- Bank of America (Los Angeles, CA)
- … issues, responsible for publication of Practical Drafting, quarterly estate planning/ tax and fiduciary technical publication, provide line support in ... Regional Fiduciary Advisor Chicago, Illinois;Los Angeles, California; McLean, Virginia...partners + Technical expertise in areas of estate planning, tax , regulatory, legal and compliance + Strong ability to… more
- Bank of America (Los Angeles, CA)
- …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,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Deloitte (Los Angeles, CA)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a ... contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by… more
- Robert Half Finance & Accounting (Mountain View, CA)
- … Manager , Senior Manager , or Principal to identify and address technical tax issues, contributing to the resolution process. * Apply tax knowledge to ... is preferred. * Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related tax issues. * Strong analytical and… more
- TIAA (Redwood City, CA)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,...up not less than annually. + Serve as project manager over the trust digesting process (ie: prepares status… more
- Umpqua Bank (Walnut Creek, CA)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village,...and interests of Columbia Trust Company. The Trust Market Manager has responsibility for themanagement of the trust administrative… more
- Zions Bancorporation (Irvine, CA)
- …services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure… more
- City National Bank (Irvine, CA)
- …prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities ... business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed new relationships are within CNB's… more