Title: Trusts & Estates Associate (Mid-Level) Job Responsibilities: The Trusts & Estates Associate is responsible for the administration of trusts and estates from inception to completion. This includes reviewing and drafting trust and probate administration documents, as well as other related documents....
Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of clients...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with a broad spectrum of business advisory needs. These include audit, tax compliance,...
Overview: A law firm in Pittsburgh, PA, is seeking an Estates and Trusts Partner to lead their Estates and Trusts practice area. The ideal candidate will be responsible for providing comprehensive estate planning and administration services, including drafting legal documents,...
The following jobs are no longer active but were real openings previously posted by employers.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.
Associate Attorney The candidate should have JD degree and 10+ years' experience to transition a wealth transfer, estate planning and... taxation practice. . degree in taxation helpful. Must have knowledge of Federal Estate Income Taxes. Must have knowledge of Pennsylvania Inheritance Tax. Must have ability to draft complex estate planning documents. Ability to prepare Fiduciary Income Tax returns is required. Ability to advise high-income clients as to estate planning 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Note: This job is no longer active.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
Administrative Assistant II The candidate will provide administrative support and assistance to trust account administrators and officers in maintaining trust account relationships. Will process all transactions to include collection of critical documents, collection of assets, preparation of disbursements, initiation of security trades and general knowledge of trust and investment accounts to ensure proper administrative/investment management. Utilize trust accounting... 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 Planner 1 The candidate... serves as senior Wealth Planner on more complex... clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional... Wealth Planning Managers to identify... and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on planning engagements, including project oversight, plan preparation, review and delivery.... 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 Strategist Duties: Generates or... coordinates creation of proposals focusing on client’s wealth transfer goals and objectives.... Develops and promotes sales ideas and effective business practices. Conducts “point of sale†presentations as needed. Assists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets of high net worth clients. Proactively identifies short and long-term business-building activities for individual F... 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
Trusts, Estates & Wealth Preservation Associate – Pittsburgh... The candidate will be drafting a broad range of estate planning documents including wills, trust agreements and related documents. Providing business succession strategies for clients. Advising individuals and families on trust structures and wealth transfer tax matters. Assisting... in the administration of estates and trusts. Preparing and/or reviewing federal estate, gift and fiduciary income tax returns. Supportin... 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 Strategist - Wealth Management... The candidate works with Wealth Management Sales Officers and... Senior Portfolio Officers in the work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer... Taxation, Estate Planning, Fiduciary... Planning opportunitie... 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 Strategist - Wealth Management... The candidate works with Wealth Management Sales Officers and... Senior Portfolio Officers in their work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer... Taxation, Estate Planning, Fiduciary... Planning opportunit... 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 Strategist - Wealth Management... The candidate will work with clients, prospects as well as their tax and legal advisors, to provide expert advice to clients in specialty areas such as the development of appropriate Asset Allocation strategies, Alternative Investment strategies, hedging strategies, Wealth Transfer strategies and Transfer... Taxation, Estate Planning, Fiduciary... Planning opportunities, Fiduciary responsibilities, Fiduciary Taxation, technical expertise on IR... 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 and Estates Attorney The candidate should have 10+ years of experience. Should have worked with sophisticated wealth planning clients, typically family-owned... and closely-held, providing guidance on estate planning, wealth transfer, tax and business... succession planning. Should have a book of business ($300k). Very strong academic and employment credentials, including PA Bar membership, required. . in Tax is a plus.... 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 Paralegal The candidate will have prepared Federal estate and state inheritance and gift tax returns, and worked with pre- and post-nuptial have have worked with a range of types of estates, including high net worth clients, and will be comfortable with sophisticated trusts and estates matters and have some exposure to Orphan's Court litigation. Should have worked with a variety of sophisticated trusts, estate and trust administration, li... 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