- First Horizon Bank (Lafayette, LA)
- …site as described in posting. **Summary** As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth ... and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client… more
- BlackRock (San Francisco, CA)
- …purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn ... appropriate internal partners + Serves as connector between client, Relationship Manager , and broader organization to ensure delivery of client change activities,… more
- CIBC (Chicago, IL)
- …offer focuses on integrated relationship management, where Investment Management Trust, Fiduciary , Asset Management, and Wealth Strategies teams work together to ... and Community Banking solutions to clients. **What you'll be doing** The Manager , People Change Management (PCM) is responsible for leading the development and… more
- Robert Half Finance & Accounting (Bellingham, MA)
- Description We are looking for an experienced Tax Manager to join our team in Bellingham, Massachusetts. In this role, you will oversee complex tax engagements and ... ensuring compliance with regulations. * Prepare and file corporate, fiduciary , charitable, partnership, and individual tax returns, focusing on resolving… more
- Neuberger Berman (New York, NY)
- …role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $538 billion… more
- Wipfli LLP (Denver, CO)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... and Abilities Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors Degree in Accounting… more
- Wipfli LLP (Detroit, MI)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... and Abilities Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors Degree in Accounting… more
- Deloitte (Denver, CO)
- …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 reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced, and growth-oriented National ESOP (Employee Stock Ownership Plan) Lender and Subject Matter ... as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought Leadership & Brand… more
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic… more