duties: Will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. In this integral role, you will support the advisor team in the presentation of fiduciary services to clients and prospects. With strong knowledge of fiduciary and estate planning, you will execute the terms of any plan or document in which company's serves as trustee or agent 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
Trust Advisor II The candidate will provide trust/estate administration and relationship management services to an assigned book of business and serve as the fiduciary expert for those relationships. Will support the advisor team in the presentation of fiduciary services to clients and prospects. Execute the terms of any plan or document in which company serves as trustee or agent while observing all company policies and procedures including those related to risk mana... 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
of Risk Management The candidate will be responsible for strategic development and enhancement of the enterprise-wide risk monitoring process and corporate governance. Will propose policy enhancements, execute process improvements, and ensure fiduciary excellence and compliance of all state banking and federal securities laws. Develop and execute the structure necessary to ensure that all policies, procedures, and applicable regulations including banking, fiduciary,... 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 Advisor Senior The candidate engages in fiduciary decision-making by executing the terms of any will or document in which firm serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services to an assigned book of business and serves as a specialized fiduciary expert for estates in those relat... 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