Job Title: Wealth Management Trusts & Estates... and gift tax, generation-skipping transfer tax, fiduciary income tax,... international transfer tax implications, and foreign... tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with team members...
and gift tax, generation-skipping transfer tax, fiduciary income tax,... international transfer tax implications, and foreign... tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate with team members to review and support the preparation of...
join its expanding Private Wealth and National Trust practice... within the Business Planning and Tax section. This role involves advising local, national, and international clients on complex trust and estate matters, including advanced federal estate and gift tax planning and...
The following jobs are no longer active but were real openings previously posted by employers.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.
Attorney, Estates The candidate handles a variety of legal matters in the areas of estates, trust, tax, business and wealth planning and related transactions.... Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attorney, charitable trusts, QPRT’s, family limited partnership agreements, and oth... 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Note: This job is no longer active.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
Officer II The candidate maintains a trust book of fiduciary and investment management accounts. Works closely with national . Trust teams to achieve strategic objectives of the PWM markets overall. Primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. Works with the PCA/Client Team and/or national MTE, MTTL or TTL to assure trust product awareness and education... 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 Advisor Duties: Will be responsible for fiduciary business acceptance for . Trust Company of Delaware and assisting with training of Private Wealth Management personnel on fiduciary... issues. Member of Editorial Board of Practical Drafting. Responsible, with other Regional Fiduciary Advisors for publication (including production, editing and assisting external authors with drafting and research) of Practical Drafting, . Trust's quarterly estate plannin... 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 Fiduciary Adv Specialist... (Lo) II The candidate will be primary contact for coordination for Investment and Fiduciary Services: serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows/retains Wealth Management relationships by integrating... fiduciary knowledge, wealth planning, investment... 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 Strategy Regional Director The... candidate will be responsible for the oversight of all wealth strategy activities for the... region and ensure that wealth strategy professionals are providing... client centric service and advice while executing on the performance objectives and wealth strategy initiatives in compliance... with policies and procedures. Will oversee the execution of functional activities to ensure that region and team sales goals and performance objectives are me... 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
Fiduciary Advisor Duties: Will be responsible for fiduciary business acceptance in . Trust Delaware and assisting with training of PWM on fiduciary issues, responsible for publication of Practical Drafting, quarterly estate planning/tax and fiduciary technical publication, provide line support in the form of technical expertise to Legal on fiduciary related projects, responsible for assisting in setting, drafting and implementing fiduciary policies across lines 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
Fiduciary Advisor The candidate will be responsible for fiduciary business acceptance in . Trust Delaware and assisting with training of PWM on fiduciary issues, responsible for publication of Practical Drafting, quarterly estate planning/tax and fiduciary technical publication, provide line support in the form of technical expertise to Legal on fiduciary related projects, responsible for assisting in setting, drafting and implementing fiduciary policies across l... 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 Specialist The candidate will report directly to the Sales Performance Executive with Personal Wealth and Retirement. Will develop... current and future fee trust business in accordance with assigned production goals for the position, includes Financial Advisor penetration goals. Build solid relationships with Financial Advisors, Private Wealth Advisors, Complex Directors, Sales... Managers and Regional Managing Directors of the Advisory Division specific to assigned territo... 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 Counsel Duties: Active community representation of the firm in the industry through thought leadership and attendance in industry groups such as Bar Associations; committees, networking groups and conferences. Assist and participate in new business meetings in order to articulate value proposition of integrated wealth management from Trust Counsel... offering perspective. Provide direction on opportunities and staying abreast of competitor offerings and structure; making... 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, business, tax and wealth planning attorney with 4+... trust, tax, business and wealth planning and related transactions.... legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... Revocable and Irrevocable Trusts, Wills, Durable Powers 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