Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....
a detail-oriented and client-focused attorney who has a strong interest in estate planning, wealth transfer strategies, and tax... law. The role offers an excellent opportunity to work closely with high-net-worth individuals, families, and business owners, while developing deep expertise in...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Management Senior Fiduciary Advisory... Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset... allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists,... Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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Note: This job is no longer active.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
Note: This job is no longer active.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
Paralegal - Estate Planning & Elder Law Duties: Communicate with clients and client advisors. Assist with the preparation of estate planning documents (trusts, wills, powers of attorney, health care directives and other associated documents). Prepare deeds and transfer of real property documents.... Prepare and proof correspondence and other trust estates related legal documents. Assist with court conservatorships including initial filing, status updates, accountings and petiti... 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
Associate Attorney Duties: The candidate will be drafting estate planning documents including a revocable living trust, supplemental needs trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney, Trust Transfer Deeds. Drafting court documents... including Petitions, support declarations, Notices, and proposed Orders. Work with and supervise our paralegal team with the preparation and submission of routine court documents and filings, trust accounting materials... 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
Salary: $95,000 / Yearly Benefits: Paid time off Flexible schedule Retirement plan Law Firm in Contra Costa County specializes in trust and estate planning for persons with disabilities Looking for a full-time Associate Attorney with flexible work hours available Ideal candidate is committed to serving persons with disabilities and their families Familiarity with public benefits for persons with disabilities preferred Fluency in Spanish a plus but not requi... 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
of Planned Giving The candidate will report to the vice president of development. Will develop strategies for growing bequests and life income gifts by partnering with nonprofit organizations and providing trainings to both internal and external constituents. Maintain a portfolio of active professional advisor relationships, meeting with a minimum of five professional advisors per month. Oversee professional advisor portfolios and relationships across the developmen... 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
Vice President – Trust Specialist Duties: Will report directly to the sales performance executive with personal wealth and retirement. Is regionally... located and responsible for covering specific complexes/offices in the Advisory Division of company. 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 Adviso... 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
Vice President – Trust Specialist Duties: Will report directly to the sales performance executive with personal wealth and retirement. Is regionally... located and responsible for covering specific complexes/offices in the Advisory Division of company. 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 Adviso... 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 Planning Attorney The candidate should have law degree from an Accredited University; Passed the Bar Exam on the first attempt. Must have 4 years’ experience in estate planning, trust administration and probate proceedings. Experience in preparing estate tax returns is desirable. Candidates must have excellent drafting and writing skills, the ability to communicate clearly, enjoy working in a team atmosphere with staff and attorneys and superb attention 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
office of a **Members Only** Top Ranked Law Firm seeks an associate attorney with relevant experience. Experience in probate, estate planning, and/or conservatorships strongly is preferred. Prior experience in issues related to community services for persons with disabilities is... 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