- Deloitte (Kansas City, MO)
- …June 1, 2026 What You'll Do As a Tax Manager 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
- Edward Jones (St. Louis, MO)
- …fiduciary tax return preparation, under the direction of the Trust Tax Manager . Responsibilities include:"> + Reviewing and understanding trust documents; ... The posting may close early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... services. Our approach to wealth management means assembling a team of seasoned ...client portfolios + Maintain constructive, pro-active working relationship with private client associates to provide timely client service +… more
- UMB Bank (Kansas City, MO)
- …for a team of trust professionals across assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and ... of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment planning, insurance, charitable gifting, asset protection planning,… more