- M&T Bank (Rochester, NY)
- **Overview:** Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities ... thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and...the completion of timely and accurate tax returns for wealth clients. + Provide guidance and training to less… more
- M&T Bank (Radnor, PA)
- **Overview:** Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities ... thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and...the completion of timely and accurate tax returns for wealth clients. + Provide guidance and training to less… more
- TD Bank (Fort Lauderdale, FL)
- …support the lending activities of Wealth Banking. In this position, the Senior Compliance Manager will provide guidance, leadership and training to the ... the role which is outlined in the general description below.** **Job Summary:** The Senior Manager , Compliance Business Oversight manages and leads a team of… more
- M&T Bank (Wilmington, DE)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...as with project sponsors, internal and external contacts, and senior management. Teams make a presentation to senior… more
- Charles Schwab (Irvine, CA)
- …helping us "challenge the status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are ... direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's… more
- Deloitte (Columbus, OH)
- …Recruiting 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...pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the… more
- Citigroup (Queens, NY)
- … MCA, ERM and Governance activities. **Responsibilities:** + Enhance our global Wealth fiduciary governance framework to drive compliance with regulatory and ... The Wealth Management Business Risk & Controls Governance Manager will lead the development and implementation of a robust governance framework specifically for … more
- M&T Bank (Bridgeport, CT)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... Responsibilities** + **Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance from the… more
- M&T Bank (Wilmington, DE)
- …as assigned by the department manager or Leadership Development Manager -MDP. **Department Descriptions:** Wilmington Trust's Family Wealth platform provides ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Plante Moran (Cleveland, OH)
- Tax Manager or Senior Manager + Location: United States, Ohio, Cleveland Make your mark. Go beyond the numbers, do something different by developing rapport ... C-corporations, Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax returns, including private… more
- CIBC (Atlanta, GA)
- …files, maintain mailing lists) + Act as back-up for Family Office Executive, Senior Relationship Manager and other Family Office Administrators + Mastery of ... The Family Office Administrator supports the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, ... review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for… more
- Neuberger Berman (New York, NY)
- …to provide comprehensive client service and administrative / operational support to a Senior Fiduciary Officer in the administration of trust, estate, and ... investment management accounts. **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil… more
- City National Bank (New York, NY)
- …As the CNR Business Lead for all Operational Risk matters. Represent CNR in all Senior Wealth Management Risk Committee matters. Work with CNB Risk Officer to ... of the CNB legal and compliance framework. This position functions as a team manager , develops staff and manages deployment of resources. *What you will do* * Head… more
- Federal Reserve Bank (Richmond, VA)
- …with a wide range of benefits and perks that support your health, wealth , and life. In addition to competitive compensation, we offer a comprehensive benefits ... to the Federal Reserve Bank directly and in our fiduciary role for the US Treasury. The position is...VA and will report to the Regulatory Risk Management Manager . **What You Will Do:** + Perform risk surveillance… more