- Robert Half Finance & Accounting (Chicago, IL)
- …a work-life balance. Job Description: The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business ... of two wealthy families, including business entities, trusts, individuals and foundations. The Manager position reports to the Group Leader and works well with all… more
- Robert Half Finance & Accounting (South Burlington, VT)
- Description Small to mid sized cpa firm in Burlington, VT is seeking a Tax Manager due to an upcoming retirement. Responsibilities include: primarily working on ... very complex individual returns; some corporate tax returns; exposure to trust and estates;...managing a staff; and other duties typical of a tax manager . Relocation assistance is available. Requirements… more
- ADP (Maitland, FL)
- …will be accepted until 10/30/25 ADP is hiring a **Sales Representative for R&D Tax Credits.** + **As a sales professional, are you ready to help businesses capture ... significant financial savings through Tax Credits?** + **Do you want a lasting career...+ Military experience -- skills including teamwork, resilience, negotiation, trust -building, and a "never lose" mentality will help you… more
- Cherry Bekaert (Spring, TX)
- As an International Tax Manager specializing in Transfer Pricing, you will oversee the delivery of compliance documentation and support the design and ... experience, with demonstrated project management and supervisory skills. + Experience with tax research databases and transfer pricing software is a plus. + Strong… more
- Commerce Bank (St. Louis, MO)
- …goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's ... provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- Comerica (New York, NY)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. ... Job Description Trust Administrator II- Special Needs SolutionsThe Trust...The position is responsible for serving as a relationship manager to most routine and standard client relationships for… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as...Advisor I is responsible for serving as a relationship manager for a book of business by providing by… more
- Edward Jones (Tempe, AZ)
- …clients' needs and deliver an excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and ... may close early due to the volume of applicants. **Team Overview:** Edward Jones Trust Company provides a full range of trust , investment management, and custody… more
- Truist (Atlanta, GA)
- …and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial ... Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. Ensures … more