private companies, high net worth individuals, and private wealth management structures. The role... involves providing a range of business advisory needs such as audit, tax compliance, and planning to improve operational efficiency and focus on personal wealth strategy. Key responsi...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...
The following jobs are no longer active but were real openings previously posted by employers.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.
Part-Time Wealth Management Tax Manager The... candidate work will include: Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the... client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Research and... c... 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Note: This job is no longer active.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 Management Senior Fiduciary Advice... Specialist (Lo) The candidate will serve primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment kn... 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 Management Senior Fiduciary Advice... Specialist (Lo) The candidate will serve primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment kn... 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
Management - Private Bank - Vice President - Banker The candidate will identify and develop client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverage the specialists on their team in order to provide interdisciplinary expertise for most complex clients. Primarily responsib... 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 The candidate will be responsible for developing, implementing and executing the overall strategy for Southeast Michigan along with collaboration from the Executive Council. Will develop, oversee and execute the day to day activities for the market, and have accountability for market KPI's (Key Performance Indicators), and profitability. Responsible for ensuring alignment of resources in the market with those of the overall firm to be "top of mind" in the s... 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 Management - Private Bank... - Banker - Vice President The candidate will be identifying and developing client relationships within the high net worth or ultra high net worth market; leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning; also leverages the specialists on team in order to provide interdisciplinary expertise for most complex clients; primarily responsible for generating new clie... 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
Administrator - Private Banking The candidate will be responsible for the support and retention of high net worth client relationships. Will support Trust Officers who handle revenue producing books of business and manage the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary. Provide superior client service. Respond to client requests and issues and anticipate client needs. Contact clients regarding issues such as overdr... 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
Administrator - Private Banking The candidate will be responsible for the support and retention of high net worth client relationships. Will support Trust Officers who handle revenue producing books of business and manage the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary. Provide superior client service. Respond to client requests and issues and anticipate client needs. Contact clients regarding issues such as overdr... 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 Management - Trust Administrator,... Associate/Vice President The candidate works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works. Work with the Account Opening Group to open trust accounts. Interpret the governing instrument and applicable law to ensure... 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 Management - Trust Administrator,... Associate/Vice President The candidate works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works. Work with the Account Opening Group to open trust accounts. Interpret the governing instrument and applicable law to ensure... 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