- Monster (Coral Gables, FL)
- …his/her administered trust or custody accounts in coordination with Supervisor and Senior Management. Makes recommendations, in coordination and with the support of ... Relationship Managers and other banking officers, on fiduciary alternatives and structures by assessing customer needs, using his/her knowledge, creativity and sound… more
- Wells Fargo (Dallas, TX)
- …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and ... under Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… more
- Wells Fargo (New York, NY)
- …to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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 ... any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset...and good working knowledge of estate, gift, and GST tax and fiduciary income 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 ... and career stability Responsibilities: * Review and prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and … more
- PNC (Pittsburgh, PA)
- … regulations, policies and procedures. May administer select accounts. + Supports senior fiduciary management to ensure the consistent execution of estate ... opportunity to contribute to the company's success. As a Senior Estate Settlement Manager within the PNC...and estate settlement strategies. Escalates significant risk issues to senior fiduciary management. + Ensures the consistent… 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 (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: ... Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work...on departmental committees, as requested + Reporting to the senior members of your Client Service Team Requirements CANDIDATE… 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 ... 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
- Robert Half Finance & Accounting (Mountain View, CA)
- Description We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax ... and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal...* Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic business… more
- City National Bank (Irvine, CA)
- …Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought ... *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced,...and close ESOP loans in the middle market, including senior and subordinated debt structures. * Strong credit and… more
- Truist (Raleigh, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- Access Dubuque (Dubuque, IA)
- …in our Waverly branch** and play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer, you will ... manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with care and precision. You'll be… more
- Robert Half Management Resources (Dallas, TX)
- Description We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented ... expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play… more
- Columbia Bank (South Jordan, UT)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village,...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- TIAA (Boston, MA)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... The Senior Planned Giving Technical Consultant job provides expert...direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,… more
- Toyota (Plano, TX)
- …plans and savings plan assets totaling $18 billion. Reporting to the Group Manager , Treasury and Investments, the person in this role will support the Treasury ... to ensure the Plan is governed according to the fiduciary standards of ERISA and benefit payment obligations are...and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager termination. Stay… more
- Comerica (New York, NY)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or… more
