- EisnerAmper LLP (New York, NY)
- …you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client ... Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary , estate and gift taxation… more
- Crossroads Staffing Services (Westlake Village, CA)
- Job Description Community tax practice needs a tax manager -near future partner who can interview a client as well as prepare and review individual, ... partnership, LLC, S-corporation, C-corporations, fiduciary income tax returns at every level. Whereas there is almost no overtime outside of tax season,… more
- First Horizon (Knoxville, TN)
- …of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment ... listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality… more
- RightWorks (Salem, OR)
- Tax Manager - Trusts & Estates...accurate, efficient and timely preparation of estate, gift and fiduciary tax returns, as well as corporate, ... mid-sized accounting and advisory firm, is currently seeking a Tax Manager in Salem, Oregon. In this...strong working knowledge of trust taxation theory, trust and fiduciary accounting income, and distributable net income rules, as… more
- TD Bank Group (Manchester, NH)
- …guidelines Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team Maintains knowledge of fiduciary income taxation, ... Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Advisor Employee Services (Denver, CO)
- …of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC ... Skills Highly Organizational Advanced Computer Skills Responsibilities Private Wealth Manager : Licenses - Maintain in good standing all required...B/D and regulators. E&O - Maintain active E&O insurance. Fiduciary - Act as a fiduciary for… more
- Hancock Whitney Corp. (Tampa, FL)
- …and logging into your account. JOB FUNCTION / SUMMARY: Trust Relationship Manager 3's manage and develop complex wealth management client relationships during the ... including estates, trusts, guardianships, and agency relationships. As well as fiduciary services, investment management services, and other types of accounts.… more
- Wells Fargo (Palm Beach, FL)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Fiduciary Manager Working at Wells Fargo | Jobs and Careers at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- Wells Fargo (Denver, CO)
- …(IRA) **About this role:** Wells Fargo is seeking a Regional Oil, Gas & Mineral Manager - Fiduciary Specialty Asset Management Manager Working at Wells Fargo ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Bank of America (Dallas, TX)
- …as well as COIs and other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance + Strong ability to work ... Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Comerica (Palm Beach Gardens, FL)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth...characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- TD Bank (Manchester, NH)
- …guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains knowledge of fiduciary income ... Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Robert Half Management Resources (Foster City, CA)
- Description We are looking for a skilled Tax Manager to join our team on a consulting basis in Foster City, California. This position involves overseeing the ... regulations. The ideal candidate will bring expertise in corporate, partnership, and fiduciary tax returns, along with strong organizational and communication… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …was just rated one of the top places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until you get to the best part: ... of your Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work papers + Reviewing and finalizing annual … more
- Deloitte (Houston, TX)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a ... contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by… more
