Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A position as a Senior Manager within the Personal Financial Service practice at the company involves working as part of a team of problem solvers to address complex business issues...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Services practice at the company involves assisting private companies with various business advisory needs such as audit, tax compliance, and planning to enhance operational efficiency and...
The following jobs are no longer active but were real openings previously posted by employers.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 Planning Strategist Duties: Plays... a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients... and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects, and also as... 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Note: This job is no longer active.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
Trusts and Estates / Transactional Associate Attorney The candidate handles a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health... 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Note: This job is no longer active.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
estates, trusts, tax and wealth planning experience. The candidate... trusts, tax, business and wealth planning and related transactions.... other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including... 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
Administrative Assistant Responsibilities: Preparing documents for client meetings. Assisting attorney during client meetings. Contact with courts, filing court documents. Contacting financial institutions and clients regarding transferring assets to trust. Drafting correspondence to financial institutions and clients. Conducting meetings with clients. Answering phones, taking messages. Scheduling appointments over the phone and email* Setting up and maintaining 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
Administrative Assistant Responsibilities: Preparing documents for client meetings. Assisting attorney during client meetings. Contact with courts, filing court documents. Contacting financial institutions and clients regarding transferring assets to trust. Drafting correspondence to financial institutions and clients. Conducting meetings with clients. Answering phones, taking messages. Scheduling appointments over the phone and email. Setting up and maintaining 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
Senior Wealth Strategist The candidate will... consult with high net worth clients regarding their wealth management needs with particular... attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning,... charitable planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions 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
Trusts / Estates Attorney The candidate will handle a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Will provide extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of Attor... 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
Trusts and Estates Associate Attorney The candidate will be involved in all aspects of client engagement, including extensive client interaction, so must have outstanding verbal and written communication skills and a professional demeanor. Handles a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts 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
Trusts and Estates Associate Attorney The candidate: Handles a variety of legal matters in the areas of estate planning, trusts, tax, business and wealth planning and related transactions.... Provides extensive drafting, research, and other legal support to attorneys in the Estates, Trusts and Wealth Management Practice Group. Drafts... simple and complex estate planning documents including Revocable and Irrevocable Trusts, Wills, Durable Powers of Attorney, Health Care Powers of... 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
Trusts and Estates Attorney The candidate will be managing a variety of estate planning, probate and trust administration matters. Must be well-educated associate attorney with 7-12 years’ experience for estate planning, wealth transfer tax, trust administration,... and probate practice. Experience in practice area necessary. Excellent writing skills required.... 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