• CohnReznick LLP (Parsippany-Troy Hills, NJ)
    …Will work predominantly with our local Trust and Estate clients, as well as high net worth individuals. Demonstrate your expertise in tax research, tax ... career opportunity for a Tax Manager to join our Trust & Estate Tax team located in our Parsippany,...for trusts and estates.Provide tax planning and consulting to high net worth clients for… more
    JobGet (03/01/24)
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  • Tax Manager or Tax Senior Manager, Business Tax…

    KPMG (Boston, MA)
    …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
    KPMG (01/16/24)
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  • Senior Trust Officer - Delaware…

    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
    Citizens (03/07/24)
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  • Senior Associate, Business Tax Services - Private…

    KPMG (San Francisco, CA)
    …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
    KPMG (03/06/24)
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  • Business Development - High Net

    Guardian Life (Holmdel, NJ)
    …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... Securities (PAS). Reporting to the Senior High Net Worth Consultant, this...General Agents and Sponsor Partners + Able to gain trust and respect of multiple contingent internal and external… more
    Guardian Life (02/22/24)
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  • Tax Manager - High Net Worth

    Maxwell Locke & Ritter (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
    Maxwell Locke & Ritter (01/20/24)
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  • Senior Accountant, Tax - High Net

    Wipfli LLP (Bedford, NH)
    …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 (01/18/24)
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  • Senior Accountant, Tax - High Net

    Wipfli LLP (Loveland, 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
    Wipfli LLP (01/18/24)
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  • Senior Portfolio Manager- Trust

    Edward Jones (Tempe, AZ)
    …Will Do:** + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with clients' unique needs, ... **Job Overview** Position Schedule: Full-Time **Overview:** Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We… more
    Edward Jones (03/15/24)
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  • Senior Trust Officer

    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
    Bank of America (03/28/24)
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  • Private Client Wealth Advisor III

    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
    Bankers Trust (03/28/24)
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  • Private Client Advisor - Commerce Trust

    Commerce Bank (Tulsa, OK)
    …for the overall client experience. The PCA book of business is represented by high - net worth clients and their families and multi-generational relationships. ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...Deliver comprehensive advice and customized wealth management solutions for high - net - worth clients and families +… more
    Commerce Bank (02/17/24)
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  • Director, Tax, Trust & Estate - Senior…

    Charles Schwab (Westlake, TX)
    …Wealth and Advice Solutions organization. This group helps facilitate family conversations for ultra- high net worth clients and their families about their ... plays a critical role in expanding our support of ultra- high net worth clients and...of family wealth + Demonstrates interpersonal effectiveness to build trust across all interested parties especially high more
    Charles Schwab (02/02/24)
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  • Senior Trust Advisor

    Truist (Dallas, TX)
    …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
    Truist (03/23/24)
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  • Trust Senior Associate

    Bank of America (Atlanta, GA)
    …**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 Atlanta, Georgia **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 (03/22/24)
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  • Trust Senior Associate (TSA)

    Bank of America (Houston, TX)
    …**:** + Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service preferred + Ability to successfully ... Trust Senior Associate (TSA) Houston, Texas **Job Description:** **Private Bank, Trust Senior Associate (TSA), Houston, TX** **-** At Bank of America, we are… more
    Bank of America (03/22/24)
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  • Manager Trust Administration

    UMB Bank (Kansas City, MO)
    …to improve service delivery to clients. + You will provide solution-oriented planning for high net worth clients including: FLP's, LLC's, S-Corps, C-Corps, ... into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to… more
    UMB Bank (03/12/24)
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  • Attorney/Lawyer

    Robert Half Legal (Long Beach, CA)
    …in trusts and estates, with demonstrated focus on high net worth clients. 4. Robust knowledge of trust administration and estate planning strategies. 5. ... Description Job Title: Remote Contract Trust and Estates Attorney Job Location: Remote Experience...advice on estate planning and wealth transfer strategies to high net worth clients. 2.… more
    Robert Half Legal (03/09/24)
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  • Senior Private Banking Officer

    Bankers Trust (Scottsdale, AZ)
    …and prospective clients, specializing in specific industries to cater to a higher net worth client base. Analyzes each client's needs and develops creative ... by providing or referring commercial, consumer, mortgage, investment and trust products and services. There are important qualities you...II & III levels and continually increases the average net worth of portfolio clients . Participates… more
    Bankers Trust (03/04/24)
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  • Trust Officer II

    Bank of America (Atlanta, GA)
    …of policies, procedures, regulatory requirements + Ability to communicate and connect with high net worth clients **Skills:** + Business Development + ... Trust Officer II Atlanta, Georgia **Job Description:** At...and identify issues / new business opportunities, and provide trust , estate, and wealth transfer planning advice + Proactively… more
    Bank of America (03/21/24)
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