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...
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...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
Seeking a Relationship Manager. The incumbent will be responsible for leading the junior members of the Private Planning team to produce Private Plans for UHNW clients, supervising technical analysis/integrity, and ensuring that the recommended strategies are congruous. Will be marketing and delivering Private Plans to clients. Also works with the company Financial Advisors/Private Wealth Advisors to help attract... and retain clients serving as a technical expert on client matt... 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
• strong research, analytical and communication skills • ability to work independently and collaboratively • working knowledge of Microsoft Office products, including Excel, Word and Outlook • ability to interact well with clients # Associate Wealth Strategist ## Job... Description We are looking for an Associate Wealth Strategist to join our... Global Wealth Management team. In this... role, you will be responsible for independently reviewing estate planning docum... 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
• knowledge of financial planning software, such as NaviPlan, MoneyGuidePro, eMoney, etc. • excellent problem-solving and analytical skills • excellent written and verbal communication skills • strong organizational and time management skills • ability to work in a team environment # Associate Wealth Strategist ## Overview... We are looking for an Associate Wealth Strategist to join the... firm’s Global Wealth Management Advanced Planning group.... This role 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
Tax Director or Manager -Estate & Trust 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 sign a variety of tax returns and serve as a subject matter expert when appropriate. Mentor, and oversee client engagement teams. B... 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 -Estate & Trust 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 sign a variety of tax returns and serve as a subject matter expert when appropriate. Mentor, and oversee client engagement teams. B... 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 -Estate & Trust 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 sign a variety of tax returns and serve as a subject matter expert when appropriate. Mentor, and oversee client engagement teams. B... 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 Trust Officer The candidate will partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within the current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively... engage other specialists within Private Bank 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
Fiduciary Officer Duties: Responsible for providing advice, guidance and training to Bank of America Private Bank fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and the administration processes across the Private Bank’s fiduciary book of personal trust and philanthropic accounts. Assist account officers with the exercise of fiduciary discretion and review of new business opportunities. Responsible for providin... 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
Fiduciary Officer The candidate will be responsible for providing advice, guidance and training to the Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems and risk matters. Serve... 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