- Wipfli LLP (Minneapolis, MN)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... internal collaboration meetings. An understanding of trust agreement language and Uniform Principal and Income Act...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- US Bank (Minneapolis, MN)
- …eight years of applicable experience **Preferred Skills/Experience** + Considerable knowledge of fiduciary , trust and investment services operations + ... support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations business line. Operations..., and call center activities. The CAS Audit Project Manager is primarily responsible for supervising staff in the… more
- US Bank (Minneapolis, MN)
- …trends impacting wealth management, investment advisory services , and knowledge of trust and fiduciary + Subject matter expert level of understanding of ... This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Operations. Operations provides direct support to Consumer… more
- Highmark Health (St. Paul, MN)
- …:** **JOB SUMMARY** This job provides Information Security and Risk Management services for the Organization. Works with peers within security, HM Health Solutions ... cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals… more
- Deloitte (Minneapolis, MN)
- …areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment ... June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more