Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst plays a crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust 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The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
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Note: This job is no longer active.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
Fiduciary Officer I The candidate will be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge. Assigns tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within the team. Responsible for coordinating information and activities with external business partners (Attorneys,... 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
Fiduciary Officer I The candidate will be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge. Assigns tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within the team. Responsible for coordinating information and activities with external business partners (Attorneys,... 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
and Estate Associate Duties: Business Processing - Review client documents to determine the nature of case, red flags, etc. Understand pricing model and parameters around discounting. Prepare paperwork for client signatures. Process paperwork after client signatures are obtained. Ensure handoff from Trust Specialist / Internal Trust Specialist (ITS) to Trust Officer (TO). Act as point person on follow-up between Administration and FAs for outstanding new account docume... 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
and Estate Associate The candidate will regularly communicate and partner with assigned Trust Specialist, Internal Trust Specialist, Regional Fiduciary Officer (RFO), Investment Oversight and Operations. Will review client documents to determine the nature of case, red flags, etc. Understand pricing model and parameters around discounting. Prepare paperwork for client signatures. Process paperwork after client signatures are obtained. Ensure handoff from Trust Speciali... 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
and Estate Associate The candidate will regularly communicate and partner with assigned Trust Specialist, Internal Trust Specialist, Regional Fiduciary Officer (RFO), Investment Oversight and Operations. Will review client documents to determine the nature of case, red flags, etc. Understand pricing model and parameters around discounting. Prepare paperwork for client signatures. Process paperwork after client signatures are obtained. Ensure handoff from Trust Speciali... 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
and Estate Associate The candidate will regularly communicate and partner with assigned trust specialist, internal trust specialist, regional fiduciary officer (RFO), investment oversight and operations. Will review client documents to determine the nature of case, red flags, etc. Understand pricing model and parameters around discounting. Prepare paperwork for client signatures. Process paperwork after client signatures are obtained. Ensure handoff from Trust Speciali... 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
and Estate Associate Duties: Provide Financial Advisors (FAs) with appropriate trust solutions in a timely and compliant manner and meanwhile attaining sales goals. Regularly communicate and partner with assigned Trust Specialist, Internal Trust Specialist, Regional Fiduciary Officer (RFO), Investment Oversight and Operations. Review client documents to determine the nature of case, red flags, etc. Understand pricing model and parameters around discounting. Prepare p... 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
Internal Trust Specialist Duties: Providing guidance on trust company administration and the fiduciary investment offerings to ultra high net worth clients. Will be responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate fina... 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