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...
The following jobs are no longer active but were real openings previously posted by employers.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.
Internal Trust Specialist Duties: Providing guidance on trust company administration and the fiduciary investment offerings to ultra high net worth clients. Will be responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate fina... 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Note: This job is no longer active.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, Internal Trust Specialist The candidate will be responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Will also need to work with the Financial Advisor to coordinate the firm’s investment offerings to ensure that they are consistent with applicable fiduciary investing rules. Assist Financial Advisors in selling trust company services to existing and prospective clients which will 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
AVP, Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary inve... 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
Internal Trust Specialist Duties: Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. Pe... 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
Internal Trust Specialist Duties: Assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. Pe... 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
Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Advise financial advisors on suitability of investments for trusts considering applicable fiduciary inve... 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
Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary... investment and administration requirements of trusts. Will advise financial advisors on suitability of investments for trusts considering applicable fiduciary... 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 Responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company administration and fiduciary services to both newly implemented and existing estate plans which requires the individual to understand complex estate planning transactions in order to effectively communicate the requirements of administration to fi... 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 Duties: Partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company administration and fiduciary services to both newly implemented and existing estate plans which requires the individual to understand complex estate planning transactions in order to effectively communicate the requirements of administration to financia... 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 works in a fast paced and dynamic corporate environment providing guidance on trust company administration and the fiduciary investment offerings to ultra-high net worth clients of Merrill Lynch Financial Advisors. This individual is responsible for partnering with a field based External Trust Specialist working in an assigned geographic territory. Results are accomplished through a consultative sales approach in offering trust company... 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