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...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
The following jobs are no longer active but were real openings previously posted by employers.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.
Asset Management - Private Bank – Banker Duties: Accountable for identifying and developing client relationships within the high net worth market by acting as the brand ambassador. Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverages the specialists on their team (Investor, Capital Advisor, Wealth Advisor, Trust & Estate... Advisor) in order to provide interdisciplinary expertise for... 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Note: This job is no longer active.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, 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
Senior Advisor - Wealth Strategy Group The... candidate will act as a technical expert for High Net Worth Individuals and Families who require a sophisticated Wealth Plan. Working with Relationship... Managers and other advisors in the development of a comprehensive personal and financial wealth profile of both clients... and prospects, ascertaining wealth related goals and the... design of the wealth plan, with an emphasis... on wealth plan solutions and modeling... as well as tax minimiza... 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
Financial Services Tax - Seasonal Manager The candidate will proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above. Will be involved in the financial management of clients. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Contribute to the development of own and team’s technical acumen. Develop strategies to solve complex technical chall... 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
Financial Services Tax - Seasonal Manager The candidate will proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above. Will be involved in the financial management of clients. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Contribute to the development of own and team’s technical acumen. Develop strategies to solve complex technical chall... 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
Financial Services Tax - Seasonal Manager The candidate will proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above. Will be involved in the financial management of clients. Be actively involved in business development activities to help identify and research opportunities on new/existing clients. Contribute to the development of own and team’s technical acumen. Develop strategies to solve complex technical chall... 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