- Truist (Atlanta, GA)
- …of risk program requirements, primarily in support of Truist Wealth 's fiduciary businesses, including Wealth Fiduciary (personal trust), Institutional ... as risk Subject Matter Expert (SME) to assigned Business Units, primarily Wealth Fiduciary (personal trust), Institutional Investment Management, and Corporate… more
- Wells Fargo (Minneapolis, MN)
- …partners (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via ... (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) -...techniques and fiduciary laws; in-depth knowledge of fiduciary income tax **Job Expectations:** + Individuals… more
- KeyBank (Seattle, WA)
- … Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. Designs and delivers sophisticated ... duties and responsibilities of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment to trust matters.… more
- KeyBank (Pepper Pike, OH)
- … Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. - Designs and delivers sophisticated ... strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance...bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary … more
- Wells Fargo (Minneapolis, MN)
- …Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist, 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
- Bank OZK (Charlotte, NC)
- … tax and legal partners. + Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance and interaction ... Officers. Essential Job Functions + Provides support for assigned senior officer(s) for day-to-day administration of fiduciary ...with third party fiduciary tax preparation services. + Performs tasks… more
- Wells Fargo (Winston Salem, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust… more
- Deloitte (Denver, CO)
- …Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- TD Bank (Manchester, NH)
- …**Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... file returns, and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and… more
- CIBC (New York, NY)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Wealth Strategist, you are responsible for supporting and ... with Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth...written and graphical summaries + Research and review of fiduciary and tax issues + Support the… more