range of tax situations from simple to complex, including personal and business income, deductions optimization, and amendments. - Conduct discovery sessions and tax reviews to identify deductions, minimize tax liabilities, maximize refunds, and offer future tax planning advice. - Ut...
return preparation duties, including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profi...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
The following jobs are no longer active but were real openings previously posted by employers.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.
Financial Planner The candidate provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients:... asset allocation, wealth management, retirement planning, education funding, estate... planning,... tax strategies, investment planning,... stock option analysis, executive... planning, 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Note: This job is no longer active.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
Advisor The candidate will have following duties and responsibilities: Builds long term client relationships through quality customer service, anticipating client needs, communications, client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, hand... 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 The candidate will have following duties and responsibilities: Builds long term client relationships through quality customer service, anticipating client needs, communications, client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, hand... 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
Director-Personal Trust Duties: Supervise, provide leadership, coaching, and long term training for a staff of Trust Advisors and other Trust Staff who administer all aspects of accounts assigned to a Trust Team, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custodial relationships, investment advisory and other assigned accounts. Builds long term client relationships through quality customer service, anticipating cli... 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
Director-Personal Trust Duties: Supervise, provide leadership, coaching, and long term training for a staff of Trust Advisors and other Trust Staff who administer all aspects of accounts assigned to a Trust Team, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custodial relationships, investment advisory and other assigned accounts. Builds long term client relationships through quality customer service, anticipating cli... 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 Attorney II The candidate serves as a resource to Private Wealth Management and other Bank personnel, outside counsel and Bank clients' advisors, Bank clients, potential Bank clients regarding legal issues affecting the creation and administration of trusts and estates, estate planning, wills, probate, estate, gift,... income and generation skipping transfer tax, trust owned real estate and oil and gas interests, farms, unique assets and life insurance, retirement plannin... 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 Attorney II Duties: Serves as a resource to Private Wealth Management and other Bank personnel, outside counsel and Bank clients’ advisors, Bank clients, potential Bank clients regarding legal issues affecting the creation and administration of trusts and estates, estate planning, wills, probate, estate, gift,... income and generation skipping transfer tax, trust owned real estate and oil and gas interests, farms, unique assets and life insurance, retirement planning, ERI... 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 Attorney I The candidate serves as a resource to Private Wealth Management and other Bank personnel, outside counsel and Bank clients' advisors, Bank clients, potential Bank clients regarding legal issues affecting the creation and administration of trusts and estates, estate planning, wills, probate, estate, gift,... income and generation skipping transfer tax, trust owned real estate and oil and gas interests, farms, unique assets and life insurance, retirement planning... 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 Attorney I Duties: Serves as a resource to Private Wealth Management and other Bank personnel, outside counsel and Bank clients’ advisors, Bank clients, potential Bank clients regarding legal issues affecting the creation and administration of trusts and estates, estate planning, wills, probate, estate, gift,... income and generation skipping transfer tax, trust owned real estate and oil and gas interests, farms, unique assets and life insurance, retirement planning, ERIS... 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 Lead The candidate will advises and serves as a legal resource to Private Wealth Management and other Bank personnel, outside counsel and Bank clients' advisors regarding issues relating to the firm administration of fiduciary accounts. Supervises or assists in supervising the handling of decedents' files to ensure that new business opportunities are being developed and that firm is adequately complying with its duties as custodian of Bank clients' wills. Assi... 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