• Senior Lead Fiduciary Specialist

    Wells Fargo (Austin, TX)
    …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist, Working at Wells Fargo | Jobs and… more
    Wells Fargo (05/24/25)
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  • Associate Trust Officer - Associate…

    Wells Fargo (Austin, TX)
    …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...role:** Wells Fargo is seeking a Position Title Associate Fiduciary Specialist Working at Wells Fargo | Jobs and… more
    Wells Fargo (05/16/25)
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  • Trust Officer - Special Needs (Trust Services)/…

    Wells Fargo (Austin, TX)
    …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...and compliance requirements **Required Qualifications:** + 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or… more
    Wells Fargo (05/16/25)
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  • Tax Manager - Private Wealth

    Deloitte (Houston, TX)
    …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
    Deloitte (05/21/25)
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  • Tax Senior - Private Wealth

    Deloitte (Fort Worth, TX)
    …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
    Deloitte (05/19/25)
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  • Settlement Officer II (SO II), Estate Settlement…

    Bank of America (Dallas, TX)
    …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM, ... ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. **Skills:** + Account… more
    Bank of America (05/29/25)
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  • Wealth Regional Managing Director

    Truist (Houston, TX)
    …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... of relationships. Work closely with specialized areas of support ( fiduciary administration, credit administration and compliance) to implement the company's… more
    Truist (05/13/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …team and other internal home office subject matter experts (ie- tax , estate, investment management, business owner, executive compensation, insurance) and external ... subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships). **What You Will Do:** + Partner with… more
    Edward Jones (05/24/25)
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  • Director, Legal Counsel

    Charles Schwab (Westlake, TX)
    …and ongoing administration of trust relationships, including estate, gift and income tax issues, and other issues related to trust administration. The position ... new product development in the trust & estate and tax areas. + Assist with state banking examinations and...examinations and regulatory work. + Deliver advice to chief fiduciary officer, president, and other leaders regarding riskassessments and… more
    Charles Schwab (05/25/25)
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  • Managing Director, Employment & Benefits Counsel

    Charles Schwab (Westlake, TX)
    …for fiduciary matters, compliance and plan administration, dispute resolution, tax filings, and operational and compliance reviews and corrections; + Monitoring ... regulatory and legislative developments; and + Supporting M&A due diligence and integration. **What you have** + JD from an accredited US law school. Admission to and in good standing with the state bar of at least one US state. + 15+ years of relevant… more
    Charles Schwab (05/29/25)
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