- MCCONNELL JONES GROUP (Atlanta, GA)
- …and tax matters. Communicate with financial institutions on various accounting and tax matters related to the client's needs. Lead department in knowledge of ... to Columbus, Georgia may be required for meetings and team collaboration. What you will do This role is...ideal for a CPA with a strong background in tax compliance, financial reporting, and client advisory services. You… more
- Wright Staffing Source (New York, NY)
- …In addition, to succeed in this role you will: Review complex gift, estate and fiduciary income tax returns; Review fiduciary accounting for trusts and ... for managing all aspects of client relationships. Manage a team of professionals within the group to complete engagements...supervisory experience, preferably in a public accounting firm Strong tax research skills Ability to lead , manage… more
- Wipfli LLP (Bedford, NH)
- …communications pertaining to engagement planning and requests. Prepare individual, business, and fiduciary tax returns and projections as directed by engagement ... compliance and advisory work for clients. Review Federal and Multi-State Partnership tax returns. Lead day-to-day client relationships, supporting partners with… more
- Platform Accounting (Trenton, NJ)
- …owner Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns Provide advisory services to clients related to ... Type Full-time Description Due to continuing growth, we are seeking a Tax Manager to join our team . In addition to the traditional roll-up your sleeves tax … more
- Wipfli LLP (Chicago, IL)
- …communications pertaining to engagement planning and requests Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... issues and/or opportunities in engagements and discuss with engagement leader Perform a limited number of tax ...retail distribution experience required Bridgette Kahny, from our recruiting team , will be guiding you through this process. Visit… more
- JPMorgan Chase & Co. (New York, NY)
- …Qualifications, Capabilities & Skills: Bachelors Degree required In-depth knowledge of all fiduciary products and services, including all legal, tax and ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...Technical and Risk Management Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- Deutsche Bank (New York, NY)
- …Participate in departmental projects and control and compliance assurance programs How You'll Lead Work closely with relationship team to deliver high service ... guardianships, and special needs trusts. You will have strong experience in fiduciary client service as well as administering multigenerational trusts. What We Offer… more
- Miller Cooper (Chicago, IL)
- …firms on audits, reviews and compilations along with completion of federal and state tax filings Acts as primary fiduciary agent for 401k plans Oversees and ... Strong skills with information technology Excellent interpersonal communication skills Ability to lead by example and coach team members Detailed as well… more
- BOK Financial (Overland Park, KS)
- …accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy. Team Culture A career ... can only come from working for a trusted industry leader . Work with amazing, energetic team members...and value-added ideas. You will coordinate activities with the Tax , Specialty Assets, Investment Management, Wealth Management Services and… more
- Northern Trust (Los Angeles, CA)
- …development sales executive role. As a senior member of the Northern Trust team , you will oversee new client development, solutions sales strategy, and execution of ... wealth management planning. With the support of our local team of specialists and national resources, you will identify...in the community, you will actively engage as a leader for local civic and philanthropic organizations. What You'll… more
- Deutsche Bank (New York, NY)
- …constraints, providing customized investment offerings where necessary Uphold the fiduciary concept without exception Meet clients' after-sales needs, including ... models Comply with Deutsche Bank's regulatory framework, including US federal & state tax laws, ERISA rules, and trust laws Establish and maintain a long-term… more
- TD Bank (Manchester, NH)
- …guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains knowledge of fiduciary ... Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and...and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth and ... approval of discretionary distributions + Act as a thought leader and culture carrier for the firm to influence...build an inclusive, collaborative and client-focused environment for our fiduciary professionals + Lead team … more
- Wells Fargo (Minneapolis, MN)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at ... (wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team -based environment, including analyzing trust and… more
- Tompkins Community Bank (Ithaca, NY)
- …least three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team , the individual in this role will prepare detailed fiduciary ... financial advisor, a great place to work and a leader in our communities, while delivering consistently superior performance....accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- KeyBank (Hartford, CT)
- …other partners on all internal fiduciary issues + Work closely with Sales Leader , Regional Trust Director and local team members on pricing, client service, ... for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members...tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth… more
- Wells Fargo (Austin, TX)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo ... of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth transfer… more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and ... delivers sophisticated fiduciary solutions, using relationship team model, to...bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary … more
- KeyBank (Pepper Pike, OH)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. - Designs and ... delivers sophisticated fiduciary solutions, using relationship team model, to...bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary … more
- KeyBank (Palm Beach Gardens, FL)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. Designs and ... delivers sophisticated fiduciary solutions, using relationship team model, to...of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment… more
