- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- 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,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... and good working knowledge of estate, gift, and GST tax and fiduciary income tax ....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… 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
- Comerica (Palm Beach Gardens, FL)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth...characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- TD Bank (Manchester, NH)
- …guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains knowledge of fiduciary income ... Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Robert Half Management Resources (Foster City, CA)
- Description We are looking for a skilled Tax Manager to join our team on a consulting basis in Foster City, California. This position involves overseeing the ... regulations. The ideal candidate will bring expertise in corporate, partnership, and fiduciary tax returns, along with strong organizational and communication… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … more