Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: The role of Manager, Counsel - Retail Bank Legal at the company involves providing critical legal support to the Retail Bank Operations organization. The primary responsibilities include: - Serving as the legal point...
Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: The Manager, Counsel - Retail Bank Legal at the company will play a key role in providing legal support and strategic guidance to the Retail Bank Operations organization. The role involves collaborating...
The following jobs are no longer active but were real openings previously posted by employers.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 Advisor The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work with Private Bank Team to implement fiduciary strategies. Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients’ wealth planning and Private Bank service needs and coordinating external and internal advi... 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Note: This job is no longer active.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
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
Staff - Private Client Services Group The candidate will be responsible for preparation and/or review of federal and state tax returns including fiduciary income tax, personal income tax, gift tax and estate tax. A BS in Accounting is required. CPA is preferred. Masters in Taxation or . is a plus. Must have 3+ years of experience in public accounting with emphasis on estate, gift, trust and personal tax return preparation. Should be proficient in Word and Excel. G... 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
Paralegal The candidate will assist in-house attorneys in carrying out corporate functions for a large real estate investment trust which owns hundreds of properties nationwide. Will form and maintain corporations, LLCs and LPs. Prepare organizational documents such as bylaws and LLC and LP agreements upon entity formation. Prepare minutes, consents and other documents in connection with entity administration. Maintain data of all pertinent information related to t... 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
Staff - Private Client Services Group The candidate will be responsible for preparation and/or review of federal and state tax returns including fiduciary income tax, personal income tax, gift tax and estate tax. A BS in Accounting is required. CPA is preferred. Masters in Taxation or . is a plus. Must have 3+ years of experience in public accounting with emphasis on estate, gift, trust and personal tax return preparation. Should be proficient in Word and Excel. G... 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
Strategist, Team Leader The candidate will manage the wealth strategist team within client segments. Will be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. Responsible for managing team resources, ensuring appropriate WM regional coverage for external events and internal client meetings, planning and assessing compensation and performance of the wealth strategists.... 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
Strategist, Team Leader The candidate will manage the wealth strategist team within client segments. May be called upon to represent the company externally, either in print interviews or speaking at client and professional seminars. Will have responsibility for managing team resources, ensuring appropriate WM regional coverage for external events and internal client meetings, planning and assessing compensation and performance of the Wealth Strategists.... 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
Strategist, Team Leader The candidate manages the Wealth Strategist team that works with Private Wealth Management Sales Officers and Senior Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer Taxation, Estat... 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
President, Gift Planning Services Duties: Will be responsible for implementing a comprehensive gift planning program. This program consists of providing educational assistance to Opportunity International donors and prospects on all relevant areas of estate planning including tax planning, charitable gift planning and procuring and administering all non-cash outright gifts (. real estate), deferred gifts (. charitable gift annuities) and opportunity internationalâ... 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 The candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Will be responsible for sale and implementation of investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for most complex clients. Manage each account... 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