Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. Key...
Title: Legal Assistant: Estate Planning Job Responsibilities: The position of Legal Assistant in the Estate Planning department involves a variety of responsibilities aimed at supporting the legal team and ensuring the smooth operation of legal processes. The key duties include: - Opening and...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Estate Planning AttorneyJob Overview: A reputable law firm in Acton, MA, is seeking a skilled Estate Planning Attorney to join their team. This position focuses on working closely with clients, guiding them through the estate planning process to ensure...
The following jobs are no longer active but were real openings previously posted by employers.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 Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns... accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions 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Note: This job is no longer active.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 Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns... accounts and ensures relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service standards are met. Provides fiduciary oversight and answers difficult or complex questions 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
(Estate Tax) - GS-0905-13/13 The candidate will be responsible for delivering the instruction/training to individuals from within organization. As a CIT, will use technical expertise and years of experience to plan and conduct training on basic and/or advanced areas of tax law, procedures, policies, techniques, or other specialized fields unique to position/occupation. As a CIT will be called upon to share knowledge and expertise with employees within unit/organizat... 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 The candidate reports to the Vice President and Chief Fiduciary Officer. The position has both a trust administration and legal component, and acts as a support for both new and existing trust business. Review trust documents for prospects interested in naming company as trustee. Ensure compliance with company policies and procedures. Assist trust administration with technical fiduciary issues and the administration of special assets held in trust. Condu... 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
Charitable Planning Consultant Duties: Building awareness and positioning FC products to financial, legal, and tax planning intermediaries. Representing, building awareness, and positioning products within the Fidelity distribution channels, especially Fidelity branches. Introducing FC to new lines of philanthropy, including Private Equity, Corporate and others. Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues. E... 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 performing or overseeing all the details of trust account management and administration. Will be... ensures that the client’s portfolio is invested in the appropriate investment strategy. Responsible for monitoring account activity to ensure compliance with a trust document, as well as internal procedures; investigating and recommending action on discretionary decisions; and providing estate and tax expertise as necessary. M... 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 Officer is responsible for providing fiduciary guidance and expertise 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
Register of Probate The candidate will work for fair and impartial administration of justice. Protection of constitutional and statutory rights and liberties; equal access to justice for all in a safe and dignified environment with policies and practices that strengthen and support diversity, equity, and inclusion; efficient, effective, and accountable resolution of disputes; prompt and courteous service to the public by committed and dedicated professionals utiliz... 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 Banking Associate The candidate will provide to support to our Private Banking Division and will focus on financial reporting and client correspondence, as well as administer new client account set up and maintenance. Will work with specialized clients to facilitate client meetings, schedule reviews and process distributions. Will work with other business partners to increase referrals to the overall Wealth Management division.... 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 & Gift Planning - Northern New England Duties: Responsible for 15+% of the organization’s revenue, second only to our well-known “Relay for Life†and other special events. Builds relationships with planned giving prospects and donors in addition to estate and financial planning professionals. Document $750K-$1,300K in new gifts Net Present Value; Meet personally with prospects, donors and professional advisors (220 face-to-face scheduled contacts ann... 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