Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The role of a Tax Senior Associate in the Personal Financial Services practice at the company involves aiding private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Trust Manager Job Responsibilities: - Act in a fiduciary capacity to administer trusts in accordance with governing documents. - Oversee Personal Trust, Agency, and IRA accounts. - Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and...
Associate - Winter 2026 Denver, CO, 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, and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax Manager at Company, specifically within the IronSpire Group, will be responsible for delivering high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth...
The following jobs are no longer active but were real openings previously posted by employers.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.
Director - Wealth Strategist The candidate will... help develop wealth transfer strategies for the... UHNW clients ($25mm+) of PWAs and FAs, enhancing client relationships with the firm and resulting in: acquisition of new clients, expansion of existing wallet share, and retention of clients. Will co-lead with PWAs/FAs client meetings on a broad range of wealth transfer strategies and estate... planning topics. Develop recommendations and assist the PWAs/FAs to implement customized p... 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Note: This job is no longer active.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
VP, Trust Specialist The candidate will report directly to the Sales Performance Executive with Personal Wealth and Retirement. 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 ter... 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
Estate Planning Strategist The candidate will help Personal Capital’s most valuable clients navigate their estate planning considerations on a team that will support and inspire you to deliver financial guidance that is truly comprehensive. Should have the opportunity to be an influential member of this team that creates a large impact on the organization and the clients we serve. Review current and prospective client estate plans and consults directly with Personal 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
Trust and Estate Wealth Transition Senior Manager The... candidate will be responsible for serving clients within the individual tax area on individual and transfer tax topics. Works with... staff to ensure individual, estate, fiduciary, and gift tax returns are completed correctly by required deadlines. Works with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared. Look at the tax situation of the individual and their est... 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 and Estate Wealth Transition Manager The candidate... will act as a firmwide resource to serve high net worth clients on individual and transfer tax topics, and assist... them with the transition of wealth from one generation to... the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.... 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 and Estate Wealth Transition Senior Manager The... candidate will be responsible for serving clients within the individual tax area on individual and transfer tax topics. Works with... staff to ensure individual, estate, fiduciary, and gift tax returns are completed correctly by required deadlines. Works with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared. Look at the tax situation of the individual and their est... 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 and Estate Wealth Transition Manager The candidate... will act as a firm-wide resource to serve high net worth clients on individual and transfer tax topics, and assist... them with the transition of wealth from one generation to... the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.... 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 and Estate Wealth Transition Manager The candidate... will act as a firm-wide resource to serve high net worth clients on individual and transfer tax topics, and assist... them with the transition of wealth from one generation to... the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.... 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 Manager The candidate will manage and develop relationships with great clients. Will 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. Be creative with staff development, mentoring, and overseeing client... 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 Manager Duties: 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. Be creative with staff development, mentoring, and overseeing client engagement teams... 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