Title: Medicaid Planning Attorney Job Responsibilities: - Assess Medicaid eligibility and guide clients through spend-down strategies. - Develop asset protection plans including transfers, trusts, annuities, and exempt resource planning. - Draft Medicaid planning documents such as caregiver agreements and personal services contracts. - Prepare and...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Services practice within the company's Private department offers the chance to assist private companies with various business advisory needs, including audit, tax compliance, and...
ancillary documents, and managing client communications. - Engage in the coordination and communication with financial planners, Certified Public Accountants, and other external parties for the effective transfer of assets, applicable both... during a client's lifetime and posthumously. - Communicate directly with cli...
The following jobs are no longer active but were real openings previously posted by employers.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.
Tax, Benefits & Wealth Planning Paralegal The candidate... will perform high-quality billable work and record time in accordance with client/firm policy. Assemble estate planning documents and extensive case management of estate and trust administration. Meet and correspond with clients, beneficiaries, banking institutions, insurance companies, appraisers, and court personnel. Draft probate pleadings and other necessary legal documents for estate administration. Assist in verif... 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Note: This job is no longer active.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 & Estate Settlement Officer The candidate will manage a caseload of trust and estate administration matters in a team environment. Administer immediate and long-term trust & estate strategies. Provide trust and estate planning solutions and wealth transfer strategies to clients... and prospects in partnership with firm associates and departments. Secure and manage real and personal property assets of estates and/or trusts. Review and interpret estate and trust documents (... 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
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
Planning and Probate Paralegal The candidate's duties include: Preparing and filing probate documents in the administration of an estate (petitions, motions, inventories, accountings, and notices); Secure documents related to the client’s estate; Assist in determining and valuing the assets in the estate; Prepare documents and assist with creating and transferring assets into trusts to ease the probate process; Filing life insurance claims and other death benefits; Cl... 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
and Estate Specialist III The candidate will be coordinating with others within the Trust Company, operations, attorneys and CPA's to ensure client service standards are met. Will be reviewing, understanding and interpreting the language of trust documents and wills to manage accounts and limit regulatory and legal risk. Understanding the needs of beneficiaries and the ability to discuss complex tax and estate planning concepts in relation to those needs. Daily managem... 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 Manager International Tax Planning and Transfer Pricing Duties: Lead... the international income tax planning, transfer pricing and audit defense... functions and will be primarily responsible for the independent identification and implementation of strategic international effective tax rate and cash flow savings opportunities. Responsible for leading the international compliance function and providing support to the tax provision team on the income tax provision. This 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
Financial Planner - The Private Client Reserve Duties: 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,... 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 Private Client Reserve Duties: 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,... 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
Attorney - Estate Planning The candidate will draft estate planning documents, including organizational documents for limited liability companies and limited partnerships. Will assist clients in drafting wills, trusts and other appropriate documents. Advise clients on state, gift and income tax matters Administration of numerous high dollar estates. Preparation of Federal Estate Tax and Kentucky Inheritance Tax Returns. Handle transfer and disposition of assets,... including re... 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