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United States
Posted On Sep 01, 26
Contract, Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Attorney Job Responsibilities: - Collaborate with tax and wealth management teams... to provide estate planning services to clients. - Engage with clients directly, either virtually or in-person, to assess and confirm their estate planning needs. - Produce estate planning documents, including revocable living trusts,...

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Posted On Sep 07, 26
Full-time 6 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client is... responsible for delivering sophisticated tax compliance, consulting, and planning... taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies......

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: The... ISP Senior Tax Manager at Company is... responsible for delivering boutique tax and advisory services to... (UHNW) individuals on complex tax matters such as income... tax planning, estate and gift planning, charitable giving, and......

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Archived Job Listings: Real Employers, Hidden Opportunities

The following jobs are no longer active but were real openings previously posted by employers.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

  • ✅ LawCrossing has monitored employer hiring for 25+ years
  • ✅ Archived jobs include the original post date for transparency
  • ✅ Over 50% of LawCrossing job seekers find success this way

Senior Manager Tax - Estates, Gifts, Trusts... The candidate will act as a key business advisor to high net worth clients and their respective business interests. Lead the team in a variety of areas including technical expertise, staff development, client services and business development activities. Consult with high net worth clients on income tax, estate, trusts, and inheritance... tax planning and compliance. Conduct... research using Thomson Reuters Checkpoint, BN and CCH tax re... 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 Client Services Executive The candidate’s responsibilities include: Client relationship management including direct responsibility for specific clients and engagements. Supervise staff and deliverables. Service includes consulting engagements, tax compliance and tax outsourcing.... Development of new business with existing clients or clients new to the firm resulting in an expanding private client services practice in support of the firm’s North American expansion s... 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 Development Consultant - The incumbent will serve as a wholesaler for trust product group by designing and executing product sales and development programs with Financial Advisors in assigned territory; conduct product sales/development promotions and training meetings for Financial Advisors as well as other team members; meet with High Net Worth clients to provide education on different trust vehicles; demonstrate/identify how they can be implemented into the... 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

Attorney The candidate will be part of a team of Attorneys (Estate and Tax), CPAs, and Financial Professionals... working together to change the lives of our clients through in-depth planning encompassing tax, legal, and financial planning.... Will be assisting in tax planning for clients. Must... be Bar Licensed. Should have 1+ years of experience. Excellent communication skills is needed.... 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 Tax Manager - Trust and... Estates The candidate will provide high level personal financial, income tax and estate/trust planning services.... Review trust, estate and foundation tax returns. Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage and... drive the success of multiple engagements. Manage all aspects of client accounts and foster client relationships. Manage within budgetary and time constraints while providing... 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

Director The candidate will provide financial services to high net worth individuals and families, including financial planning, investment strategy and implementation. Manage existing client relationships, participate in new business development activities and help formulate and implement investment and financial planning advice. Lead client engagements and delivers effective and appropriate advice. Serve as lead relationship manager to clients or as back-up relati... 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 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 planning. Reviews complex client illustrations and planning techniques related to estate planning. Perfo... 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

Tax Manager - Trust and... Estates The candidate will provide high level personal financial, income tax and estate/trust planning services.... Will review trust, estate and foundation tax returns. Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage all... aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performanc... 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

Tax - Senior Manager -... level personal financial, income tax and estate/trust planning services.... Will review trust, estate and foundation tax returns. Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage and... drive the success of multiple engagements. Manage all aspects of client accounts and foster client relationships. Manage within budgetary and time constraints while 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

Tax - Manager - Trust... and Estates Responsibilities: Provide high level personal financial, income tax and estate/trust planning services.... Review trust, estate and foundation tax returns. Research tax laws,... prepare tax memorandums on technical topics,... and develop tax savings strategies. Manage all... aspects of client accounts and foster client relationships. Expand services to existing clients and develop new business relationships. Provide appropriate and timely performance fe... 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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