Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths, and address development...
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...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...
Associate - Winter 2026 Kansas City, MO, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
The following jobs are no longer active but were real openings previously posted by employers.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.
Estate Planning Strategist Duties: Be part of the estate planning team within the Life Event Services department. Provides subject matter expertise and sales support to financial advisors on a broad range of estate planning and tax issues, including both simple and advanced wealth transfer strategies; estate tax;... income taxation of individuals, trusts, and estates; gifts; trusts; charitable planning; implications of account titling and beneficiary designations; business su... 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Note: This job is no longer active.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
Open & closing dates 02/09/2018 to 02/19/2018 Salary $33,605 to $66,194 per year Pay scale & grade GS 5 - 9 Work schedule Full-Time Appointment type Permanent Location 1 vacancy in the following location: Lees Summit, MO 1 vacancy Relocation expenses reimbursed No This job is open to Federal employees Current or former competitive service employees, including: Merit promotion Career Transition (CTAP, ICTAP, RPL) Transfer Veterans Share Announcement n...... 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 The candidate provides Private Client Reserve clients with the opportunity to obtain objective, comprehensive and needs-based advice for building and preserving wealth and transferring to future... generations. Provides the following comprehensive planning services to affluent clients: asset allocation, wealth management, retirement planning, education... funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and... 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 Planning Paralegal The candidate... will be preparing and filing probate documents in the administration of an estate (petitions, motions, letters testamentary, inventories, accountings, and notices) Filing life insurance claims and other death benefits. Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings, Administering estate assets and assisting with the liquidation and transfer of property. Preparing and... filing the deced... 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 Planning Paralegal The candidate... will be preparing and filing probate documents in the administration of an estate (petitions, motions, letters testamentary, inventories, accountings, and notices). Filing life insurance claims and other death benefits. Contacting beneficiaries and next of kin regarding admission of the will and other probate hearings. Administering estate assets and assisting with the liquidation and transfer of property. Preparing and... filing the dece... 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 Strategist Duties: Be part of the estate planning team within the Life Event Services department. Provides subject matter expertise and sales support to financial advisors on a broad range of estate planning and tax issues, including both simple and advanced wealth transfer strategies; estate tax;... income taxation of individuals, trusts, and estates; gifts; trusts; charitable planning; implications of account titling and beneficiary designations; business su... 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
Private Client Advisor II Responsibilities: Will report to the Market Executive. Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes... in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead acco... 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 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. Will report to the Market Executive or City Executive. Act as trusted financial advisor to, and advocate for, clients and prospects. Provide integrated recommendations that encompass multiple products and services as needed. Develop in-dept... 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 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. Will report to the Market Executive or City Executive. Act as trusted financial advisor to, and advocate for, clients and prospects. Provide integrated recommendations that encompass multiple products and services as needed. Develop in-dept... 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 Officer The candidate will partner with Private Client Advisors in closing new business and provide high level advisory consultation to clients. Will partner with PCAs to drive business development / close new Trust business in prospecting activities. Identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trus... 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