- Wells Fargo (Dallas, TX)
- …**About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and ... under Regulation Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on… more
- Wells Fargo (New York, NY)
- …to oversee the delivery of its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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 ... any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset...and good working knowledge of estate, gift, and GST tax and fiduciary income tax .… more
- Robert Half Finance & Accounting (St. Petersburg, FL)
- Description We are looking for an experienced Senior Tax Manager to join our team in St Petersburg, Florida. In this role, you will play a key part in ... and career stability Responsibilities: * Review and prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and … more
- PNC (Pittsburgh, PA)
- … regulations, policies and procedures. May administer select accounts. + Supports senior fiduciary management to ensure the consistent execution of estate ... opportunity to contribute to the company's success. As a Senior Estate Settlement Manager within the PNC...and estate settlement strategies. Escalates significant risk issues to senior fiduciary management. + Ensures the consistent… 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 (Oakbrook Terrace, IL)
- …was just rated one of the top places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until you get to the best part: ... Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work...on departmental committees, as requested + Reporting to the senior members of your Client Service Team Requirements CANDIDATE… more
- Robert Half Finance & Accounting (Needham, MA)
- Description Job Title: Tax Manager and/or Senior Tax Manager Qualifications: To be considered for this position, applicants must hold a CPA ... Prepare federal and state individual, trust, partnership, and corporate tax returns. + Conduct tax research and...Excel and Word. * Adhere to high confidentiality and fiduciary standards. Interested candidates should apply here but can… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax ... and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal...* Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more