- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Manager , Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:** ... for as a firm KPMG is currently seeking a Manager to join our Business Tax Services...+ Minimum five years of recent public accounting and/or trust tax experience + Bachelor's degree from… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary...Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include… more
- First Horizon Bank (Memphis, TN)
- …depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management ... listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth...or servicing requirements. **Job Requirements** : * Knowledge of trust principles, regulatory and tax matters relating… more
- Robert Half Finance & Accounting (Bloomington, MN)
- Description We are seeking a Tax Manager to join our team in...understanding of Trust tax , Estate Tax , Gift tax , and Fiduciary Income ... effective tax planning * Knowledge and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in Fiduciary Tax is essential * Must be able… more
- M&T Bank (Wilmington, DE)
- …Practice, inclusive of regulatory compliance requirements and strategic goals related to Trust services. Provides supervisory oversight of fiduciary aspects of ... of clients). Provide fiduciary risk oversight of fiduciary accounts managed by Trust Officers. +...on additional Bank products and services, emerging issues, and regulatory/ tax changes to ensure the continued meeting of client… more
- JPMorgan Chase (Chicago, IL)
- …transfer tax , and estate tax + Relevant experience in the Trust business, either at a corporate fiduciary or public accounting firm + Superior ... the right team. As a Trusts and Estates Client Tax Manager III within the Trusts &...+ Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting… more
- Truist (Richmond, VA)
- …5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification ... advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth,… more
- Deloitte (Columbus, OH)
- …practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Manager 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 and… more
- Edward Jones (St. Louis, MO)
- …have experience in the trust or estate industry? Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are ... highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting...include: + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with… more
- Truist (Charlotte, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- PNC (Louisville, KY)
- …preparers of appropriate tax returns (income, gift, estate and inheritance, and fiduciary ) and court or other state- required filings for the estate and the ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Engages in fiduciary decision-making by… more
- PNC (Fort Lauderdale, FL)
- …on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with intricate and ... team. Works with external entities to understand, contribute to and implement fiduciary / tax planning strategies and assess financial planning impacts for the… more
- Comerica (Wilmington, DE)
- …account administration codes are accurate. * Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... Trust Administrator II The Trust Administrator...other organization required compliance training. * Stays current on fiduciary / tax /legal changes that effect a client's wealth… more
- Bank of America (Los Angeles, CA)
- …Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary ... information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM,… more
- Comerica (Wilmington, DE)
- Trust Advisor IV - Ultra High Net Worth Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take ... advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as...Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by… more
- BMO Financial Group (Woodstock, IL)
- …and experience. + MBA or Finance certification preferred. + Expert understanding. fiduciary law and applicability to trust investment accounts. + Expert ... understanding of fiduciary law and applicability to trust investment accounts. + Expert knowledge of equity and...equity and fixed income markets. + Expert understanding of tax -related issues affecting investments. + In-depth knowledge of the… more
- Tompkins Community Bank (Mount Kisco, NY)
- …supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department manager (s) by providing training and guidance to all other ... company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing… more
- Bank of America (Miami, FL)
- …financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services ... Portfolio Manager III Miami, Florida **Job Description:** At Bank...related work experience. + Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. +… more
- Plante Moran (Grand Rapids, MI)
- …sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust , tax , and insurance. We have over 300 professionals dedicated ... Estate Planning Manager + Location: United States, Michigan, Grand Rapids...+ CPA or JD preferred + Moderate understanding of fiduciary and estate tax planning and compliance… more
- JPMorgan Chase (Miami, FL)
- …a broad knowledge of economics, investments, banking, financing, and financial and fiduciary planning. Build trust with clients and effectively manage ... Duties: Responsible for marketing and implementation of investment, banking, and fiduciary solutions to Ultra-High Net Worth (UHNW) clients in/from Mexico using… more