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The following jobs are no longer active but were real openings previously posted by employers.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.
Trust Administrator The candidate will work with wealth advisors to develop, review... and summarize estate plans for high net worth clients. Will assist in the coordination of the client's overall investment, financial, estate, and income tax planning to support the wealth advisor in achieving specific... trust wealth transfer and philanthropic objectives... for their clients. Remain current on relevant tax law changes and communicate those changes to various user groups within the... 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Note: This job is no longer active.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 Administrator The candidate will work with wealth advisors to develop, review... and summarize estate plans for high net worth clients. Assist in the coordination of the client's overall investment, financial, estate, and income tax planning to support the wealth advisor in achieving specific... trust wealth transfer and philanthropic objectives... for their clients. Remain current on relevant tax law changes and communicate those changes to various user groups within the firm;... 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 Duties: Generates or... coordinates creation of proposals focusing on client’s wealth transfer goals and objectives.... Develops and promotes sales ideas and effective business practices. Conducts “point of sale†presentations as needed. Assists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high net worth clients. Proactively identifies short and long-term business-building activities for individual F... 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 a subject matter expert and resource for Financial Advisors (FAs) on issues affecting high net worth clients, such as complex financial, estate, gift and charitable planning, business succession planning, personal trust planning, and strategies for dealing with concentrated equity positions and employee stock options. Will provide expert product knowledge and consultation in addition to serving as the primary external sales and marketi... 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 Administrator Tracking Code 79-513 Job Description Mariner Wealth Advisors is an independent,... national wealth advisory firm that has... earned a reputation for providing unbiased financial advice focused on meeting client needs. The firm’s expert wealth advisory teams help clients... achieve and maintain financial peace of mind – preserving the wealth they have created and... building a legacy for future generations of family and business leaders. The firm’s serv... 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
Compliance Officer / Compliance Manager Duties: Will be primarily responsible for developing, maintaining, managing and monitoring regulatory compliance programs for multiple Registered Investment Advisors, including code of ethics, the compliance manual and related policies and procedures. Identifies deficiencies in compliance processes and procedures that may lead to internal and/or regulatory non-compliance and assists with resolving any deficiencies and/or issues... 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
Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. At the regional level, the RFM is accountable for revenue growth, client retention, busin... 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics 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
Senior Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics 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
Senior Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent investment principles and knowledge, wealth planning knowledge (trust, taxes,... retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be accountable for revenue growth, client retention, business economics 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