- KeyBank (Portland, ME)
- …and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as to estate and ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the … more
- Wells Fargo (Austin, TX)
- …Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers ... to read, interpret and explain will and trust documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Deloitte (San Juan, PR)
- …Wealth practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal...external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and… more
- Truist (Nashville, TN)
- …Profile Summary Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with ... advisor/regional managing director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain positive working… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under ... early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for...in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary… more
- Truist (Jupiter, FL)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Wells Fargo (Charlotte, NC)
- …Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and support long-term growth. ... planning & analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. The team drives… more
- M&T Bank (Falls Church, VA)
- …the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Wells Fargo (Charlotte, NC)
- …The Senior Business Accountability Specialist plays a critical role within the Fiduciary Oversight team in Wealth & Investment Management (WIM), part of the ... outstanding talent. It all begins with you. **Wells Fargo Wealth & Investment Management** Wells Fargo Wealth ...and supporting risk management initiatives across complex trust, estate, tax and fiduciary law issues pertaining to… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... part of the broader client facing wealth team to expand existing relationships and capture new...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and… more
- UMB Bank (Salem, OR)
- …execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower volume ... will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively… more
- Commerce Bank (Columbia, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private...document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision + Maintain a professional… more
- Commerce Bank (Kansas City, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private...confidently communicate the business roadmap vision and status to senior leaders and stakeholders + Serve as the primary… more
- S&P Global (Centreville, VA)
- …improvements. + **Strong compliance knowledge:** Expertise in global payroll compliance, tax regulations, statutory reporting, and fiduciary obligations. + ... the long-term design of the team. This role reports directly to senior leadership and partners closely with Finance, People, Technology, and divisional business… more
- Comerica (New York, NY)
- …all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or administration ... and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators.… more