• Special Needs Trust Manager

    Wells Fargo (Purchase, NY)
    …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
    Wells Fargo (09/16/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …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
    KeyBank (08/21/25)
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  • Key Private Bank Fiduciary Strategist

    KeyBank (Hartford, CT)
    …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
    KeyBank (09/02/25)
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  • Fiduciary Officer

    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 ... and good working knowledge of estate, gift, and GST tax and fiduciary income tax ....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
    Neuberger Berman (07/31/25)
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  • Trust Advisor II - Personal Fiduciary

    Comerica (New York, NY)
    …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
    Comerica (07/19/25)
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  • Tax Senior / Tax Manager

    Robert Half Finance & Accounting (Timonium, MD)
    Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in Northern ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager ...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
    Robert Half Finance & Accounting (09/17/25)
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  • Tax Manager - Public

    Robert Half Finance & Accounting (Green Bay, WI)
    Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, ... planning and compliance. * Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings. * Strong knowledge of tax more
    Robert Half Finance & Accounting (09/22/25)
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  • Tax Manager

    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 (08/01/25)
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  • Trust Tax Manager

    Robert Half Finance & Accounting (Wilmington, DE)
    …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax more
    Robert Half Finance & Accounting (09/16/25)
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  • Sr Tax Manager

    Aston Carter (Lake Oswego, OR)
    Job Title: Sr Tax Manager Job Description We are seeking a dedicated and experienced Sr Tax Manager to join our team. This role is ideal for a tax ... needs and developing strategic solutions. + Prepare complex business, fiduciary , and individual tax returns. + Mentor and assist in the growth, development,… more
    Aston Carter (09/19/25)
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