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,...
The following jobs are no longer active but were real openings previously posted by employers.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 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Note: This job is no longer active.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
Advanced Planning Insurance Consultant The candidate works with company owners, presidents, CEO’s, controllers, human resources professionals, and executive directors on a daily basis tailoring insurance programs including selling life, disability income and long term care insurance to affluent and business customers of the Bank and AFG. Use life insurance to solve complex financial problems in wealth transfer planning, gift tax... planning, and business continuation strategi... 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 Planning Strategist The candidate... prepares analyses and work product for ultra high net worth clients (UHNW). Prepares analyses and work product on moderate to complex cases. May support the Senior Wealth Planning Strategist to deliver... the proper planning analysis to clients. Planning advice is delivered in partnership with the relationship manager and/or the Senior Wealth Planning Strategist. Responsible for... developing comprehensive, integrated and multigenerational... 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 Planner Duties: Supports the... Senior Wealth Planner/Strategist in providing wealth... planning services to high... net worth clients generally above $10MM. Prepares analysis and work product on moderate to complex cases. Responsible for developing comprehensive, integrated and multigenerational wealth plans. Focuses on cash... flow analysis, insurance analysis, education funding analysis, executive compensation issues and stock option analysis, income tax planning, charitable 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
Private Bank - Private Banker Duties: Be accountable for identifying and developing client relationships within the high net worth market by acting as the brand ambassador of firm. As a 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 interdiscipli... 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
WM Fiduciary Advance Specialist II The candidate will be primary contact for coordination for Investment and Fiduciary Services: serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows/retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, m... 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 Fiduciary Adv Specialist... (Lo) II The candidate will serve as primary contact for coordination for Investment & Fiduciary Services: serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows/retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge ...... 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
WM Senior Fiduciary Advisory Specialist (LO) Duties: Primary contact for coordination for Investment and Fiduciary Services; serves 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. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, mul... 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 in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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 in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects... 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