- KeyBank (Ann Arbor, MI)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary… more
- KeyBank (Palm Beach Gardens, FL)
- …clients who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax, and other related wealth ...in fiduciary , investment, tax, and other related wealth issues. Designs and delivers sophisticated fiduciary … more
- Citigroup (Jacksonville, FL)
- The Senior Auditor is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... overall objective of this role is to support the Fiduciary Subject Matter Expert Team. The individual in this...of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately… more
- City National Bank (Wilmington, DE)
- …trust opportunities * In conjunction with Manager Regional Delaware Trust, the Senior Fiduciary Officer may confer with clients, administrators, co-trustees, ... * FIDUCIARY OFFICER SENIOR - Hybrid Schedule,...Direct experience as a Trust Advisor, Trust Administrator, or Wealth Planner/Strategist preferred. * Strong fiduciary knowledge… more
- Citigroup (New York, NY)
- …achieve critical governance and control milestones. The role is key in providing senior management with analysis of the business's fiduciary control environment ... address regulations and new or revised Citi policies in partnership with the Wealth business. The Fiduciary Controls lead will apply in-depth inter-discipline… more
- Charles Schwab (Los Angeles, 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 ... impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory...service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental,… more
- Deloitte (Sacramento, CA)
- …with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- Deloitte (Fort Worth, TX)
- …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 high-level reviews of tax ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- KeyBank (New York, NY)
- …team interactions. The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading ... the Americas - New York, New York 10019 The Family Office Director is a senior advisor...for uhnw families * Owns the implementation of the Family Wealth onboarding plan * Serves as… more
- US Bank (Sioux Falls, SD)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. Supports Ascent Private Capital Management ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- NBT Bank (Manchester, NH)
- …will partner with regional law firms and tax professionals to enhance our Wealth Management presence and name recognition . Education and Experience: + Bachelor's ... Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of...Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will… more
- NBT Bank (Lakeville, CT)
- …subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and ... complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and problem resolution… more
- Citigroup (New York, NY)
- …+ Track record of business development and revenue growth + Understanding of wealth planning and private banking services **Job Family Group:** Private Client ... market dynamics for diverse audiences. The Art Advisory business is a regulated fiduciary , subject to OCC (Office of the Comptroller of the Currency) Regulation 9… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns ... for various individual, partnership and fiduciary entities for the family office +...Risk Management + Identifying and managing risks to the family 's wealth , including insurance and asset protection… 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 with ... Practice is a growing department in which the purpose is to appropriately serve family owned and closely held businesses in addition to individual tax clients. This… more
- Plante Moran (Kalamazoo, MI)
- Tax Senior + Location: United States, Michigan, Kalamazoo + Location: United States, Michigan, Grand Rapids + Location: United States, Michigan, East Lansing Make ... Practice is a growing department in which the purpose is to appropriately serve family owned and closely held businesses in addition to individual tax clients. This… more
- First National Bank of Omaha (Lake In The Hills, IL)
- …Commercial & Business Banking, Retail Banking & Mortgage, and Trust & Private Wealth Reserve. Join us, and benefit from the exceptional support available to our ... Offer: Competitive Grids Generous Draws Transition Assistance Succession Packages The Sr . Associate, Investments and Planning is accountable to advise affluent… more
- Citigroup (Queens, NY)
- Citi's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... clients through its global footprint in Asia, EMEA, Mexico, and North America. Wealth delivers a wide range of products and services covering capital markets,… more
- CIBC (Atlanta, GA)
- …**What you'll be doing** The Family Office Administrator supports the Family Office Executives and Senior Relationship Managers in providing customized ... a Bachelors Degree or at least 2 years of Family office Experience. **How you'll succeed** + Demonstrate a...letters, Crummey letters) + Assist clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax payments… more
- City National Bank (Irvine, CA)
- …trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. ... timely delivery of assets. What you will do * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of… more