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United States
Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

This role requires substantial knowledge in taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth... retention strategies, as well as charitable entities managed by ultra-high... net worth clients. The primary responsibilities include: - Providing tax compl...

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The following jobs are no longer active but were real openings previously posted by employers.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.

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Wealth Management Senior Fiduciary Administrator III The candidate will administer charitable remainder trusts, charitable lead... trusts, perpetually charitable trusts classified as private... foundation and supporting organizations, and charitable investment accounts in a... centralized trust center environment. Provides fiduciary... oversight and handles moderate complex issues regarding governing document interpretation, fiduciary risk and the client account in order to create, expa... 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Note: This job is no longer active.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 Attorney General III The candidate work in the Financial Litigation and Charitable Trusts Divisionis Financial Litigation... group, which handles the State is breach of contract actions and related matters. We seek smart, creative, and ambitious lawyers who canianalyze interesting questions of law and manage cases from start to finish. This includes pre-litigation advice and investigation, hearings, discovery, negotiations, trials, and appeals, asiwell as drafting 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

Experience in working with or for a donor-advised fund, private foundation, or community foundation. Ability to quickly learn and advise regarding new areas of the law. Ability to communicate with a broad range of people within the organization and outside the organization. Staff Attorney - Schwab Charitable: - Requisition ID: 2024-97590... - Category: Legal & Compliance - Position type: Regular - Salary: USD $101,000 - $205,700 / Year - Location: Westlake, TX (hyb... 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

Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... 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

Management TC Fiduciary Relations Specialist II The candidate will be responsible for managing, retaining and growing an assigned book of accounts in the affluent segment utilizing the products, processes and tools available. Engages the client in wealth planning conversations in collaboration with business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions using the 12 Wealth Management Issue... 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

Private Account Administrator II The candidate will be responsible for overseeing a portfolio of highly complex trust accounts and ensuring that... each account operates effectively. Responsibilities will include ensuring that private trust account activities are carried... out in the best interest of current and future beneficiaries (account types include but are not limited to private trust, real estate, oil and... gas, charitable, and insurance trusts); working... alongside Frost Ass... 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

Private Account Administrator II Duties: Will be responsible for overseeing a portfolio of highly complex trust accounts and ensuring that... each account operates effectively. Responsibilities will include ensuring that private trust account activities are carried... out in the best interest of current and future beneficiaries (account types include private trust, real estate, oil and... gas, charitable, and insurance trusts); working... alongside company's Asset Managers and other sta... 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

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

Assistant General Counsel - Private Equity (Real Estate and Private Equity) The candidate will structure and negotiate private equity and real estate investment opportunities (including commingled funds, co-investments, and separately managed accounts) for global client base of high-net worth individuals, trusts, personal investment companies, family offices and charitable foundations. Will negotiate distribution... agreements, engagement letters, side letters and confidentiali... 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

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

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