Draft, review, and finalize estate planning documents, including wills,... trusts, powers of attorney, and healthcare proxies. - Provide legal advice and oversee probate and trust administration, which includes preparing court filings, inventories, and accountings. Court appearances are required as needed....
ideal for an experienced attorney passionate about guiding clients through the complexities of estate planning, trust administration, and... estate settlement. The role offers... the opportunity to work alongside a collaborative team of legal professionals across multiple practice areas, while providing...
The following jobs are no longer active but were real openings previously posted by employers.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.
Tax Professional/Financial Planner The candidate... will prepare quarterly income-tax projections and extension estimates for high-net-worth clients. Will prepare various financial exhibits such as net-worth statements, estate-tax balance sheets, estate-tax flow... charts, total-return calculations. Assist in financial planning projects and analysis. Extensive... telephone contact leading to face-to-face interaction with clients, and their outside advisors, to obtain information 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Note: This job is no longer active.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
Senior Tax Specialist The candidate as... a member of Rockefeller Capital Management Multi-Family Office will serve as a trusted advisor to clients with executive compensation, private equity & multi-state taxation issues and guide them through the implications of tax regulations while advising them... on tax strategies. Will train our... professionals on complex tax matters and be responsible... for setting policy on tax issues. Provide tax planning... and consultation to our... high net wor... 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
Financial Planner - Encompass The candidate will have following responsibilities: Prepare various reports for clients in the areas of cash flow planning, income tax projections, investment allocation, investment... performance, estate flowcharts. Prepare income and... gift tax returns for clients. Assist... in financial planning projects and analysis. Will... be trained on the use of the Advent portfolio system. Should have Bachelor's degree in Accounting or Finance with a GPA of or... 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
Financial Planner The candidate will work one-on-one with individual clients providing comprehensive personal financial planning, investment planning and tax services to corporate executives... and other high net worth individuals; prepare tax projections, asset allocation, retirement,... education funding, insurance and estate-planning analyses and extensive telephone... contact leading to face-to-face interaction with clients, and their outside advisors, to obtain information and 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 Client Associate The candidate will work closely with Sr. Client Advisor in advising and servicing Ultra High Net Worth clients. Assist Sr. Client Advisor in all phases of the financial planning process, from design to... implementation, ongoing monitoring and periodic reviews. Should have familiarity and working knowledge of the core concepts of financial planning, including tax, estate, investment,... and insurance planning.... Actively contribute and participate... in the serv... 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 Solutions Officer The candidate will handle accounts may be in any of the following categories: probate, guardianship, living and testamentary trusts, investment advisory and custody accounts, escrows, supplemental needs trusts and employee benefit trusts. Responsibilities include: oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Tru... 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 Management Solutions Officer The candidate will oversight of department activity to ensure appropriate account administration and review; drive the strategic business development and growth of the department; ensure Trust fiduciary capacity is maintained; strengthen customer relations by insuring investment selections meet customer risk tolerance, liquidity needs, time horizons, tax situations or legal considerations... and unique needs and circumstances, and the... 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
Estate Administration and/or Estate Planning... Paralegal The candidate must have 3+ years of experience. Should have knowledge of HotDocs and Surrogate's Court forms. Experience drafting informal and judicial accountings is required. Experience drafting advance directives, wills, revocable trusts and beneficiary designations is needed. Knowledge of estate, gift, and fiduciary income... tax returns preferred. Notary Public... strongly preferred.... 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
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
trusts and estates, transfer tax planning and reporting, and... estates and trusts administration, a significant portion of which experience is with high net worth clients and clients who control one or more business entities. Will prepare documents necessary to address... 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