- UMB Bank (Kansas City, MO)
- …part of the client relationship team that is available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate ... for clients, including assessment of appropriate risk levels for the client or trust , high level investment updates and appropriate portfolio advice. **How… more
- KPMG (Hartford, CT)
- …key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and provide ... of complex individual income tax, gift, estate and trust returns for ultra- high net - worth individuals and Family Offices + Serve as the trusted advisor… more
- Citizens (Philadelphia, PA)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and ... (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to...retain new clients. They will perform these duties with high proficiency and integrity acting in accordance with the… more
- KPMG (Philadelphia, PA)
- …and senior executives of KPMGs private client base which focuses on ultra- high net worth individual, trust and estate clients + Prepare complex ... external to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or trust and estate tax experience in an accounting firm… more
- Bank of America (Chicago, IL)
- …in wealth planning services to address their high - and ultra- high net worth clients' trust , estate/wealth transfer, and financial planning needs. Key ... in new business opportunities with high - or ultra- high net worth clients and...a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax… more
- Robert Half Accountemps (Somerset, NJ)
- …during busy periods. Responsibilities: * Prepare and review complex tax returns for high - net - worth individuals * Prepare trust and gift tax returns * ... role is focused on preparing complex tax returns for high - net - worth individuals and small businesses....returns * Handle tax matters related to trusts, including trust tax return * Liaise with the IRS on… more
- Guardian Life (New York, NY)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... growing sales of Park Avenue Securities High Net Worth solutions by...General Agents and Sponsor Partners + Able to gain trust and respect of multiple contingent internal and external… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... + Experience providing tax consulting and compliance services to high net - worth individuals and families...worth individuals and families including personal, estate/gift & trust tax returns + CPA certification + Excellent research… more
- Wipfli LLP (Missoula, MT)
- …managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust , and Estate tax returns + Lead client relationships on day to day ... tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with the client to provide superior… more
- Wipfli LLP (Denver, CO)
- …managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust , and Estate tax returns + Lead client relationships on day to day ... tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with the client to provide superior… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of... High level of savvy and sophistication re: high net worth clients' concerns / ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
- Bank of America (Boston, MA)
- …associates and COIs (Centers of Influence.) Works with typically large and complex high net worth clients and beneficiaries involving multi-generational ... Proactively identify and resolve client issues + Engage in high level trust administration; oversee all administration... High level of savvy and sophistication re: high net worth clients' concerns… more
- Comerica (Austin, TX)
- Trust Advisor IV - Ultra High Net Worth Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships...Worth (UHNW) relationships by providing insight to specific trust documents, overseeing overall estate planning, and working directly… more
- Bankers Trust (Phoenix, AZ)
- …cultivate pipeline of new client opportunities . Oversees a select book of developed High Net Worth customer relationships . Continually monitors and ... Apply Now (https://phh.tbe.taleo. net /phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627) Job Brief Work with high - net worth investors, and ultra-… more
- Charles Schwab (Lone Tree, CO)
- …(this role has extensive written deliverables to clients + Extensive experience advising and serving high net worth clients + Proven track record preparing ... Planning Specialist role is a part of the Tax, Trust , and Estate team that provides tremendous value and...Estate team that provides tremendous value and benefits to High - Net - Worth clients. The goal of… more
- MassMutual (Windsor, CT)
- …a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides ... care about. Our business has grown rapidly, and MassMutual Trust has thoughtfully added team members of high... Trust has thoughtfully added team members of high caliber. Our team offers a concierge-style service by… more
- JPMorgan Chase (Newark, DE)
- …who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (Norfolk, VA)
- …**Qualifications:** + Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to ... Trust Senior Associate Norfolk, Virginia **Job Description:** At...to make a difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role that… more
- Bank of America (Boca Raton, FL)
- Trust Senior Associate (TSA) Boca Raton, Florida **Job...4-5 years experience with a financial institution focusing on high net worth client service ... Description:** ** Trust Senior Associate (TSA) -** At Bank of America,...make a difference. Join us! **Job Description** **:** The Trust Senior Associate (TSA) is a specialist role that… more
- Truist (Charlotte, NC)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... risk solutions, and family governance solutions. 3. Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both… more