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United States
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

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client is responsible for delivering sophisticated tax compliance, consulting, and planning services to a clientele that includes individuals, multi-generational families, fiduciaries, and other entities. The role requires...

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The following jobs are no longer active but were real openings previously posted by employers.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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Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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Note: This job is no longer active.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

Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market officers to meet with clients, coordinate asset analysis prior to acceptance (due diligence), and propose a plan of administration reflected in memoranda for acceptan... 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

Administrative Officer Duties: Responsible for coordinating and managing trust processes, administering ILIT trusts/advisory relationships, as well as coordinating trust tax returns, audit and reporting functions, risk and compliance functions and managing Fiduciary Administrators. Managing Trust Acceptance Process. Managing Trust Termination Process. Maintaining ILIT accounts. Coordinating Fiduciary Tax. Returns/Estimated Tax Payments. Managing Audit Functions. Ma... 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

Family Office Services and Trust Company Duties: Effectively manages the FOS Technical Team associates Serves as a technical resource for the firm Oversees, reviews, develops and maintains FOS technical materials and educational pieces Serves as a technical resource to the directors in preparing for client meetings and on occasion attend meetings Manages Account Acceptance Process Conducts risk management reviews as necessary Oversees account maintenance Oversees... 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: Prepares comprehensive estate and financial planning analysis and prepares key client deliverables. Estate Illustration: Prepares estate planning illustrations and comprehensive financial plans. Prepares models and impact analysis of estate planning techniques and financial events. Develops and maintains templates for estate illustrations. Delivers plans in client meetings where appropriate. Estate Flowcharts: Develops and maintains templates... 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

Manager/Senior Manager Estates, Gifts and Trusts. The candidate will act as a key business advisor to high net worth clients and their respective business interests. Will lead the firm’s 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 Check... 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

Regulatory Manager Investment/Fiduciary Services Responsibilities: Responsible for leading a team of investment and fiduciary professionals and the performance of the Fiduciary and Investment Wealth Management line of business within a region(s) supporting a primary HUB or multiple smaller HUB locations. Key management responsibilities include: business growth, sales management, client retention, economic stewardship, risk management, team member development and recruitme... 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

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

Manager Tax - Estates, Gifts, Trusts The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by un... 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

Fiduciary Officer The candidate will be understanding of moderate to complex trust instruments. Will be determining suitability of discretionary distribution. Ensuring trusts are administered according to terms of document. Understanding and execution of appropriate tax elections. Consulting/educating internal teams, grantors and beneficiaries on issues unique to each trust under administration. Ensuring ongoing accuracy of key client information, including, age attai... 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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