- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the...experience in public accounting that includes 2 in a manager capacity, working in a paperless environment, reviewing complex… more
- BMO Financial Group (Chicago, IL)
- …vehicles (eg, donor-advised funds, private foundations, charitable trusts) and their tax implications. + Facilitates family conversations around legacy , purpose, ... BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth ( HNW ) and Ultra High Net Worth (UHNW) individuals, families, and family… more
- Wells Fargo (Palm Beach, FL)
- …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and...asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. *… more