Title: Fiduciary Accountant Job Responsibilities: - Applies principles of fiduciary accounting to analyze financial information and prepare income, estate, and gift tax returns. - Prepares and files Federal and state estate tax and gift tax returns. - Prepares and files Federal and state fiduciary...
Title: Senior Trusts & Estates Attorney (Of Counsel) – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth individuals and families, including entrepreneurs, executives, family offices, and legacy wealth holders, on complex estate planning, wealth transfer strategies, and sophisticated...
Title: Paralegal, Private Wealth Job Responsibilities: The Paralegal, Private Wealth is tasked with supporting the Private Wealth lawyers in various administrative and legal functions related to client estates, estate planning, and trust accounting. The essential duties and responsibilities include: - Administering estates by...
The following jobs are no longer active but were real openings previously posted by employers.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.
Strategies Advisor - NYC : 1000057339 US-NY-New York Stay connected to Careers on twitter @BofA_Careers. Link opens a new window. Description Role Overview A Wealth Strategist in Wealth Planning Solutions (WPS) answers a client's estate and financial planning questions by performing a variety of analyses, creating specific recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to ach... 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Note: This job is no longer active.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 Strategies Advisor- New York, NY : 1100041703 US-NY-New York Description An Associate Wealth Strategist in Wealth Planning Solutions (WPS) answers a client's estate and financial planning questions by performing a variety of analyses and then creating specific recommendations for the client based on those analyses. In most cases, the Associate Wealth Strategist will assist a Wealth Strategist. In many cases, especially for clients in the $3-5 million r... 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 Strategies Advisor The candidate will serve as a specialized resource to the Private Bank partnering with local Relationship Managers for sales and service to the Ultra Affluent consumer segment. Will work with a dedicated national team of senior financial advisory and product specialists exclusively focused on sophisticated, objective advice and integrated wealth management strategies for individuals of substantial wealth. Develop and present solutions 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 Trusts and Estates Associate The candidate must have 5+ years of experience dealing with high net worth clients and a sophisticated level of proficiency in all aspects of complex estate and trust administration work. Should preferably have extensive experience in drafting revocable and irrevocable trusts, wills, durable powers of attorney, health care powers of attorney, charitable trusts, GRAT's, QPRT's, family limited partnership agreements... and related documents; pr... 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
York City office of our client seeks senior trusts and estates attorney with 5+ years of experience. The candidate will be dealing with high net worth clients and having a sophisticated level of proficiency in all aspects of complex estate... 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
Strategies Analyst The candidate will support Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Review, analyze and flowchart estate planning documents and drafts initial financial projections. Assist in the coordination of client workshops to provide financial advisory expertise to internal sales team 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
and Estates Attorney Responsibilities: Handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions. Drafts Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family Limited Partnership Agreements and other documents for estates with wide-ranging values. Responsible for post-mortem administration of estates. Prepares... 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
And Estate Attorney Responsibilities: Handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions. Drafts Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, Charitable Trusts, GRAT’s, QPRT’s, Family Limited Partnership Agreements and other documents for estates with wide-ranging values. Responsible for post-mortem administration of an... 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 Strategies Advisor The candidate will work with a Wealth Strategist to gather data, analyze data and develop recommendations. Manage a client engagement from start to finish without assistance from a Wealth Strategist. Gather financial data from a variety of sources (Customers, Private Client Advisors - PCAs, Private Client Managers - PCMs, Portfolio Managers - PMs, etc.). Review, analyze and flowchart estate planning instruments. Prepare and analyze balance... 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
Strategies Analyst The candidate will gather financial data from a variety of sources (client, PCAs, PCMs, PMs, etc.); Review, analyze and flowchart estate planning instruments; Prepare and analyze balance sheets, financial projections and transfer tax illustrations; Create initial draft of client letter; Research basic issues related to estate and financial planning including: effectiveness of estate tax savings strategies, charitable planning, retirement planning an... 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