- Deloitte (Minneapolis, MN)
- …May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Grant Thornton (Minneapolis, MN)
- …Federal Corporate and Partnership solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND ... other taxing authorities + Identifying, researching, and assessing various tax issues while also providing information to senior... tax issues while also providing information to senior staff members + Providing on-the-job training to junior… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible for ... offering personalized advice and wealth management related to Special Needs Trusts for HNW...knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service. The Special… more
- UMB Bank (St. Paul, MN)
- …you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing ... policies and procedures. + You will work collaboratively with Senior Associates on team to resolve complex administrative issues...escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,… more
- US Bank (Minneapolis, MN)
- …position is responsible for leading all national philanthropic efforts for US Bank. As the senior thought leader, acts as the face and voice of the bank in providing ... professionals by providing guidance, direction and assistance across the Wealth Management and Securities Services and Consumer organizations. Philanthropic… more