Title: Tax Director - Personal Financial Services Job Responsibilities: As a Tax Director in the Personal Financial Services practice at the company, you will be part of a team that provides business advisory services to private companies. The role involves helping these...
providing a range of advisory services to high net worth individuals and private wealth management structures. This role... involves helping clients with audit, tax compliance, and planning to enhance operational efficiency and focus on personal wealth strategy. Key responsibilities include: -......
Title: Tax Manager, International Tax Services Job Responsibilities: The Tax Manager, International Tax Services is tasked with advising multinational clients across various industries about the tax implications of their business objectives. The manager recommends alternative courses of action and identifies different methods...
The following jobs are no longer active but were real openings previously posted by employers.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 Tax Manager ... Duties: Proactively manage the tax planning process with the client and advisory team to optimize the wealth management goals of the... client / family. Manage and review tax returns for individual or trust tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits. Involvement in estate planning and wealth transfer projects. Research and... consult on various tax matters... 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Note: This job is no longer active.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... serve as a technical resource and subject matter expert in comprehensive wealth planning matters. Provides support,... clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer 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 Wealth Planning Analyst Duties: Partners... with Wealth Strategists, WMAs, and other... specialists to deliver the firm's discovery experience to prospects and clients with a general focus on clients with greater than $10 million investable asset segment. Focus in this process is documenting an effective level of understanding of the family’s current financial situation across all disciplines and collaboratively developing a Wealth Strategy analysis. Remains engaged... with th... 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 Attorney - Grand Rapids and Holland, MI Law firm Smith Haughey Rice and Roegge is seeking an experienced Estate Planning Attorney to join their West Michigan-based Private Client Services practice group. The ideal candidate will have five to seven years of experience providing sophisticated legal advice, plan design, and document drafting in areas including basic estate planning, tax and wealth transfer planning, business succession... planning, trust and est... 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
Advisor The candidate will support firm in effectively fulfilling its duties as fiduciary. Will frequently be the first line of communication with the client, and is an integral part of a client service team. Responsible for supporting the Trust Officer on their mutual clients including preparation of any and all forms and completion of all applicable regular activities. Prepare, collect and track required forms. Assemble and retain Trust account records and checklists... 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
Paralegal The candidate's duties will include: meeting with clients; preparation of forms; pleadings and accounts; filing documentation; file management; communicating with beneficiaries; and analyzing assets, transferring assets. Should ideally have 3 years of experience. Must have excellent communication and organizational skills as well as a strong work ethic.... 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
Advisor Duties: Support Trust in effectively fulfilling its duties as fiduciary. Shares responsibility for the quality of daily work and will have an in depth knowledge of trust agreements, regulatory guidelines, industry practices and accounting principles. Frequently be the first line of communication with the client, and is an integral part of a client service team. Supporting the Trust Officer on their mutual clients including preparation of any and all forms 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
Trust Funding Paralegal Responsibilities: Preparing for and conducting pre-funding meetings with clients. Maintaining data from various financial institutions and advisors to better assist our clients with the funding of their trust. Answering phone calls from clients or financial professionals for many reasons – explaining our processes, answering questions about the trust, answering questions about the request for transfer that we submitted, etc.... Reviewing LLC 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
client seeks a senior wealth strategist with 10+ years... serves as the primary Wealth Planning expert and resources... for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth) involving complex financial issues 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
sophisticated legal advice, plan design, and document drafting in areas including basic estate planning, tax and wealth transfer planning, business succession... planning, trust and estate administration, and be conversant in general business and real property matters. Portable books of busines... 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