- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … more
- M&T Bank (Wilmington, DE)
- **Overview:** Oversees and implements the organization's fiduciary strategy by providing leadership, direction and oversight of efforts associated with the Trust ... and strategic goals related to Trust services. Provides supervisory oversight of fiduciary aspects of assigned accounts that include significant and complex … more
- Comerica (Wilmington, DE)
- …completing all other organization required compliance training. * Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or ... role will be responsible for serving as a relationship manager to most routine and standard client relationships. This...characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate. *… more