- Wipfli LLP (Green Bay, WI)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... issues and/or opportunities in engagements and discuss with engagement leader + Use data analysis skills to discover useful...by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax… more
- Wipfli LLP (Minneapolis, MN)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... issues and/or opportunities in engagements and discuss with engagement leader + Perform a limited number of tax...Room is strongly desired Bridgette Kahny, from our recruiting team , will be guiding you through this process. Visit… more
- Wipfli LLP (Missoula, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... issues and/or opportunities in engagements and discuss with engagement leader + Use data analysis skills to discover useful...by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax… more
- Bank OZK (Little Rock, AR)
- …much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative ... even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated … 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
- Wells Fargo (Las Vegas, NV)
- …influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals. + Lead team to achieve business ... **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client &...(wellsfargojobs.com) **In this role, you will:** + Oversee a team of fiduciary professionals responsible for the… 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 (Plymouth Meeting, PA)
- …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 (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and ... delivers sophisticated fiduciary solutions, using relationship team model, to...bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary … more
- Wells Fargo (Philadelphia, PA)
- …Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment ... (wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team -based environment, including analyzing trust and… more
