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United States
Posted On Aug 24, 26
Full-time 1 views Experience : 5-5 yrs required
Job Tags:
Affirmative Action family
Job Tags:
Affirmative Action family

Tax Manager - Private Wealth Job Responsibilities: - Be a trusted... advisory services to private wealth clients, including ultra-high-net-worth families,... closely held businesses, and trust and estate work. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review...

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The following jobs are no longer active but were real openings previously posted by employers.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

  • ✅ LawCrossing has monitored employer hiring for 25+ years
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Specialist The candidate reports to the Vice President and Chief Fiduciary Officer. The position has both a trust administration and legal component, and acts as a support for both new and existing trust business. Review trust documents for prospects interested in naming company as trustee. Ensure compliance with company policies and procedures. Assist trust administration with technical fiduciary issues and the administration of special assets held in trust. Condu... 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Note: This job is no longer active.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

Charitable Planning Consultant Duties: Building awareness and positioning FC products to financial, legal, and tax planning intermediaries. Representing, building awareness, and positioning products within the Fidelity distribution channels, especially Fidelity branches. Introducing FC to new lines of philanthropy, including Private Equity, Corporate and others. Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues. E... 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 The candidate will be responsible for performing or overseeing all the details of trust account management and administration. Will be... ensures that the client’s portfolio is invested in the appropriate investment strategy. Responsible for monitoring account activity to ensure compliance with a trust document, as well as internal procedures; investigating and recommending action on discretionary decisions; and providing estate and tax expertise as necessary. M... 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

Regional Fiduciary Officer is responsible for providing fiduciary guidance and expertise to 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

Private Banking Associate The candidate will provide to support to our Private Banking Division and will focus on financial reporting and client correspondence, as well as administer new client account set up and maintenance. Will work with specialized clients to facilitate client meetings, schedule reviews and process distributions. Will work with other business partners to increase referrals to the overall Wealth Management division.... 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 Associate The candidate... will focus on financial reporting and client correspondence, and administer new client account set up and maintenance. Will also serve as a database expert with the Trust Administration system. Take on more complex duties in Estate Management and Trust Administration to... include working closely with specialized clients in various ways such as, facilitating client meetings, scheduling reviews and processing distributions. Work closely... 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 The candidate will provide guidance and advice with accurate interpretation and implementation of trusts and wills to trust team on issue spotting, discretionary distributions, account funding and terminations; Work with Trust team and tax department to determine income, gift, estate and GST tax implications for the trust and beneficiaries; Drafting and communicating estate planning documents (wills, trusts etc); including accurate interpretation and implem... 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 Trust Portfolio Manager II Responsibilities: Will provide portfolio management services to high net... worth and institutional clients which includes client profiling, asset allocation, portfolio construction/monitoring and client communication. Develop and recommend strategies to achieve the investment goals of clients. Responsible for the completion of investment policy statement and determining the appropriate investment solutions based upon client's profile and const... 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

Charitable Planning Consultant Duties: Building awareness and positioning FC products to financial, legal, and tax planning intermediaries. Representing, building awareness, and positioning products within the Fidelity distribution channels, especially Fidelity branches. Introducing FC to new lines of philanthropy, including Private Equity, Corporate and others. Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues. E... 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

Financial Services Senior - Financial Services Risk Management - Regulatory Compliance -... Traded Products and Wealth Management The candidate will... establish... relationships with client personnel at appropriate levels. Will consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Stay abreast of current business and industry trends relevant to the client's business. Demonstrate... 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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