- 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 ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… 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 ... disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- TD Bank (Greenville, SC)
- …Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, ... relationship management, and planning for an assigned section of individual tax clients and trusts and estates. Works closely with Trust Officers and Investment… more
- State of Colorado (Denver, CO)
- …Director of the Film Office. The position will report to the Senior Program Manager for Tax Credit Administration in the Business Funding and Incentives team ... and public information requests under tight deadlines. + Taking a fiduciary perspective on the tax credit application and issuance processes and ensuring that … more
- Wolters Kluwer (Tampa, FL)
- …bank/wealth management organizations contracted with the Trust organization to provide overall fiduciary tax functions. This includes: 1) Production and filing ... on more complex topics. **_ESSENTIAL DUTIES AND RESPONSIBILITIES_** . Assists Trust Tax Outsourcing Manager with day-to-day activities to ensure: 1) generation… more
- First Horizon Bank (Knoxville, TN)
- …of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment ... listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high… more
- Bank of America (Chicago, IL)
- …of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, ... Fiduciary Tax Services ( Tax ), Portfolio Managers, etc., as...called upon to handle tasks delegated by Trust Settlement Manager or Director. **Qualifications** **:** + BS/BA degree or… more
- Truist (Atlanta, GA)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- Commerce Bank (Kansas City, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate planning, insurance, lending, credit and banking ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.… more
- NBT Bank (Manchester, NH)
- …ability to identify, target and secure new customers. + Strong knowledge of fiduciary laws, tax considerations and regulatory requirements. + Completion of ... and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance… more