Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will have several critical responsibilities aimed at delivering high-quality tax services to clients. Key duties include: - Performing high-level reviews of tax research...
The following jobs are no longer active but were real openings previously posted by employers.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 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Note: This job is no longer active.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
Trust 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Note: This job is no longer active.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
Client Advisor II Responsibilities: Will report to the Market Executive. Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead acco... 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
Client Advisor II The candidate will lead client team members and partners with other internal specialists to provide clients access to the full array of company capabilities and services, as required to meet their specific needs. Will report to the Market Executive or City Executive. Act as trusted financial advisor to, and advocate for, clients and prospects. Provide integrated recommendations that encompass multiple products and services as needed. Develop in-dept... 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
Client Advisor II The candidate will lead client team members and partners with other internal specialists to provide clients access to the full array of company capabilities and services, as required to meet their specific needs. Will report to the Market Executive or City Executive. Act as trusted financial advisor to, and advocate for, clients and prospects. Provide integrated recommendations that encompass multiple products and services as needed. Develop in-dept... 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 Administrator I The candidate will be responsible for the administration of municipal bond issues that are used to finance capital infrastructure for governments, not-for- profit organizations and corporations. Will be reviewing and negotiating the terms of governing legal documents with some supervision and direction. Must also provide guidance to one or more subordinates to assist them in understanding governing documents in order to maximize the subordinat... 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 Services Senior Associate The candidate will provide tax compliance and consulting services to clients and work with other professionals in General Tax to assist to... build a profitable practice, delivering high value solutions and income, estate, charitable, and gift tax planning strategies to the high net worth market. Will manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to... 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
Client Advisor II The candidate will assist client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Will lead client team members and partners with other internal specialists to provide clients access to the full array of . Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive. Foc... 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 Lead The candidate manages the Private Wealth Management Legal Team, as well as handles more complex projects and works more independently than Trust Attorney II, providing coaching and mentoring for other Trust Attorneys. The role reports to the General Counsel. 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 UMB's administration of fiduci... 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 II The candidate's duties include: builds long term relationships through quality customer service, including anticipating client needs, clear communication, effective client meetings and meeting client service level standards to ensure client satisfaction. Will work with team members to increase revenue from assigned book of accounts through quality client service, leading to referrals for new business, upgrades in account status, direct sales and referrals fo... 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