- Monster (Coral Gables, FL)
- …with the support of Relationship Managers and other banking officers, on fiduciary alternatives and structures by assessing customer needs, using his/her knowledge, ... beneficiaries and other professionals employed by customers, as necessary. Coordinates tax and real estate activities related to Trusts with outside counsel… more
- Monster (New Milford, CT)
- …with trust and account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning. Act as the ... resolution. Business Development & Client Presentations: Work with the Future Track Program Manager to foster a goal-based mindset as it relates to wealth management… more
- KeyBank (New York, NY)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- Wells Fargo (New York, NY)
- …oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Dallas, 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...is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo |… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... and good working knowledge of estate, gift, and GST tax and fiduciary income tax ....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Robert Half Finance & Accounting (Green Bay, WI)
- Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, ... planning and compliance. * Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings. * Strong knowledge of tax … more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … more
- Robert Half Finance & Accounting (St. Petersburg, FL)
- Description We are looking for an experienced Senior Tax Manager to join our team in St Petersburg, Florida. In this role, you will play a key part in overseeing ... and career stability Responsibilities: * Review and prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and … more
- Robert Half Finance & Accounting (Bellingham, MA)
- Description We are looking for an experienced Tax Manager to join our team in Bellingham, Massachusetts. In this role, you will oversee complex tax ... supervision, ensuring compliance with regulations. * Prepare and file corporate, fiduciary , charitable, partnership, and individual tax returns, focusing on… more
- Deloitte (Denver, CO)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …was just rated one of the top places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until you get to the best part: ... of your Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work papers + Reviewing and finalizing annual … more
- Robert Half Finance & Accounting (Andover, MA)
- …year history in the Andover area with an excellent reputation is looking to hire a Tax Manager . This person will be part of 15-person team reporting into the ... or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great opportunity… more
- Robert Half Finance & Accounting (Needham, MA)
- Description Job Title: Tax Manager and/or Senior Tax Manager Qualifications: To be considered for this position, applicants must hold a CPA designation ... Prepare federal and state individual, trust, partnership, and corporate tax returns. + Conduct tax research and...Excel and Word. * Adhere to high confidentiality and fiduciary standards. Interested candidates should apply here but can… more
- Wipfli LLP (Denver, CO)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Wipfli LLP (Detroit, MI)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- PNC (Pittsburgh, PA)
- …team works with external entities to understand, contribute to and implement fiduciary / tax planning strategies and assess financial planning impacts for the ... an opportunity to contribute to the company's success. As a Senior Estate Settlement Manager within the PNC Private Bank organization, you will be based in the PNC… more
