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The following jobs are no longer active but were real openings previously posted by employers.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.
Elder and Estate Law Paralegal The candidate will assist attorneys in general elder and estate law matters including Medicaid and VB planning, filing and processing Medicaid and VA applications, estate and trust planning, estate and trust administration, and guardianship proceedings. Will learn Medicaid and VA rules and processes. Collaborate with attorneys and office staff to develop a highly efficient system for intake, filing, and processing of Medicaid and VA a... 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Note: This job is no longer active.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 Estate Paralegal Court Accountant The candidate will administer high AUM and complex estates from start to finish, alongside an assigned wealth advisor to the Chief... Fiduciary Officer. Will complete all probate tasks such as asset gathering. Keep clear and concise records of date of death property values. Communicate with outside counsel for the estate during the entire estate administration process until its completion. Assist, guide and, as needed, direct Wealth A... 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
Wealth Strategist, Team Leader The... candidate manages the Wealth Strategist team that works... with Private 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, Estat... 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 Duties:... Will be part of one of the nation's largest wealth management firms and one... of the most respected planning groups in the wealth management industry. Will work... with an exceptionally bright and credentialed group of planners in a team-oriented environment. Will also be working with highly experienced and talented private bankers, fiduciary advisors and investment professionals. Will have responsibility for the oversight of all wealth s... 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 Associate or... Partner The candidate should have hands-on expertise in estate/succession planning and wealth transfer/protection. Practice also includes... fiduciary and beneficiary representation in estate administration and probate litigation, federal estate tax audit issues, charitable legacy planning, and all closely held business matters. Orphans’ Court experience is a plus, together with strong academic record and excellent references. Portable bu... 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 Associate or... Partner The candidate will handle estate/succession planning and wealth transfer/protection. Will handle fiduciary... and beneficiary representation in estate administration and probate litigation, federal estate tax audit issues, charitable legacy planning, and all closely held business matters. Orphans’ Court experience is a plus, together with strong academic record and excellent references. Portable business and/or strong interest i... 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