Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) team at the company, the role involves several key responsibilities critical to the success and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Advisor Team Leader- Wealth Management The candidate will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing... 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Note: This job is no longer active.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 Advisor Team Leader- Wealth Management The candidate will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing... 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Note: This job is no longer active.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 Advisor Team Leader- Wealth Management The candidate will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional PM's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. Will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where app... 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 Senior Transactions Manager - TMG The candidate will review highly complex specialized deals transactions / structures aligned to a business or multiple product segment from initiation through closing. Will be a key liaison with outside counsel and in conjunction with Client and Business Development may drive and take lead in negotiation of the terms of the structure. Serve as primary contact with internal and external parties on new and existing transactions... 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
- Private Wealth Tax Duties: Perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns as well as prepare materials and research for consulting projects related to tax planning opportunities. Coordinate and communicate with the client contacts to gather information to complete the tax returns. Train, mentor, and supervise new and experienced-level staff and attend required and sector-specif... 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
- Private Wealth Tax The candidate should have Bachelor's degree in Accounting, Finance, or other business related field. Advanced Degree preferred: MST, MAcc, JD degree or LLM. CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing). Must have 2+ years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns. Prior Big 4 experience a plus. Experience reviewing partnership and... 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
- Investment Management - Private Wealth Tax The candidate will perform high level reviews of tax research, individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the business owners. They also train, mentor, and supervise new and experienced-level Tax Consul... 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
- Investment Management - Private Wealth Tax The candidate will perform high level reviews of tax research, individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the business owners. They also train, mentor, and supervise new and experienced-level Tax Consul... 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
Assistant The candidate will be responsible for the preparation of annual accountings for supplemental needs trusts, guardianships, and estates in Supreme Court and Surrogate’s Court. Will answer phones, provide prompt, efficient, courteous client interaction and customer service. Exercise discretion and independent judgment with respect to matters of legal and compliance significance. Create and modify documents such as invoices, reports, memos, and... 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
... 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