- Wells Fargo (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax … 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
- KeyBank (Toledo, 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
- US Bank (Kansas City, MO)
- … fiduciary advisory). + Minimum of 10 years of experience in HNW/UHNW wealth management (eg, wealth advisory, tax , account administration, management, ... excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies,… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth ... 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 (Palm Beach, FL)
- …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
- Truist (Atlanta, GA)
- … + Investments + Regional Trust Advisors + Trust Administration Advisors + Estates + Wealth Tax + Fiduciary Business Planning + Privately Held Investments ... offers exposure to senior leaders within the Wealth and Fiduciary Division and a support...dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates.… more
- Deloitte (Cleveland, OH)
- …Wealth practice! Recruiting for this role ends on May 31, 2026. 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
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal...external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve… more
- M&T Bank (Boston, MA)
- …and trust planning, wealth management/financial services, Federal transfer and/or income tax , business succession planning or in a fiduciary practice, or in ... trust planning, wealth management/financial services, Federal transfer and/or income tax , business succession planning or in a fiduciary practice Excellent… more