Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths, and address development...
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...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...
Associate - Winter 2026 Kansas City, MO, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax 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The following jobs are no longer active but were real openings previously posted by employers.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.
Estate Planning Strategist Duties: Be part of the estate planning team within the Life Event Services department. Provides subject matter expertise and sales support to financial advisors on a broad range of estate planning and tax issues, including both simple and advanced wealth transfer strategies; estate tax;... income taxation of individuals, trusts, and estates; gifts; trusts; charitable planning; implications of account titling and beneficiary designations; business su... 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Note: This job is no longer active.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 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 Officer The candidate will partner with Private Client Advisors in closing new business and provide high level advisory consultation to clients. Will partner with PCAs to drive business development / close new Trust business in prospecting activities. Identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trus... 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
Wealth Management Senior Advisor The... candidate is responsible to serve as the lead advisor for a Family Office wealth advisory team providing an... integrated suite of services to multiple ultra-affluent families. Assist families in creating a comprehensive wealth management strategy that focuses... on: Family Governance and Administration; Wealth Transfer Planning; Investment Management;... Risk Management; Philanthropic Strategies; Technology; Accounting and Tax Services. Work with... 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 Officer - Kansas City, Missouri Job Title: Senior Trust Officer Location: Kansas City, Missouri Salary: Competitive Experience: Minimum of 5 years of trust administration and estate planning experience preferred Bank of America is a global financial institution with a common purpose of helping to improve the financial lives of its clients through strong connections. We believe in responsible growth and strive to be a diverse and inclusive workplace for a... 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 Relationship Manager Associate The candidate will be responsible for entering distributions, transfers, wires, and recurring monthly distributions for clients into Trust software as requested by Trust Administrators; daily review of account overdrafts, weekly review of checking account balance report for cash management, coordination of account setup and funding, processing account terminations and appropriate checklists, handling physical certificates and tan... 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