- Bank of America (Dallas, TX)
- …as well as COIs and other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance + Strong ability to work ... Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, North… more
- Wells Fargo (Dallas, 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...is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo |… more
- 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...control development + Serve as a subject-matter expert on fiduciary administration for moderately complex accounts, and Provide guidance… more
- 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 (San Antonio, 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
- Bank OZK (Dallas, TX)
- …through effective communication related to carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well ... Job Purpose & Scope Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing...+ Knowledge of federal income, estate, gift, and GST tax ; multi-state estate and tax planning issues.… more
- JPMorgan Chase (Dallas, TX)
- …other advanced degree is a plus; JD preferred + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- JPMorgan Chase (Dallas, TX)
- …is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our ... wealthiest families as wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150… more
- Raymond James Financial, Inc. (Houston, TX)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- 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
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