- Wells Fargo (Palm Beach, FL)
- …of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, ... (IRA) **About this role:** Wells Fargo is seeking a Fiduciary Manager Working at Wells Fargo |...fiduciary oversight and answer moderately complex questions regarding trust taxability, document interpretation, and fiduciary risk… more
- KeyBank (Hartford, CT)
- …all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax -related issues and works with the client and external ... annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates...tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth… more
- Comerica (Palm Beach Gardens, FL)
- Job Description Trust Advisor IV - Ultra High Net WorthOur 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 Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by… more
- Bank of America (Dallas, TX)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... or Trust Company + Experience working with trust officers/ fiduciary specialists and making fiduciary...other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance… more
- Wells Fargo (Dallas, TX)
- …of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, ... with complex planning needs. May partner with a Relationship Manager or act as Relationship Manager in...+ Knowledge and understanding of financial and estate planning, fiduciary / trust , wealth transfer and investment understanding +… more
- 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 estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary...and good working knowledge of estate, gift, and GST tax and fiduciary income tax .… 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
- Robert Half Finance & Accounting (Wilmington, DE)
- …client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary...Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include… more
- Wipfli LLP (Denver, CO)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… more
- Wipfli LLP (Detroit, MI)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… more