Job Title: - Mid-Level Private Wealth Services Associate... - Associate (Level 4+) Experience Information:... - Mid-level associate position - Must... in Taxation - Must have experience in business succession, estate planning, tax, and business transaction matters... Job...
relations. - Serve as the senior representative of KIND at the local level, engaging with government, private... sector partners, and community... stakeholders to advance KIND's mission. - Supervise Senior Attorneys, Managing Attorneys, and other staff as needed, providing mentoring to pro bon...
firm seeks a talented mid-level associate to join its... Private Wealth Services Practice in... estate planning, business succession, tax strategies, and business transactions.... The ideal candidate will work closely with clients to address the complex needs of closely held and...
The following jobs are no longer active but were real openings previously posted by employers.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 Associate/Partner – Private Client Services – Any... Office Overview **Members Only** is seeking a Senior Associate or Partner for its Private Clien... 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Note: This job is no longer active.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
Salary Information - Competitive salary based on experience and qualifications - Comprehensive benefits package including medical, dental, vision, life insurance, and retirement plans - Bonuses and incentives based on performance Job Title Senior Associate – Private Client Services Experience... Information - 5-15 years of relevant experience in estate planning, taxation, and trust administration - Experience working with individuals, charitable organizations,... 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Note: This job is no longer active.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
Advisory Center Trust Advisor 3, 4 or 5 Advisory Center Trust Advisor 3 The candidate will directly administers Personal Trust accounts including personal trusts, estates, investment management, custodial and guardianship accounts in conformance with company policies and procedures, applicable laws, and the terms of the underlying document. Serves as a part of the Relationship Management Team working closely with client advisor's, wealth strategists, portfolio... managers 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
Specialist Tax, Trust & Estate The... candidate will develop and manage strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter expert on sophisticated trust, estate and income tax questions and issues. Help... identify cross-sell opportunities within Retail, Institutional and Corporate & Retirement Services. Present at company Client Events. Support training of... Financial Consultants in Trust/Estate and Tax issues. Have rel... 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
Advisory Center Trust Advisor 3, 4 or 5-225593 The candidate Directly administers all types of Private Wealth Management (PWM) Trust... accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. Conforms to firm's policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money La... 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
Advisory Center Trust Advisor Duties: Administers all types of Private Wealth Management (PWM) Trust... accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size. Conforms to SunTrust policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understands 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
Private Wealth Services Senior Associate... The candidate will provide tax compliance and consulting services... other professionals in General Tax to assist to build... a profitable practice, delivering high value solutions and income, estate, charitable, and gift tax planning strategies to the... high net worth market. Will manage client engagements from start to... finish, which includes planning, executing, directing, and completing tax projects and managing to...... 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 Advisor Duties: Directly administers Personal Trust accounts including personal trusts, estates, investment management, custodial and guardianship accounts in conformance with policies and procedures, applicable laws, and the terms of the underlying document. Serves as a part of the Relationship Management Team working closely with client advisor's, wealth strategists, portfolio... managers and external advisors to define and meet clients' tax, financial, estate planning,... 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
Tax Senior - Private Client... Services The candidate will... contribute to client satisfaction by providing timely... and effective responses to client needs and concerns, thereby... enhancing long-term working relationships with clients. Will develop and deliver timely and high-quality services and work products. Facilitate... communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commit... 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
Tax Manager - Private Client... Services The candidate will provide... tax-related domestic and cross-border planning... and compliance assistance to business-connected individuals and their associated entities. Will assist individual clients needing a wide range of tax services, including tax compliance,... tax... planning and tax advice... relating to their business interests, investments and related assets. Serve as an advisor to high-net-worth individuals, family businesses and executive... 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