Job Title Wealth Management Trusts & Estates... and gift tax, generation-skipping transfer tax, fiduciary income tax,... international transfer tax implications, and foreign... tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with...
Job Title: Wealth Management Trusts & Estates... and gift tax, generation-skipping transfer tax, fiduciary income tax,... international transfer tax implications, and foreign... tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with team members...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Private department provides the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning...
The following jobs are no longer active but were real openings previously posted by employers.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 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Note: This job is no longer active.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
Trust Specialist The candidate will develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer strategies to clients... and pr... 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 Specialist Duties: Reports directly to the Sales Performance Executive with Personal Wealth and Retirement. Responsible for... covering specific complexes/offices in the Advisory Division of Merrill Lynch. Develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and R... 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 provide support and assist with projects in the Operations - Transfers department. Will oversee a small team in the preparation and review of real estate deeds and deeds of trust. The assignment will last approximately 16 weeks. Prepare real estate deeds and deeds of trust. Review deeds for accuracy. Summarize and report findings; track project progress throughout. Perform research, data analysis and other activities accurately and effi... 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
Tax Director or Manager The candidate will manage and develop relationships with great clients. Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning).... Research and draft technical tax memoranda on various tax issues for clients. Review and/or sign a variety of tax returns and serve as a subject matter expert when appropriate. Be creative with staff development, mentoring, and overseei... 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
Associate Wealth Strategist The candidate will... review estate planning documents (., Wills, Living Trusts, Irrevocable Trusts) to create a current estate develop sophisticated financial private plans including: the current net worth, current cash flows (financial independence and survivor) and current estate flows. Perform research on client issues, administer various projects, and build various wealth transfer strategy collateral for... client materials. Work d... 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 Duties: Will grow... a portfolio of client relationships by providing a consistently exceptional client experience that demonstrates understanding of and care for the client through the proactive delivery of holistic financial planning advice and solutions designed to meet the client's specific needs. Will be responsible for utilizing a consultative, financial planning approach, the Wealth Advisor will assess client... needs and utilize the expertise and knowledge o... 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
Planning Analyst The candidate will be responsible for the full and timely completion of comprehensive wealth plans. Uses Naviplan and... other software programs to create comprehensive Personal Wealth Analysis Reports (the plan).... Such plans cover areas including, cash flow modeling, Monte Carlo, wealth transfer, philanthropic planning and... asset protection. Supervised by a senior trust and estate attorney (the Planning Director), the PA also assists FAs with the overall 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
Senior Wealth Planning Strategist Duties: Reports... to the Regional Managing Director and the Managing Director of Planning. Plays a significant role in deepening and broadening relationships with existing company's clients as well as bringing new client relationships into company. Work in conjunction with advisors, investment specialists and other planning specialists to identify, evaluate, implement and administer multigenerational financial planning strategies in serving hi... 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 Strategist The candidate will... be responsible for working closely with Private Wealth Advisors (PWAs), Financial Advisors... (FAs) and Advisory management in the assigned markets. Will provide comprehensive Wealth Structuring solutions to the... Financial Advisors/Private Wealth Advisors to meet Client... needs. Develop recommendations and assist FA/PWA to implement customized planning strategies for Ultra High Net Worth families. Focus on transfer of inter-generational wealth,... 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