- Bank of America (Providence, RI)
- Fiduciary Tax Team Leader Providence, Rhode Island;Chicago, Illinois; Wilmington, Delaware; Conshohocken, Pennsylvania; Jacksonville, Florida **Job ... leading and mentoring a diverse team of tax associates who provide fiduciary tax...connects with others across the organization to achieve results ** Team Leader Responsibilities:** This position may also… more
- Wells Fargo (Minneapolis, MN)
- …streamlining section) Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth and ... approval of discretionary distributions + Act as a thought leader and culture carrier for the firm to influence...build an inclusive, collaborative and client-focused environment for our fiduciary professionals + Lead team … more
- Wells Fargo (Minneapolis, MN)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at ... (wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team -based environment, including analyzing trust and… 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 (Pepper Pike, OH)
- …goals. 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
- KeyBank (Palm Beach Gardens, FL)
- …goals. 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...of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment… more
- Wells Fargo (Wilmington, DE)
- …Serve as an escalation point for trust officers, financial advisors and clients. + Lead team in new business-related efforts and acquisitions. + Implement estate ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Truist (Raleigh, NC)
- …and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive team environment that fosters cooperation, trust ... support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to… more
- Robert Half Legal (San Francisco, CA)
- …returns and fiduciary income tax returns. * In-depth knowledge of gift tax regulations and fiduciary tax compliance. * Skilled in handling charitable ... client is looking for an experienced Estate Planning + Tax Attorney to join their team in...returns. * Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws. *… more
- TD Bank (Manchester, NH)
- …+ Requires management support only in complex or unusual situations + Manages PCS Income Tax Advisor + Team leader for selected region + Manages projects ... Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance,… more