- Wipfli LLP (Southfield, MI)
- …delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be ... estate matters across a range of disciplines (such as trust and estate case law), using tax research products...such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide… 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 ... monitoring fees, execution, and delivery + Develop and maintain strong client relationships by providing exceptional service and understanding their business needs… 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 ... monitoring fees, execution, and delivery + Develop and maintain strong client relationships by providing exceptional service and understanding their business needs… more
- Regions Bank (Tampa, FL)
- …Responsibilities** + Administers and oversees the most complex transactions and client relationships, demonstrating a thorough understanding of client ... in sales presentations + Determines the financial viability and associated risks of client business + Oversees and provides exceptional service for client … more
- Ankura (WY)
- …a team of excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to ... fiduciaries, courts, and stakeholders in high-volume claims environments. Role Overview The Trust and Mass Torts Senior Managing Director role is an executive level… more
- Capital One (Columbus, OH)
- Senior Manager, Customer Trust & Field Security Specialist - Capital One Software (Remote) About the Role: We are seeking an experienced and detail-oriented Senior ... Manager with horizontal cybersecurity expertise to join our dynamic Customer Trust & Field Security team. This critical role acts as the security expert for our… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services...with tremendous initiative and accountability Ability to travel to client locations as needed; Ability to work under intensive… more
- Jacobs (Boston, MA)
- …to regional growth strategies. Attributes & Skills: * Relationship-focused - Builds trust and cultivates strong client and team relationships. * Empathetic ... Directors and cross-functional teams, helping to drive performance, ensure alignment with client objectives, and contribute to Jacobs' mission of creating a more… more
- Bloomberg (New York, NY)
- …commercial savvy, and industry influence in a role with real impact. **We'll** ** trust you to:** + Lead client engagement by delivering impactful presentations, ... New York - Financial Solutions Location New York Business Area Sales and Client Service Ref # 10044436 **Description & Requirements** Bloomberg is a global leader… more
- Robert Half (Denver, CO)
- …efficiency. You'll strengthen relationships and deepen your abilities to communicate, gain trust , and network with client personnel and professional associates. ... + Working with the project team, team leaders, project delivery leads, and client stakeholders to create stand-out Oracle Order to Cash and Fulfillment offerings… more