opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
The following jobs are no longer active but were real openings previously posted by employers.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.
Senior Wealth Planning Strategist Candidate will... play 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Note: This job is no longer active.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
Wealth Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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Note: This job is no longer active.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 Advance Specialist... (Lo) II The candidate handles the 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 Wealth Management relationships by integrating... fiduciary knowledge, wealth planning, in... 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 Regional Fiduciary Manager - Philanthropic Services The candidate will lead a team of philanthropic specialists in growing and retaining philanthropic individual and institutional relationships by integrating fiduciary/prudent investment principles and knowledge, philanthropic consulting and planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen... and business development. Will be a... 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 2 The candidate... will supports the Sr Wealth Planner/Strategist in providing wealth... planning services to high... net worth clients generally above $5MM. Prepares analysis and work product on moderate to complex cases. Develops 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 planning, b... 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
Paralegal - Wealth Transfer/Tax The candidate is... responsible for reviewing and summarizing income tax returns and estate planning documents, including wills, trusts, and powers of attorney. Researching federal and state issues relating to estate planning, estate administration, fiduciary income tax, estate tax, and/or income tax. Providing daily operational support, as necessary. Assisting with creation and maintenance of internal reference materials relating to federal 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
Paralegal - Wealth Transfer/Tax Duties: Reviewing and... summarizing income tax returns and estate planning documents, including wills, trusts, and powers of attorney. Researching federal and state issues relating to estate planning, estate administration, fiduciary income tax, estate tax, and/or income tax. Providing daily operational support, as necessary. Assisting with creation and maintenance of internal reference materials relating to federal and state estate planning 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-Estate Paralegal The candidate should have 8+ years experience of wealth transfer, estate and trust... administration experience, including preparation of estate, gift and fiduciary income tax returns and electronic filing of probate court documents. Must possess keen attention to detail, including effective proofreading and drafting skills. Computer skills include: Microsoft Office 2010 suite including Word, Excel and Outlook. Aderant billing software. Tax program, such... 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 - Private Bank... - Banker - Vice President The candidate will be identifying and developing client relationships within the high net worth or ultra high net worth market; leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning; also leverages the specialists on team in order to provide interdisciplinary expertise for most complex clients; primarily responsible for generating new clie... 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 Transfer/Tax Paralegal Duties: Reviewing... and summarizing income tax returns and estate planning documents, including wills, trusts, and powers of attorney. Researching federal and state issues relating to estate planning, estate administration, fiduciary income tax, estate tax, and/or income tax. Providing daily operational support, as necessary. Assisting with creation and maintenance of internal reference materials relating to federal and state estate planning and 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