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Tax Private Client Services Jobs in Tea

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United States
Posted On Jun 30, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation
Practice Area:
Estate & Tax Planning Probate Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
agreements Estate Planning family family trust fiduciary marketing Taxation

sophisticated estate, trust, and tax planning strategies for advisors... and their clients. Your primary responsibilities will include: - Assisting in the development and implementation of advanced irrevocable trust offerings that utilize South Dakota law. - Producing complex trust agreements, marketing materials, whitepapers...

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Trust, Estate and Gift Tax Manager The candidate work... include the following: Reviewing fiduciary, individual, estate and gift tax returns. Working with staff... to ensure fiduciary, individual, estate, and gift tax returns are completed correctly... by required deadlines and under firm processes. Coaching and mentoring staff. Interpreting and reviewing various legal documents in relation to estate and business succession planning. Implementing the planning process to create plans... 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Note: This job is no longer active.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 development of new private client and institutional relationships;... primarily through sophisticated financial and estate planning for asset management clients and prospects, either alone or in conjunction with the client’s legal and financial advisors. Will manage a select group of complex and/or large account relationships. Development of new and expanded private client and institutional relationships... with primary focus o... 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- Fiduciary Services The candidate will manage... a book of trust and estate accounts: types include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, charitable trusts, estate accounts, and agency accounts, discretionary and directed. Provide superior client service and develop deep... relationships with clients to best administer their trust accounts, generate solutions, and meet their investment objectives and distribution needs. Serve... 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 Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent... investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. At the regional level, the RFM is accountable for revenue growth, client retention, busin... 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent... investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and... r... 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 Regional Fiduciary Manager The candidate will be responsible for leading a team of professionals in growing and retaining client relationships by integrating fiduciary/prudent... investment principles and knowledge, wealth planning knowledge (trust, taxes, retirement, gifting, business succession planning, estates and wealth transfer strategies), investment acumen and business development. Will be accountable for revenue growth, client retention, business economics and... r... 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 Wealth Management Planner The... candidate's duties include: provides clients with the opportunity to obtain objective, comprehensive and needs based advice for building and preserving wealth and transferring to future generations. Provides the following comprehensive planning services to affluent clients: asset... allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock... option analysis, executive pl... 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 Company Tax Supervisor RSM is... leading provider of professional services to the middle market... with the purpose of helping clients and people realize their full potential. We are looking for an experienced and knowledgeable Tax Supervisor to join our... team. ## Job Duties As a Tax Supervisor, you will have... the following job duties: * Serve as a career advisor, mentor or coach to one or more employees, including providing honest and timely perfo... 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

Summary: RSM, the leading provider of professional services to the middle market... globally, is seeking a dynamic Tax Supervisor to join their... Private Company team. The role... will focus on providing strategic tax planning, business advisory, and... compliance work for closely held businesses and their owners, as well as ultra-high net worth individuals and small family offices. The Tax Supervisor will also have... the opportunity to support new business development and assist with... 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

Falls office of our client seeks associate attorney with... trust colleagues and key private bank partners located in... the globe. Will oversee all aspects of managing and leading the Sioux Falls trust team, including staff management, client relationships, trust admini... 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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