Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
The following jobs are no longer active but were real openings previously posted by employers.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.
Private Client Advisor II - Frisco, TX FRISCO, TX, United States Job number: 18054430 Back to job search results Apply Now for this job > LinkedIn Apply for this job > Job Description: Business Overview: . Trust, Bank of America Private Wealth Management is a leading... private wealth management organization providing vast... resources and customized solutions to help meet clients wealth structuring, investment management, banking... and credit needs. Clients are served... 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Note: This job is no longer active.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 - ED, Wealth... Planning & Advice -... Wealth Planner Responsibilities: Work with... divisional leadership and WP&A leadership to develop content across different wealth management topics. Serve as... a resource to the Wealth Management field in the... areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. Partner with field lead... 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Note: This job is no longer active.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
Insured Solutions Consultant Duties: Help lead the transition to a Wealth Management culture through the... positioning of financial planning for clients and the appropriate implementation of insurance solutions for income protection and estate planning purposes. Enhance the client acquisition, advisement and retention process by contributing sophisticated intellectual capital related to Insurance solutions and protection strategies. Assist in the client sales process to clos... 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
Head of USWM Wealth Advisory The candidate will... lead Wealth Management’s Wealth Advisors. Will... set a strategic vision and be responsible for Wealth Advisor engagement across the... US. Will coordinate across markets to identify trends/feedback and future needs to better support clients achieve their financial objectives. Will be critical partner to National and Regional Leadership teams, Practice Management, Investments & Advice teams, and Client Solutions teams. Responsibiliti... 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
Managing Director, Head of US Wealth Management Wealth Advisory Responsibilities:... Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives. Strong knowledge of personal, fiduciary, corporate and partnership income tax, with prior experience applying that knowledge specifically to the sophisticated needs of affluent and high net worth clients. Ability to evaluate... 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
Attorney - Consumer Operations The candidate will join the company’s legal team. Will primarily provide legal support to the Bank’s Fraud & Claims and Safe Deposit Box business areas. Will be primarily related to Consumer Deposits products and operations. Will extend into other products/areas such as Commercial and Wealth Management. As part of... a Global Technology & Operations Legal team that provides support to a broad array of operational areas, the position will also... 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, Trust & Estates,... Trust Administrator Duties: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, tax, administrative and inv... 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
Vice President, Nautilus Group Case Consultant The candidate will: Develop relationships with member agents. Work closely with member agents to develop estate and business strategies for high net worth and ultra-high net worth clients and integrate New York Life products, where applicable. Help member agents target specific markets, including high net worth, business and cultural markets. Provide ongoing education to member agents. Some travel may be required to as... 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
Vice President - Case Development The candidate will provide a wide range of legal, tax and financial planning expertise in assisting member advisors with high net worth and business owner clients. General responsibilities: Document Reviews – Document summaries and analyses. Research Memoranda – Regarding legal, tax, and insurance issues. Case Preparation - Create highly customized and sales focused personal planning cases (comprehensive estate, business succes... 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