Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning. The role involves...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in Personal Financial Services at Company involves assisting private companies with a range of business advisory needs, such as audit, tax compliance, and planning. This role focuses on improving...
Associate - Winter 2026 Cleveland, OH, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
Title: Tax Manager, International Tax Services Job Responsibilities: The Tax Manager, International Tax Services plays a crucial role in advising multinational clients across various industries about the tax implications related to their business objectives. This role involves recommending alternative courses of action...
The following jobs are no longer active but were real openings previously posted by employers.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.
Relationship Manager - Wealth Advisory Responsibilities: Manage... designated client relationships to provide thoughtfully innovative, integrated, and appropriate wealth management advice and solutions.... Lead client meetings, oversee timely production of meeting materials, and coordinate post-meeting follow-up. Contribute to overall client satisfaction through timely delivery of services and regular and effective communication with clients and partners. Develop excellent relat... 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Note: This job is no longer active.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 Specialist The Director of... Family Wealth Consulting (the Director) serves... as a lead advisor on the Family Wealth Consulting Team (FWCT). Will... be responsible for introducing Family Wealth (FW) prospects to suite... of sophisticated planning solutions, including advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer and investment management.... Provide insights and solutions to attract, retain and... 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 Officer The candidate will partner with Private Client Advisors in closing new business and provide high level advisory consultation to clients. Will partner with PCAs to drive business development / close new Trust business in prospecting activities. Identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trus... 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 Trust Officer The candidate will partner with PCAs to drive business development / close new Trust business in prospecting activities. Will proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Proactively... engage other specialists within US Trust to be... 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 Analyst Duties: Partners... with Wealth Strategists, WMAs, and other... specialists to deliver the firm's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family’s current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged... with th... 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 Strategist Duties: Serves as... the primary Wealth Planning expert and resource... for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely-held business entities, corporate executives, and private foundations. Partners with WMAs in the prospecting experience participating in all aspects of delivering the firm's d... 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
The candidate will provide high quality legal support services to company and its clients. Responsibilities will include preparation of investment subscription documents, corporate resolutions, and to assist the attorneys in the fulfillment of their responsibilities, including estate and trust administration. Assist in the preparation of subscription documents for private investments. Prepare summary, process documentation and file a response for amendments to limi... 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
Banking, Trust Administrator The candidate will be responsible for the support and retention of 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. Proactively contact clients regarding issues 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
Banking, Trust Administrator Duties: Be responsible for the support and retention of high net worth client relationships. 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. Proactively contact clients regarding issues such as overdraft... 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
Candidate will provide high quality legal support services to company and clients. Responsibilities will include preparation of investment subscription documents, corporate resolutions, and to assist the attorneys in the fulfillment of responsibilities, including estate and trust administration. Assist in the preparation of subscription documents for private investments. Prepare summary, process documentation and file a response for amendments to limited partnershi... 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