- M&T Bank (Buffalo, NY)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... **Overview:** Supports resolution of complex tax technical client issues in support of the...support of the broader front office, while also supporting tax return and tax authority notice review… more
- Wells Fargo (Minneapolis, MN)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo | Jobs and Careers ... base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth … more
- Truist (Atlanta, GA)
- …Financial Planning + Regional Trust Advisors + Trust Administration Advisors + Estates + Wealth Tax + Fiduciary Business Planning + Privately Held ... offers exposure to senior leaders within the Wealth and Fiduciary Division and a support...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- US Bank (Cincinnati, OH)
- …One. **Job Description** SUMMARY US Bank is seeking a Senior Trust Tax Accountant within its Wealth Management division. RESPONSIBILITIES Tax ... - Strong working knowledge of fiduciary income tax returns, especially estate income tax returns...equivalent work experience PREFERRED - 10+ years of related fiduciary and individual tax preparation experience, preferably… more
- Deloitte (Columbus, OH)
- …Wealth practice! 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 ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Deloitte (Columbus, OH)
- …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...and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
- Truist (Atlanta, GA)
- …Peachtree Rd, Atlanta, GA. Provides client and advisor support to a team of Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high ... relationship manager 4. May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader 5. Maintain a… more
- BMO Financial Group (Palatine, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... the assigned portfolio / jurisdiction. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… more
- Truist (Houston, TX)
- …a leadership representative for Truist Wealth + Engage and participate in Senior Wealth leadership meetings and decisions, and offer strategic advice and ... of America) **Please review the following job description:** The Specialty Wealth Regional Managing Director is responsible for leading, coaching, and developing… more
- Truist (Atlanta, GA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- M&T Bank (Hauppauge, NY)
- **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 (Miami, FL)
- …all such knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary , corporate and partnership income tax laws, with ability to ... capabilities. Part of our team of specialists, as the Wealth Advisor, through a comprehensive understanding of our clients'...objectives, you will help ensure that their estate, income, tax , philanthropic, and other planning needs on a global… more
- Truist (Jupiter, FL)
- …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
- Plante Moran (Auburn Hills, MI)
- Community Tax Manager or Senior Manager + Location: United States, Michigan, Auburn Hills + Location: United States, Michigan, Southfield + Location: United ... Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax ...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Plante Moran (Kalamazoo, MI)
- Community Tax Practice Senior + Location: United States, Michigan, Kalamazoo + Location: United States, Michigan, Grand Rapids + Location: United States, ... Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax ...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure… more
- Fifth Third Bank, NA (Traverse City, MI)
- …Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters #LI-LB1 Senior Trust Advisor LOCATION -- Grand Rapids, ... in banking at Fifth Third Bank. Opportunity for a Senior Trust Advisor in Traverse City or Grand Rapids,...assets + Work with Private Bank Team to identify fiduciary opportunities and solutions + Work with Private Bank… more
- Edward Jones (Tempe, AZ)
- …Schedule: Full-Time Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do ... could be the right opportunity for you! This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose: We innovate, develop, evolve,… more
- Truist (Baltimore, MD)
- …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...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Commerce Bank (Leawood, KS)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... approach to wealth management means assembling a team of seasoned ...and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit… more