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United States
Posted On Aug 24, 26
Full-time 3 views Experience : 15-20 yrs required

Job Title: Private Wealth Tax Principal Job Responsibilities: - Lead compliance... partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, gift,...

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The following jobs are no longer active but were real openings previously posted by employers.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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Tax Senior Manager - Estate,... Gifts, and Trusts The candidate will be responsible for researching tax matters, reviewing tax returns... and supporting work papers, managing other tax projects and maintaining proactive... client relationships. A Bachelor’s degree required; Master’s degree in Taxation preferred. 7 years of tax, legal or other related... professional experience required. CPA or . preferred. Should have proficiency in Trust, Estate, Gift and individual tax planning...... 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Note: This job is no longer active.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 Senior Fiduciary Advanced Specialist (lo) Duties: Grows and retains wealth management relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients w/ highly complex wealth management needs in collaboration w/ Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Weal... 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Note: This job is no longer active.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 Senior Fiduciary Advisory Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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 Senior Fiduciary Advisory Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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 Senior Fiduciary Advisory Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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 Senior Fiduciary Advisory Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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 Senior Fiduciary Advisory Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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 Senior Fiduciary Advisory Specialist The candidate grows and retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management), and business development skills. Delivers advisory based services to clients with highly complex WM needs in collaboration with Wealth Advisors (WA), Investment Strategists, Trust and Fiduciary Specialists, Wealth Planning Strategists,... 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 Manager The candidate will work directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs.... Will serve as the primary point of contact for wealth management clients. Assist in the creation, delivery, execution and management of complex financial plans. Increase market share in their local market. Should have CFP certificate. Series 65 (or equivalent) is required. Should also have a Bachelo... 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 - Estate,... Gifts & Trusts Responsibilities: Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. Effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard. Determine appropriate tax objectives, scope and methodology... and actively participate in decision making with client’s management to understand... 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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