- Wipfli LLP (Minneapolis, MN)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Wells Fargo (Minneapolis, MN)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Deloitte (Minneapolis, MN)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare for… more
- Wells Fargo (Minneapolis, MN)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...(IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- Wipfli LLP (Minneapolis, MN)
- …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...through CPE, firm/industry group events, webinars, etc. + Review tax -related information to include tax provisions, depreciation… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) ... knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service. The Special...needs trust accounts as an attorney or trust officer; expert knowledge of complex estate … more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth ... + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client ...experience supporting financial advisors and clients on complex financial, tax and legal concepts related to trust … more
- US Bank (Minneapolis, MN)
- …multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... experience - 10 or more years of experience in Trust administration - Professional Designation is required and may...to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Considerable knowledge of… more