Tax Private Client Services Jobs in Rochester

Tax Services Senior Manager -... Business Tax Services - National Tax... - Private Client Services... / Family Enterprise Business Services The candidate will be... assisting client to develop, execute and... monitor the success of internal and external business growth strategies including business performance management assessments, KPI alignment, business life cycle maturity assessment, strategic positioning, and leadership effectiveness. Will be preparing complex financial models and an... 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Note: This job is no longer active.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

. Morgan is looking to hire a Trust Officer VP for their Wealth Management Solutions, Trust & Estates practice in Rochester, NY. This full-time position offers a base pay/salary of $95,,. The Trust Officer is responsible for overseeing the administration of trust accounts and establishing relationships with beneficiaries and advisors. They must have a comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation... 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Note: This job is no longer active.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 - Private Client Trust Duties: Be... responsible for the development and retention of emerging high net worth client relationships and for managing... the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary. Communicate actively with clients to understand their needs, ensure they understand the terms of their trusts, provide superior service, and expand their relationships. Interpret the governing instruments and applica... 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 - Private Client Trust Duties: Be... responsible for the development and retention of emerging high net worth client relationships and for managing... the daily administration of trust accounts in accordance with the firm's responsibilities as fiduciary. Communicate actively with clients to understand their needs, ensure they understand the terms of their trusts, provide superior service, and expand their relationships. Interpret the governing instruments and applica... 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 Private Client Fiduciary Advisor The... candidate will be responsible for managing significant and often complex fiduciary client relationships. Will be responsible... for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create... 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

Asset Management - Private Bank - Trust Administrator... Duties: Execution and risk management; interpret and apply terms of trust to administration of account taking into consideration legal, tax, administrative and investment issues,... as well as applicable policies and procedures. Understanding of internal practices and procedures; coordinate delivery of services. Building and maintaining relationships... with grantors, beneficiaries, remaindermen, co-trustees, attorneys and ot... 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 think strategically, analyze financial and legal issues and develop creative solutions to challenging problems Must have excellent communication, presentation, and relationship building skills Strong organizational skills with the ability to handle multiple tasks simultaneously Highly effective communication and interpersonal skills Ability to work independently and as part of a team Proven track record of successful business development # Job Opport... 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

AM - GWM - Private Bank Trust Administrator ... Duties: Execution and risk management; interpret and apply terms of trust to administration of account taking into consideration legal, tax, administrative and investment issues,... as well as applicable policies and procedures. Understanding of internal practices and procedures. Coordinate delivery of services. Build relationships with grantors,... beneficiaries, remaindermen, co-trustees, attorneys and other professional advisors 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

Tax Senior - Private Client... Services The candidate will... contribute to client satisfaction by providing timely... and effective responses to client needs and concerns, thereby... enhancing long-term working relationships with clients. Will develop and deliver timely and high-quality services and work products. Facilitate... communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commit... 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 Manager - Private Client... Services The candidate will provide... tax-related domestic and cross-border planning... and compliance assistance to business-connected individuals and their associated entities. Will assist individual clients needing a wide range of tax services, including tax compliance,... tax... planning and tax advice... relating to their business interests, investments and related assets. Serve as an advisor to high-net-worth individuals, family businesses and executive... 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