and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Perform primary review of complex tax returns and maintain regular...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary review of complex tax returns and maintain re...
The following jobs are no longer active but were real openings previously posted by employers.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.
Management Liability Product Leader Duties: Reports up to the Underwriting Officer for Financial Products, within the office of the Chief Underwriting Officer. Responsibility for providing leadership and underwriting excellence for one or more of the management liability products. (Employment Practices Liability, Director’s and Officers Liability and/or Fiduciary Liability). Will be responsible for establishing, directing and implementing the overall portfolio man... 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Note: This job is no longer active.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
The candidate Should have 5-10 years’ experience to join firm and practice working in the areas of Trust & Estates, Real Estate & Commercial Transactions, and General Litigation. This would include drafting Wills, Living Wills, Powers of Attorney, Trusts, and working on Probate matters; preparing a variety of transactional documents for commercial leasing, sales of commercial sites, and business transfers; as well as superior research and writing skills for motions,... 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
The candidate Should have 5-10 years’ experience to join firm and practice working in the areas of Trust & Estates, Real Estate & Commercial Transactions, and General Litigation. This would include drafting Wills, Living Wills, Powers of Attorney, Trusts, and working on Probate matters; preparing a variety of transactional documents for commercial leasing, sales of commercial sites, and business transfers; as well as superior research and writing skills for motions,... 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
Client Advisor II Duties: Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs. Reports to the Market Executive or City Executive. Act as... 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 Management Fiduciary Advance Specialist... (LO), Philanthropic Services Duties: Focus on philanthropic business development and philanthropic account management. Serves as subject matter expert in regards to philanthropic planning for individuals, charitable institutions and philanthropic vehicles, such as endowments, planned gifts, private foundations, split-interest charitable trusts, and donor advised funds. Fiduciary expert that applies knowledge and skills in... 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 Senior Fiduciary Advice... Specialist (Lo), Philanthropic Services The candidate will focus on philanthropic business development and philanthropic account management. Will serve as subject matter expert in regards to philanthropic planning for individuals, charitable institutions and philanthropic vehicles, such as endowments, planned gifts, private foundations, split-interest charitable trusts, and donor advised funds. Apply knowledge and skills in the area... 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 Senior Fiduciary Advice... Specialist (Lo), Philanthropic Services The candidate will focus on philanthropic business development and philanthropic account management. Will serve as subject matter expert in regards to philanthropic planning for individuals, charitable institutions and philanthropic vehicles, such as endowments, planned gifts, private foundations, split-interest charitable trusts, and donor advised funds. Apply knowledge and skills in the area... 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
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
office of a **Members Only** Top Ranked Law Firm seeks a trusts and estates associate attorney with 1-3 years of experience in estate planning, estate administration, tax, commercial or residential real estate, Medicaid, and/or business planning. The candidate will... 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