Job Title Wealth Transition Services Senior Manager... Eligible Job Responsibilities A Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state-level estate tax returns. - Collaborating with staff to ensure that estate and GST...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a range of business advisory needs such as audit, tax compliance, and...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, you will be responsible for a range of tax-related duties. Your primary responsibilities will include tax consulting and tax return preparation, which encompasses tax research, tax planning,...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: The Corporate Counsel for Global Fund Services at the company will be responsible for providing legal advice and interpretation across all areas of the Global Fund Services (GFS) business. Key responsibilities include: - Preparing,...
The following jobs are no longer active but were real openings previously posted by employers.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 & Estate Strategist The candidate will work closely with and support Senior Trust & Estate Strategists. Manage an active calendar of meetings, events, and appointments with clients, prospects, and colleagues. Facilitate client and internal meetings focused on estate planning, wealth transfer, and charitable giving.... Become a trusted member of the client’s advice team. Review estate planning documents and complex family and financial situations and provide clients with i... 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Note: This job is no longer active.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 & Estate Strategist The candidate will work closely with and support Senior Trust & Estate Strategists. Manage an active calendar of meetings, events, and appointments with clients, prospects, and colleagues. Facilitate client and internal meetings focused on estate planning, wealth transfer, and charitable giving.... Become a trusted member of the client’s advice team. Review estate planning documents and complex family and financial situations and provide clients with i... 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 Director of Administration... The candidate ensures compliance and risk management policies, procedures, and controls are being adhered to and provides guidance to professional staff as needed. Coordinates departmental response to regulatory, audit, and compliance exams. Provides expertise, technical advice, and counsel on complex trust and fiduciary issues raised by professional staff. Provides Member Banks estate planning advice and support related to financ... 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
Sr Wealth Planning Strategist The candidate... will : Collaborates with Wealth Planning and regional Private... Wealth Management leadership, as well... as the rest of the Regional Planning team, to promote Wealth Planning both internally and... externally. Often featured in internal and external presentations as subject matter expert in specialized areas like tax, wealth transfer, business transition, and... other planning issues faced by high and ultra high net worth clients. Plays a rol... 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
Client Advisor II The candidate will assist client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Will lead client team members and partners with other internal specialists to provide clients access to the full array of firm's capabilities and services, as required to meet their specific needs. Focuses on sales to new and existing Hig... 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 Wealth Planning Strategist The candidate... plays a significant role within Private Wealth Management in acquiring, deepening,... and broadening relationships with clients and prospects generally above $100mm in net worth. Collaborates with Wealth Planning and regional Private... Wealth Management leadership, as well... as the rest of the Regional Planning team, to promote Wealth Planning both internally and... externally. Often featured in internal and external presentations as sub... 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 Wealth Planning Strategist The candidate... plays a significant role within Private Wealth Management in acquiring, deepening,... and broadening relationships with clients and prospects generally above $100mm in net worth. Collaborates with Wealth Planning and regional Private... Wealth Management leadership, as well... as the rest of the Regional Planning team, to promote Wealth Planning both internally and... externally. Often featured in internal and external presentations as sub... 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 Wealth Planning Strategist The candidate... plays a significant role within Private Wealth Management in acquiring, deepening,... and broadening relationships with clients and prospects generally above $100mm in net worth. Collaborates with Wealth Planning and regional Private... Wealth Management leadership, as well... as the rest of the Regional Planning team, to promote Wealth Planning both internally and... externally. Often featured in internal and external presentations as sub... 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 Wealth Planner The candidate serves... as Senior Wealth Planner on more complex... clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional... Wealth Planning Managers to identify... and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on planning engagements, including project oversight, plan preparation, review and delivery. 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
Senior Wealth Planner The candidate serves... as Senior Wealth Planner on more complex... clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional... Wealth Planning Managers to identify... and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on planning engagements, including project oversight, plan preparation, review and delivery. 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