Job Title: Wealth Advisor III Job Responsibilities: - Serve... as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice within the department, the role involves working as part of a team to address complex business issues from strategy to execution....
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...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
The following jobs are no longer active but were real openings previously posted by employers.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.
Wealth Management Senior Fiduciary Advice... Specialist Candidate will be primary contact for coordination for Investment and Fiduciary Services. Serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs... in collaboration with clients, partners and Centers of Influence. Grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset...... 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Note: This job is no longer active.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 Wealth Planner Duties: Serves... as Senior Wealth Planner to the team's... most complex, visible and top revenue generating clients. Prepares analysis and work product on cases generally above $10mm in net worth. Responsible for developing and delivering comprehensive, integrated and multigenerational plans. Delivers the wealth plan in partnership with... the relationship manager/team. Focuses on cash flow analysis, insurance analysis, education funding analysis, executive c... 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 Wealth Planner I The candidate... serves as senior Wealth Planner on more complex... clients defined as clients or prospects with $5MM or more in investable assets. Partners with the Wealth Planning Strategist and Regional... Wealth Planning Managers to identify... and participate with in-scope client activities that may lead to the sale of planning engagements. Serves as the project lead on planning engagements, including project oversight, plan preparation, review and delivery.... 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 Wealth Planning Strategist The candidate... will be building enduring client relationships through sound, thoughtful, and objective advice Developing individualized plans for clients to help meet their financial objectives, Helping clients build, manage, preserve, and transition their financial resources and wealth, Partners with relationship managers... and/or advisors during the consultative process with largest and most complex clients and prospects, and also assists wit... 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 Wealth Planning Strategist The candidate... will process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. Building enduring client relationships through sound, thoughtful, and objective advice, Developing individualized plans for clients to help meet their financial objectives,. He... 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 Regional Tax Manager The candidate will be responsible for managing team members who are engaged in post-mortem planning, resolving issues related to estate, gift, generation-skipping transfer and inheritance tax, and... tax return preparation of IRS Forms 706, 709, 1041 and state equivalents. Will do supervision of the post-mortem planning, tax return preparation, and distribution schedule process. May be required to also prepare tax returns and/or distribution sched... 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 Regional Fiduciary Manager The candidate leads, manages and mentors a group of post-mortem consultants, tax administrators and associates to ensure timely and accurate preparation of all transfer tax returns, fiduciary income... tax returns and post-mortem plans related to death settlement accounts administered by the company. Takes an active role in the most complicated and high profile accounts, discussing tax planning options with internal and external partners, actin... 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
Business Transition Strategist Duties: Supports the entire Southwest region (not tied to a specific office) and is responsible for deepening and broadening relationships with existing business owner clients, as well as developing/bringing new business owner client relationships (generally with $3M+ EBITDA) into Wealth Management. Works alongside relationship... teams to assess goals, objectives, and current situation of business owner clients and prospects through a discovery p... 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 Estate Tax Regional Fiduciary Manager The candidate leads, manages and mentors a group of Post-Mortem Consultants, Tax Administrators and Associates to ensure timely and accurate preparation of all transfer tax returns, fiduciary income... tax returns and post-mortem plans related to death settlement accounts administered by company. Also takes an active role in the most complicated and high profile accounts, discussing tax planning options with internal and external par... 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
Sr Regional Fiduciary Manager - 5180453 Department: WFB- Wealth Mgmt/WIM-Wealth Job Family:... Relationship Mgmt Location: Multiple Posted Date: 01/14/2016 03/14/2016 Job Details Add to My Favorite Jobs Favorite Job Job Title Sr Regional Fiduciary Manager Job ID 5180453 Location Illinois;Missouri;North Carolina;Texas;Winston-Salem;Austin-Round Rock;MO-Saint Louis;TX-Austin;St. Louis;NC-Winston Salem Full/Part Time Regular Regular/Te... 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