- KeyBank (Portland, ME)
- …and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as to estate and ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the … more
- Wells Fargo (Palm Beach, FL)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Deloitte (San Juan, PR)
- …Wealth 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 ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal...external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and… more
- Edward Jones (St. Louis, MO)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under ... early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for...in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary… more
- Truist (Philadelphia, PA)
- …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
- Wells Fargo (Charlotte, NC)
- …Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and support long-term growth. ... planning & analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. The team drives… more
- M&T Bank (Washington, DC)
- …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 Accountemps (Long Beach, CA)
- Description Senior Tax Manager (CPA) Location: Long...706, 709, and complex 1040 returns + Provide strategic tax planning for estate, gift, and wealth ... Type: Full-Time Position Overview We are seeking an experienced Senior Tax Manager (CPA) to join our...and estates + Strong technical knowledge of estate, gift, fiduciary , and individual taxation + Experience managing multiple client… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... part of the broader client facing wealth team to expand existing relationships and capture new...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- M&T Bank (Burlington, VT)
- **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
- JPMorgan Chase (Dallas, TX)
- …and all applicable laws. + Help lead business development with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and ... to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled… more
- Commerce Bank (Columbia, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private...document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision + Maintain a professional… more
- Commerce Bank (Kansas City, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private...confidently communicate the business roadmap vision and status to senior leaders and stakeholders + Serve as the primary… more
- S&P Global (Centreville, VA)
- …improvements. + **Strong compliance knowledge:** Expertise in global payroll compliance, tax regulations, statutory reporting, and fiduciary obligations. + ... the long-term design of the team. This role reports directly to senior leadership and partners closely with Finance, People, Technology, and divisional business… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Planner to strengthen client relationships and deliver comprehensive, high‑quality wealth management solutions. This role blends technical planning expertise with ... leadership and exceptional client service. You'll collaborate closely with senior advisors, support and guide associate team members, and ensure clients receive… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …a Financial Planner to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and ... exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, ... and exceptional client service. You'll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored… more