Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance,...
Associate - Winter 2026 Milwaukee, WI, 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...
Associate - Winter 2026 Appleton, WI, United States Be the First to Apply 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...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Core Tax Services Senior Manager is tasked with advising clients on the tax implications of their business objectives and evaluating alternative actions to minimize tax burdens and compliance costs. This role involves...
The following jobs are no longer active but were real openings previously posted by employers.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.
## Sr. Trust Strategist **Baird Trust Company** is looking for a **Sr. Trust Strategist** to provide trust and estate planning expertise to their clients. The ideal candidate will have a Juris Doctorate (JD) and 10+ years of experience in the trust industry. **Salary Information:** Compensation is competitive and commensurate with experience. **Job Responsibilities:** - Serve as the trust and estate planning expert within Baird Trust, supporting Baird 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Note: This job is no longer active.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
Director, Estate and Business Planning Attorney The candidate should have Bachelor's degree and JD from an accredited law school. CFP preferred. Series 6 or 7 within 1 year. Must be licensed to practice law in at least one state. Should have 12 years of experience in a law firm or related work in a financial services company. Experience explaining complex concepts in understandable terms to advisors and clients. Deep knowledge in one of more areas-business succession... 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
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
Wealth Planner II The candidate... supports the Senior 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
Senior Wealth Planning Strategist The Candidate... is responsible to develop new clients and drives the wealth planning client experience jointly... with internal partners as well as individually with external sources. Provide support for office as subject-matter expert for planning issues. Partners with relationship managers as an integrated member of client and prospect relationship teams. Assists in delivery of a defined and ongoing client discovery experience. This includes wo... 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 II The candidate... 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, busi... 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 II The candidate... supports the Senior 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
Wealth Planner 2 The candidate... 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, busin... 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