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United States
Posted On Sep 08, 26
Full-time 1 views Experience : 4-6 yrs required

- Private Tax - Wealth Tax Advisory - Manager Job... a Manager in the Wealth Tax Advisory Practice, you... and owners of private wealth. Your key responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex...

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required

entities on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring techni...

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The following jobs are no longer active but were real openings previously posted by employers.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

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Title: Senior Wealth Planner Job... 5116941 Schedule Type: Reg-Time Work Hours: 40 Location: Denver,CO Qualifications: Serves as Sr Wealth Planner to the team\s... most complex, visible and top revenue generating clients. Prepares analysis and work product on cases generally above $10mm in net worth. Responsible for developing and delivering comprehensive, integrated and multigenerational plans. Delivers the wealth plan in... 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Note: This job is no longer active.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

Legal Counsel - Estate Planning and Trust Administration The candidate will provide legal support to all personal trust activities of the Trust Company with respect to applicable laws and regulatory guidance. Will support the review, transfer, and on-boarding process for... trust relationships and provide advice on legal issues that arise in the course of trust investment and administration. Interface with Senior Officers of the Trust Company including the President and Chief I... 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

Legal Counsel - Estate Planning and Trust Administration The candidate will be responsible for the legal support of all personal trust activities. The Attorney will provide advice with respect to all legal and regulatory requirements applicable to the Trust Company. Will also support the review, transfer, and on-boarding process for... trust relationships and provide advice on legal issues that arise in the course of trust investment and administration. Provide counsel to and h... 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 Strategist The candidate will be responsible for reviewing complex asset contributions for acceptance by firm's Charitable, working directly with donors, the advisors, and corporate and business lawyers to facilitate charitable transfers of these assets. Will understands and articulates charitable planning issues effectively, using a consultative approach to provide agnostic guidance on charitable giving strategies to support comprehensive wealth management soluti... 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

Strategist The candidate's responsibilities: Complex Asset Acceptance Respond to inquiries related to the mechanics and potential tax implication of the contribution of illiquid assets. Independently review transactions related to private companies, restricted stock, and pass-through entities to determine suitability for charitable contribution and best route for acceptance. Perform all aspects of illiquid asset due diligence, including document review and thoroug... 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 Managing Director The candidate will manage the process, people and business partners involved in complex gift acceptance. Establish policies, process, procedures, service standards and system support requirements for the complex asset acceptance process. Monitor and report on process compliance and effectiveness. Participate in assets acceptance process directly, handling inquiries, due diligence review and facilitation of transfer, acceptance and liquidation 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

Estate Planning Strategist The candidate will help Personal Capital’s most valuable clients navigate their estate planning considerations on a team that will support and inspire you to deliver financial guidance that is truly comprehensive. Should have the opportunity to be an influential member of this team that creates a large impact on the organization and the clients we serve. Review current and prospective client estate plans and consults directly with Personal 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

Trust and Estate Wealth Transition Senior Manager The... candidate will be responsible for serving clients within the individual tax area on individual and transfer tax topics. Works with... staff to ensure individual, estate, fiduciary, and gift tax returns are completed correctly by required deadlines. Works with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared. Look at the tax situation of the individual and their est... 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 and Estate Wealth Transition Manager The candidate... will act as a firmwide resource to serve high net worth clients on individual and transfer tax topics, and assist... them with the transition of wealth from one generation to... the next. Will work with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Work with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared.... 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 and Estate Wealth Transition Senior Manager The... candidate will be responsible for serving clients within the individual tax area on individual and transfer tax topics. Works with... staff to ensure individual, estate, fiduciary, and gift tax returns are completed correctly by required deadlines. Works with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared. Look at the tax situation of the individual and their est... 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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