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United States
Posted On Sep 01, 26
Contract, Full-time 1 views
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

Title: Estate and Document 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,...

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...

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The following jobs are no longer active but were real openings previously posted by employers.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

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Trust Officer Duties: Serve as relationship manager and fiduciary advisor for clients with more than $1M in investable assets and support a book of accounts having an asset base of $200M+. On behalf of 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Note: This job is no longer active.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

Administrator II The candidate will reports to Personal Trust Manager. Under the direction of the Personal Trust Manager will administer a wide range of trust accounts, court supervised trusts, estates, guardianships, investment management accounts, and custody accounts in accordance with the terms of the trust instruments and fiduciary law; manage client relationships by being client focused, professional, accurate, productive and timely; maximize the profitability of... 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 Advisor III - Private Client Services Duties: Be responsible for the administration of the most complex estates. Will communicate with clients to understand their needs and use that information to provide superior customer service. Handles a revenue producing book of business - accounts typically complex. Provides important pipeline for PCS referrals as well as estate and testamentary trust business. Provides legal document support to less experienced emp... 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

Seeking an Attorney. Must be admitted in Indiana and have excellent interpersonal, analytical and organizational skills. Probate, bankruptcy, real estate law... and litigation experience preferred.... 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

Seeking an attorney with excellent interpersonal, analytical and organizational skills to practice in the areas of Litigation, Bankruptcy and Probate Law. Must be admitted... to the Indiana Bar. Probate, bankruptcy, real estate law... and litigation experience preferred.... 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

**Members Only.** PLANS seek an attorney admitted in Indiana with excellent interpersonal, analytical and organizational skills to work in a high volume, client-centered office in MARION. Probate law.... 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

Seeking an Attorney with experience in probate, bankruptcy and real estate... law. Litigation experience preferred. Must be admitted in Indiana. Expiry Date: 09-17-2004.... 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. Seeking an attorney admitted in Indiana with excellent interpersonal, analytical and organizational skills to work in a high volume, client-centered office in KOKOMO. Probate, bankruptcy, real estate law... and litigation experience preferred.... 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

to work independently and as part of a team Advanced knowledge of PC applications (Word, Excel, PowerPoint, etc.) Estates Hotline Specialist The Estates Hotline Specialist is an integral part of Schwab's Estate Services team, providing high-touch service to our clients and to the advisors that serve them. By delivering expert Estate guidance and creating an outstanding, expert experience to clients, the Estates Hotline Specialist helps to build and maintain... 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

Temporary Attorney - Estate Planning The candidate should preferably have expertise in areas such as debtors' rights and consumer financial matters. License to Practice Law is required.... 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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