private companies, high net worth individuals, and private wealth management structures. The role... involves providing a range of business advisory needs such as audit, tax compliance, and planning to improve operational efficiency and focus on personal wealth strategy. Key responsi...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Management Senior Fiduciary Advice... Specialist (Lo) The candidate will serve primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment kn... 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Note: This job is no longer active.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 Bank Wealth Advisor Duties: Responsible for... extensive expertise in advising high net worth clients on wealth transfer and retirement, financial... and estate planning strategies for Bank. Maintaining expert knowledge and expertise in advising clients on estate and wealth transfer strategies, liquidity events,... business owner issues, and overall planning strategies. Present tax planning options and opportunities, interact with client’s attorneys, accountants and other 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
Trust Advisor The candidate will support company in effectively fulfilling its duties as fiduciary. Will assemble and retain trust account records and checklists. Arrange for transfer of securities and unique... assets to or from trust accounts. Work closely with Trust Officer to ensure Trust terms are met. Perform and monitor most aspects of daily trust administration for Trust Officer's book of business. Keep Trust Officer informed of account activity which impact overall wea... 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
Advisor The candidate responsibilities will include: Understanding fiduciary accounting and trust accounting system, dividends/Interest, Capital Change, Income/Principal Accounting. Facilitating account opening/closing/transfer process. Facilitate written communications between internal and external clients including distribution requests, client meetings and other matters. Serve internal and external clients alongside the Trust Officer, including communicating with le... 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 Settlement Specialist The candidate will be diving in with hands-on experience and substantial depth to administer the estate settlement process for clients who have passed away. Collaborating with staff at all levels of the firm and welcoming high-net-worth individuals and families into your client repertoire. Perform and monitor most aspects of the estate-settlement (post-death administration) process, including any probate administration, for the Trust Offic... 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 Settlement Specialist - Southfield, MI: - Job title: Estate Settlement Specialist - Location: Southfield, MI, United States - Salary: Competitive and based on experience - Experience: 2+ years of estate settlement, probate administration, trust administration, financial planning, or estate planning experience - Employment type: Full-time, non-exempt position About the company: - Company: Plante Moran Wealth Management (formerly Plante Moran... Financial Advis... 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
Part-Time Wealth Management Tax Manager The... candidate work will include: Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the... client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Research and... 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
Wealth Management Senior Fiduciary Advice... Specialist (Lo) The candidate will serve primary contact for coordination for Investment and Fiduciary Services. Will serve as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grow and retain WM relationships by integrating fiduciary knowledge, wealth planning, investment kn... 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
Management - Private Bank - Vice President - Banker The candidate will identify and develop client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverage the specialists on their team in order to provide interdisciplinary expertise for most complex clients. Primarily responsib... 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 The candidate will be responsible for developing, implementing and executing the overall strategy for Southeast Michigan along with collaboration from the Executive Council. Will develop, oversee and execute the day to day activities for the market, and have accountability for market KPI's (Key Performance Indicators), and profitability. Responsible for ensuring alignment of resources in the market with those of the overall firm to be "top of mind" in the s... 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