- 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
- Wells Fargo (Wilmington, DE)
- …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
- Citigroup (New York, NY)
- …strategies for, but not limited to, Asset Protection, Risk Management, Estate Tax Planning, Wealth Transference, Business Succession and Legacy Planning. + ... timely updates to advisors and relationship managers on regional and national tax law changes and other regulatory matters influencing clients in their financial,… more