- JPMorgan Chase (Chicago, IL)
- …practice and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, ... Join our Wealth Management team as the Trusts and Estates Tax...external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve… more
- JPMorgan Chase (Chicago, IL)
- …practice and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ... The Trusts & Estates and Tax Operations team within Wealth Management...offices and outside advisors to ensure complete and accurate fiduciary tax filings. **Job responsibilities** + Serve… more
- KeyBank (Hartford, CT)
- …other partners on all internal fiduciary issues + Work closely with Sales Leader , Regional Trust Director and local team members on pricing, client service, ... for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members...tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth… more
- KeyBank (Portland, ME)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- Wells Fargo (Austin, TX)
- …(wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team -based environment, including analyzing trust and ... for our fiduciary professionals. + Actively train and mentor junior team members. + Participate in marketing and development initiatives, in conjunction with … more
- Wells Fargo (Austin, TX)
- …Jobs and Careers at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Lead operational support for fiduciary professionals to administer a book of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Truist (Dallas, TX)
- …and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive team environment that fosters cooperation, trust ... support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to… more
- Robert Half Finance & Accounting (Bentonville, AR)
- …results for our clients. As a key leader , you will supervise a team of tax professionals, provide strategic guidance, and contribute to the overall success ... Zemrock directly at ### or through LinkedIn. Responsibilities: * Lead the day-to-day operations of the firm's tax... laws. * Prepare and review a range of tax returns, including corporate, partnership, fiduciary , and… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …tailored to their needs. * Provide expert guidance on fiduciary and trust tax matters for high-net-worth individuals. * Lead and mentor a team , ... including high-net-worth individual taxation. * Strong knowledge of estate tax laws and fiduciary tax ...skills with the ability to mentor and guide a team . * Proficiency in tax preparation software… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …organizations, delivering high-quality design and administration services. Responsibilities: * Lead comprehensive tax planning and compliance efforts for ... Support clients with trust and estate administration, ensuring accurate tax reporting. * Mentor team members at...and compliance. * Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings.… more