- Wells Fargo (Denver, CO)
- …partners (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via ... you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) -...techniques and fiduciary laws; in-depth knowledge of fiduciary income tax **Job Expectations:** + Individuals… 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
- Bank OZK (Little Rock, AR)
- … tax and legal partners. + Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance and interaction ... Officers. Essential Job Functions + Provides support for assigned senior officer(s) for day-to-day administration of fiduciary ...with third party fiduciary tax preparation services. + Performs tasks… more
- Truist (Atlanta, GA)
- …Financial Planning + Regional Trust Advisors + Trust Administration Advisors + Estates + Wealth Tax + Fiduciary Business Planning + Privately Held ... offers exposure to senior leaders within the Wealth and Fiduciary Division and a support...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… 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
- US Bank (Milwaukee, WI)
- …at-all from Day One. **Job Description** SUMMARY US Bank is seeking a Senior Tax Accountant, with an emphasis on fiduciary tax preparation, within its ... all experience levels. Tax Operations: - General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates - Processing and… more
- Truist (Atlanta, GA)
- …Peachtree Rd, Atlanta, GA. Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high ... relationship manager 4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader 5. Maintain a… 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 (Woodstock, 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
- M&T Bank (Radnor, PA)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and… 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 (Greenwich, CT)
- …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
- 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 (Auburn Hills, MI)
- 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
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure… more
- Fifth Third Bank, NA (Toledo, OH)
- …Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 ... than $5MM in investable assets + Work with Private Bank Team to identify fiduciary opportunities and solutions + Work with Private Bank Team to implement … more
- JPMorgan Chase (Chicago, IL)
- …and inclusion ratios + Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting firms + Facilitate the ... Manager III within the Trusts & Estates (T&E) Tax practice team in Wealth Management (WM),...skills** + Bachelor's degree required + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax… more