Job Title: Estate Tax & Business Succession Planning... and generation-skipping transfer (GST) tax strategies. - Develop and implement... comprehensive business succession plans for family-owned and closely held businesses. - Structure and draft estate planning documents, including complex trusts such as GRATs, ILITs,...
variety of tasks that center around estate planning and business succession for high-net-worth individuals and business owners. Key responsibilities include: - Advising clients on strategies related to estate, gift, and generation-skipping transfer (GST) taxes to ensure tax efficiency and wealth preservatio......
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust, Estate and Gift Tax Manager The candidate work... include the following: Reviewing fiduciary, individual, estate and gift tax returns. Working with staff... to ensure fiduciary, individual, estate, and gift tax returns are completed correctly... by required deadlines and under firm processes. Coaching and mentoring staff. Interpreting and reviewing various legal documents in relation to estate and business succession planning. Implementing the planning process to create plans... 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Note: This job is no longer active.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 The candidate will be responsible for development of new private client and institutional relationships;... primarily through sophisticated financial and estate planning for asset management clients and prospects, either alone or in conjunction with the client’s legal and financial advisors. Will manage a select group of complex and/or large account relationships. Development of new and expanded private client and institutional relationships... with primary focus o... 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- Fiduciary Services The candidate will manage... a book of trust and estate accounts: types include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, charitable trusts, estate accounts, and agency accounts, discretionary and directed. Provide superior client service and develop deep... relationships with clients to best administer their trust accounts, generate solutions, and meet their investment objectives and distribution needs. Serve... 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
Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent... investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. At the regional level, the RFM is accountable for revenue growth, client retention, 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent... investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and... 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
Senior Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent... investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and... 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
Private Wealth Management Planner The... candidate's duties include: provides clients with the opportunity to obtain objective, comprehensive and needs based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients: asset... allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock... option analysis, executive pl... 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 Company Tax Supervisor RSM is... leading provider of professional services to the middle market... with the purpose of helping clients and people realize their full potential. We are looking for an experienced and knowledgeable Tax Supervisor to join our... team. ## Job Duties As a Tax Supervisor, you will have... the following job duties: * Serve as a career advisor, mentor or coach to one or more employees, including providing honest and timely perfo... 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
Summary: RSM, the leading provider of professional services to the middle market... globally, is seeking a dynamic Tax Supervisor to join their... Private Company team. The role... will focus on providing strategic tax planning, business advisory, and... compliance work for closely held businesses and their owners, as well as ultra-high net worth individuals and small family offices. The Tax Supervisor will also have... the opportunity to support new business development and assist with... 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
Falls office of our client seeks associate attorney with... trust colleagues and key private bank partners located in... the globe. Will oversee all aspects of managing and leading the Sioux Falls trust team, including staff management, client relationships, trust admini... 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