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United States
Posted On Aug 27, 26
Full-time Experience : 3-18 yrs required

probate estates and deceased grantor trusts, requiring advanced technical... knowledge in estate and trust administration. - Build and maintain... relationships with internal support partners such as Tax, Risk, Real Estate, and Private Business Group, as well as external partners like CPAs...

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Description Family Wealth Analyst-209836 Description The Family Wealth Analyst (FWA) works with the Family Wealth Advisors in the Washington DC office to coordinate and deliver advisory services to client families in the areas of estate planning, financial planning, risk management, retirement planning, philanthropy, family governance and education. As part of the client service team, duties include working closely with clients and their outside specialized profes... 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Note: This job is no longer active.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

Accountant IV The candidate will assist with managing the overall tax requirements for the CTS Tax team and to support tax research for the centralized tax function across the CTS product divisions. Will work closely with a number of different business managers at all levels to help address tax needs and developing better and more cost effective ways of meeting tax requirements. Assist with interpretation of tax rules for all tax onboarding, withholding, and reporting pu... 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Note: This job is no longer active.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

Accountant IV The candidate will assist with managing the overall tax requirements for the CTS Tax team and to support tax research for the centralized tax function across the CTS product divisions. Will work closely with a number of different business managers at all levels to help address tax needs and developing better and more cost effective ways of meeting tax requirements. Assist with interpretation of tax rules for all tax onboarding, withholding, and reporting pu... 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 Accountant 4 The candidate will work within Corporate Trust Services (CTS). Will assist... with managing the overall tax requirements for the CTS Tax team and to support tax research for the centralized tax function across the CTS product divisions. Will work closely with a number of different business managers at all levels to help address tax needs and developing better and more cost effective ways of meeting tax requirements. Given the various products and functions in 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

Accountant IV The candidate will assist with managing the overall tax requirements for the CTS Tax team and to support tax research for the centralized tax function across the CTS product divisions. Will work closely with a number of different business managers at all levels to help address tax needs and developing better and more cost effective ways of meeting tax requirements. Assist with interpretation of tax rules for all tax onboarding, withholding, and reporting pu... 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

Accountant IV The candidate will assist with managing the overall tax requirements for the CTS Tax team and to support tax research for the centralized tax function across the CTS product divisions. Will work closely with a number of different business managers at all levels to help address tax needs and developing better and more cost effective ways of meeting tax requirements. Assist with interpretation of tax rules for all tax onboarding, withholding, and reporting pu... 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 Estate Settlement Specialist The candidate will be responsible for the proactive delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Duties include:... review and implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, help make post-mortem elections, oversee the collection o... 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 Management Senior Estate Settlement Specialist (Lo) The candidate will be responsible for the proactive delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Duties include:... review and implementation of complex estate planning documents, identify problems and issues, offer solutions, manage beneficiary and COI expectations, work with internal partners, help make post-mortem elections, o... 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 Estate Settlement Specialist (Lo) - Wealth Management The candidate will be responsible for the proactive delivery and oversight of death settlement services related to the largest and most complex estates and deceased grantor trust accounts. Will review... and implementation of complex estate planning documents. Identify problems and issues, offer solutions. Manage beneficiary and COI expectations. Work with internal partners. Assist in making post-mortem elections. Ove... 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

Settlement Officer II, Estate The candidate will be managing larger, more complex, probate estates and deceased grantor trusts that require a... higher level of technical expertise and knowledge. Responsible for increasing estate revenue through developing and maintaining partnerships with Private Wealth Management business partners and another internal line of business referrals. Participating in sales calls as needed, offering Estate Settlement expertise. Coordinating communi... 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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