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...
and administration. - Handle fiduciary tax and accounting matters. - Prepare gift and estate tax returns. - Manage estate controversies and audits. - Address complex valuation issues. - Provide estate and wealth planning for high net... worth individuals and families. - Advise on income tax, tra...
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The following jobs are no longer active but were real openings previously posted by employers.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.
AVP, Internal Trust Specialist Duties: 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 fiducary investment... 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Note: This job is no longer active.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 be 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 candidate to understand complex estate planning transactions in order to effectively communicate the requiremen... 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: Will work 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 company's Financial Advisors. Will be 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 administrat... 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
Assistant Vice President, 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... 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
Fiduciary Officer I The candidate will be responsible for working with Regional Fiduciary Officer to whom candidate will report in providing advice, guidance and training to account officers in the field as well as centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts. Responsible for assisting Regional Fiduciary Officer with certain new trust business acceptance as well as in pro... 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 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 ru... 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
Fiduciary Officer Duties: Primary responsibility for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of accounts within company's risk profile. Assist account officers with exercise of fiduciary discretion and review of new business opportunities. Responsible for providing early intervention on fiduciary problems 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
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.... 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