- Wells Fargo (Long Beach, CA)
- …is seeking a Senior Lead Business Accountability Specialist with legal and tax experience to focus on technical aspects of charitable planning and apply deep ... knowledge and skills relating to trusts, estates, tax , and fiduciary law in reviewing charitable...Senior Lead Business Accountability Specialist on the BL&T Fiduciary Oversight team, you will provide technical fiduciary… more
- Wells Fargo (San Francisco, CA)
- …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth … more
- Deloitte (Los Angeles, CA)
- …Wealth practice! Recruiting for this role ends on May 31, 2026. 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
- Zions Bancorporation (Irvine, CA)
- …Bankers + Private Bankers + Commercial Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services ... to leading with financial planning with all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth … more
- Robert Half Office Team (San Diego, CA)
- …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... follow-ups Invoice & Billing Review + Track and review fiduciary invoices as needed Alternative Investments + Coordinate subscription...online access + Conduct quarterly reviews and upload K-1s Tax Coordination + Distribute tax documents to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role collaborates with senior advisors, ... Provide holistic financial advice covering investment management, estate planning, tax strategies, and philanthropic planning. + Maintain regular communication with… 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, Colorado...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more