as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting 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The following jobs are no longer active but were real openings previously posted by employers.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 Manager Tax - Estates, Gifts, Trusts... The candidate will be a key business advisor to high net worth clients and their respective business interests. As a manager, will lead our team in a variety of areas including technical expertise, staff development, client services and business development activities. Consult with high net worth clients on income tax, estate, trusts, and inheritance... tax... planning and compliance. Conduct... research using Thomson Reuters Checkpoint, BN... 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Note: This job is no longer active.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
Supervisory Attorney (Estate Tax) (Senior Manager Readiness... Program (SMRP)) Duties: The Program offers the opportunity for well qualified individuals to received structured professional leadership development and experience. During the twelve month training and development program, all attendees will be assigned a coach, complete Career Learning Plans, and attend leadership-training classes. Candidate will receive at least one developmental acting assignment and participate... 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Note: This job is no longer active.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
Temporary Supervisory Attorney (Estate Tax), IR 04 Duties:... The candidate will be responsible for assigning, directing, and reviewing the work of subordinate employees. Will use leadership skills and management techniques for planning, scheduling, and coordinating work... operations, planning and carrying out the... training and development of employees, evaluating employees' work performance, and in performing all other related administrative functions. Direct the work operations... 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
Experience with tax planning for private equity... and real estate Experience with tax... research and tax compliance... for pass-through and C-corporation entities Working knowledge of accounting software Salary Information The salary for this position is competitive and commensurate with experience. Tax Manager Private Equity... Are you a tax professional with experience in... managing tax advisory services, tax compliance,... and tax provision? Do you have... a stron... 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 Duties: Serve as relationship manager and fiduciary advisor for clients with more than $1M in investable assets and support a book of accounts having an asset base of $200M+. On behalf of 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 Manager Tax - Estates, Gifts, Trusts... The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance... tax... planning and compliance. Conduct... research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership,... LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive... growth... for internally and externally. Work with internal leaders, managers; expand existing client relationships by understandin... 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 & Gift Planning The... candidate will build relationships with planned giving prospects and donors in addition to estate and financial planning professionals.... Will document $750,000 to $1,300,000 in new gifts Net Present Value. Meet personally with prospects, donors and professional advisors (220 face-to-face scheduled contacts annually) to discuss the Firm’s cancer control, research, patient services programs and planned giving services. Submit minimum of 24 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
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
Supervisory Attorney (Estate Tax) (Senior Manager Readiness... Program (SMRP)) Duties: The Program offers the opportunity for well qualified individuals to received structured professional leadership development and experience. During the twelve month training and development program, all attendees will be assigned a coach, complete Career Learning Plans, and attend leadership-training classes. Candidate will receive at least one developmental acting assignment and participate... 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