- M&T Bank (Rochester, NY)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... and participates in preparing a limited number of complex Fiduciary and other income tax returns, where...assigned staff in the completion of timely and accurate tax returns for wealth clients. + Provide… more
- M&T Bank (Radnor, PA)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... and participates in preparing a limited number of complex Fiduciary and other income tax returns, where...assigned staff in the completion of timely and accurate tax returns for wealth clients. + Provide… more
- M&T Bank (Buffalo, NY)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... **Overview:** Supports resolution of complex tax technical client issues in support of the...support of the broader front office, while also supporting tax return and tax authority notice review… more
- Truist (Charlotte, NC)
- …within Wealth , including but not limited to Wealth Markets, Fiduciary Practice, Risk, Compliance, Legal, Investments, PHI, Tax , Operations and Audit. ... **Please review the following job description:** JOB SUMMARY The Fiduciary Director role is the most senior ...with others areas of Wealth such as Fiduciary Practice, Wealth Markets, Operations, Tax… more
- Deloitte (Columbus, OH)
- …Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Deloitte (Columbus, OH)
- …for this role ends on June 1, 2025 What you'll do As a Tax Senior 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 through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
- CIBC (Chicago, IL)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist, you are responsible for supporting and ... with Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth...written and graphical summaries + Research and review of fiduciary and tax issues + Support the… more
- Truist (Charlotte, NC)
- …spanning the Wealth business, including advisory, brokerage/investment management, lending, fiduciary and trust. Senior Directors may lead other Audit ... progressive audit, risk or examiner experience within financial services wealth businesses; including advisory, brokerage/investment management, lending, fiduciary… more
- Truist (Atlanta, GA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- BMO Financial Group (Arlington Heights, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... the assigned portfolio / jurisdiction. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… more
- US Bank (Des Moines, IA)
- …income, estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities… more
- Zions Bancorporation (Phoenix, AZ)
- …Community/Business Bankers + Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory services ... to leading with financial planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth … more
- KeyBank (Tarrytown, NY)
- …of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship ... New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net...responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry… more
- Truist (Charlotte, NC)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Truist (Boston, MA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- JPMorgan Chase (New York, NY)
- …Private Bank Advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of Tax ... Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction...Knowledge of income taxes, transfer taxes, estate planning and fiduciary law, as well as related fields of law,… more
- M&T Bank (Boston, MA)
- …the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Plante Moran (Kalamazoo, MI)
- Tax Senior + Location: United States, Michigan, Kalamazoo + Location: United States, Michigan, Grand Rapids + Location: United States, Michigan, East Lansing ... Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax ...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Plante Moran (Cleveland, OH)
- Tax Manager or Senior Manager +...Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax ... difference. On the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a little deeper, and you'll see what… more
- Fifth Third Bank, NA (Louisville, KY)
- …knowledge of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Louisville, Kentucky 40202 ... than $5MM in investable assets + Work with Private Bank Team to identify fiduciary opportunities and solutions + Work with Private Bank Team to implement … more