- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000 Essential Functions: 1. Performs… more
- Wells Fargo (Austin, TX)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,...(IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- LinkedIn (Omaha, NE)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...NE office location. We are looking for an experienced Senior Threat Investigator to lead our work tracking coordinated… more
- M&T Bank (Falls Church, VA)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- US Bank (Seattle, WA)
- …degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is not ... limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement,… more
- Truist (Williamsburg, VA)
- …and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, ... essential functions. 1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 10 + years of fiduciary experience, with… more
- Wipfli LLP (Lincolnshire, IL)
- …conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax laws and regulations, advising ... service and understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a… more
- Wipfli LLP (Southfield, MI)
- …conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax laws and regulations, advising ... service and understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate,… more
- Comerica (New York, NY)
- …Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. Compliance Meets all compliance requirements ... Job Description Trust Administrator II- Special Needs SolutionsThe Trust Administrator II role will be dedicated to the Special Needs Solution Team. The position… more