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...
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...
The following jobs are no longer active but were real openings previously posted by employers.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.
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Note: This job is no longer active.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
VP – Trust Specialist The candidate reports 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 terr... 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
Banker - High Net Worth Duties: Identifying and developing client relationships within the high net worth market by acting as the brand ambassador. Leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Leverages the specialists on their team (Investor, Capital Advisor, Wealth Advisor, Trust & Estate... Advisor) in order to provide interdisciplinary expertise for most complex clients. Responsible 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
Trust Specialist - Midwest 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 assign... 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 te... 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 Specialist Job number: 17081821 The candidate will develop current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Will build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territory. Provide trust and estate planning solutions, wealth transfer 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
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 territo... 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 Administrative Assistant III Duties: Will report to the Trust Manager. Will perform various non-routine administrative support functions teamed with account administrator(s) to provide client service. Limited discretion in making decisions involving individual trust accounts. Signing authority up to $10,000 for disbursements. Proactive and reactive contacts with assigned clientele base for routine requests as well as crisis resolutions and problem solving. Mon... 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- Indianapolis, Cincinnati, and Midwest Indianapolis, IN; Lexington, KY; Bloomfield Hills, MI; Cincinnati, OH; - United States Job number: 17079711 Back to job search results Apply Now for this job > Job description Job Description: Business Overview: Retirement & Personal Wealth Solutions (RPWS) serves the... core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for... 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
Administrator - Private Client Direct The candidate will be responsible for the support and retention of emerging high net worth client relationships. Will support Trust Officers who handle revenue producing books of business and manage the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary. Provide superior client service. Respond to client requests and issues and anticipate client needs. Contact clients regarding 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