Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Key responsibilities include: - Encouraging everyone to have...
Title: Tax Director - Personal Financial Services Job Responsibilities: As a Tax Director in the Personal Financial Services practice within the department, the primary responsibilities include working as part of a team to solve complex business issues from strategy to execution. The...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths,...
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The following jobs are no longer active but were real openings previously posted by employers.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.
Client Advisor II The candidate will serve as 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. Will lead client team members and partners with other internal specialists to provide clients access to the full array of company capabilities and services, as required to meet their specific needs. Focus on sales to new and existing Hi... 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Note: This job is no longer active.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 The candidate will serve as 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. Will lead client team members and partners with other internal specialists to provide clients access to the full array of company capabilities and services, as required to meet their specific needs. Focus on sales to new and existing Hi... 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 Trust Officer The candidate will proactively identify and harvest opportunities to deepen relationships within current client base. Will meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice. Will... proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief... Fiduciary, etc.); Proactively identify... 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 - Private Bank... - Banker - Vice President or Executive Director The candidate will be responsible for identifying and developing client relationships within the high net worth or ultra high net worth market. As the brand ambassador, the candidate leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide inter... 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 - Private Bank... - Banker - Vice President or Executive Director The candidate will be accountable for identifying and developing client relationships within the high net worth or ultra high net worth market. Will lead new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary expertise for our most... 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 - Private Bank... - Banker - Vice President The candidate will be identifying and developing client relationships within the high net worth or ultra high net worth market; leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning; also leverages the specialists on team in order to provide interdisciplinary expertise for most complex clients; primarily responsible for generating new clie... 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 develops trust business in accordance with assigned production and referral goals by providing guidance on company’s products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives... (MEs), and clients. The Trust Specialist is a field-based position covering a specific territory of Merrill Lynch offices and reporting directly to a Division Trust Executive. Responsibilities include: Raise awarenes... 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
Financial Planner, Private Wealth Management The candidate will... be responsible for: providing financial planning consulting and support to the Wealth teams. Financial Planner develops... financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client meetings. Completes financial plans in accordance with production an... 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 The candidate will 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 . Trust capabilities and services, as required meet their specific needs. Reports to the Market Executive. Should have an in depth knowl... 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
Temporary Paralegal – Estate/Trust The candidate will be responsible for preparing documents to transfer assets: deeds, corporate documents,... promissory notes, etc. Drafting correspondence, probate pleadings, engagement agreements, etc. Processing department mail. Managing department calendar including scheduling all court appearances for direct supervising attorney. Managing department client files.... 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