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United States
Posted On Aug 24, 26
Full-time Experience : Min 8 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead... entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. ... - Lead multiple... engagements delivering proactive tax planning and strategic consulting,... including federal, est...

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Tax Senior Manager - Wealth... Services Duties: Will be responsible for developing and building a Wealth Services practice focused on estate and ownership transition planning for closely held businesses owners and high net worth individuals. Developing and sustaining excellent client relationships are priorities for this position. Will be responsible for: identifying, analyzing and defining solutions for a wide range of complex tax issues; providing tax analysis... and related con... 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Note: This job is no longer active.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 Staff Professional - Estate,... Gifts and Trusts Duties: Will be responsible researching tax matters, preparing tax returns... including supporting work papers, and carrying out other projects as assigned by the wealth service group.... 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Note: This job is no longer active.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 Staff - Estate, Gifts... and Trusts The candidate should have a Bachelor's degree. A . degree is preferred. Must meet educational requirements to sit for the CPA exam, as outlined by the Board of Accountancy in CA. Should be proficient with MS Office (Word, Excel, Access, Outlook).... 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

Tax Staff – Experienced The... candidate will provide responsibilities include: Prepare tax returns, including supporting work... papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits, etc. Research and consult on various tax projects. Respond to inquiries... from the IRS and other taxing authorities. Prepare extensions and quarterly estimates. Assist on special projects as assigned. Must have bachelor’s degree in accounting... 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

National Paralegal Duties: Administration and flow of legal matters, business contracts and legal documents that includes estate bequests. Acts as the point of contact for contracts and coordinates matters with outside counsel. Coordinates the proposal, implementation and on-going support function of the Charitable Gift Annuity program. Interfacing with... the Administrative Trustee and donors, ensuring state licensing compliance and donor profile maintenance. Responsibility... 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

Senior Tax Associate The candidate will... be preparing and reviewing tax returns for businesses (partnerships... including LLCs, c and s corporations) and individuals (personal, estate and trusts) clients including related research and planning. Reviewing bookkeeping and accounting necessary to support tax return preparation including accrual... to cash, tax only (M-1) entries, and... related supporting work papers. Preparing and reviewing tax projections for quarterly estimates.... Respo... 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 Associate The candidate will... be preparing tax returns for businesses (partnerships... including LLCs, c and s corporations) and individuals (personal, estate and trusts) clients including related research and planning. Providing bookkeeping and accounting necessary to support tax return preparation including accrual... to cash, tax only (M-1) entries, and... related supporting work papers. Preparing tax projections for quarterly estimates.... Responding to IRS and other regulatory a... 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 Officer Duties: Administering and performing all duties on various types of trusts and managing relationships with beneficiaries and other clients of the Wealth Management and Trust Department. Extensive client contact and requires in-depth knowledge of trust, tax, investment management and related... areas including fiduciary accounting, investment portfolio theory, personal finance, real estate, and estate planning. Will be expected to work independently as well as in... 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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