- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit ... other Trust and Wealth Management Officers with trust and estate planning for their customers.... and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual… more
- Iowa Department of Administrative Services (State Of Iowa, IA)
- …from an accredited four-year college or university with a degree in accounting , banking, business, real estate , administration, economics, finance, information ... Financial Services Examiner- Trust Print (https://www.governmentjobs.com/careers/iowa/jobs/newprint/5054254) Financial Services Examiner- Trust Salary $72,238.40… more
- US Bank (Des Moines, IA)
- … fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting /reporting, and other regulatory compliance requirements + Basic ... for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities… more
- Deloitte (Des Moines, IA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...and industries/sectors you serve + 5+ years of public accounting experience (at least 3 years in investment management)… more
- Deloitte (Des Moines, IA)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more