- EY (Akron, OH)
- …to go. Join EY and help to build a better working world. Tax - Business Tax Services Fiduciary / Trust & Estate Tax Administration Services - Financial ... Services Organization - Senior Manager The Opportunity EY is a leader in serving...the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client… more
- EY (Minneapolis, MN)
- …go. Join EY and help to build a better working world. Tax - Business Tax Services Fiduciary / Trust & Estate Tax Administration Services ("FTEAS") - ... Financial Services Organization - Services Manager The Opportunity EY is a...the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client… more
- UMB Bank (Kansas City, MO)
- …and federal laws and regulations related to financial industry and fiduciary services Demonstrates extensive knowledge of Trust and Financial services ... and accountants that enhance business opportunities. Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and… more
- Wipfli LLP (Minneapolis, MN)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... internal collaboration meetings. An understanding of trust agreement language and Uniform Principal and Income Act ("UPIA") will be essential to the role.… more
- Wipfli LLP (Southfield, MI)
- …of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending ... internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role.… more
- Edward Jones (St. Louis, MO)
- …related legal or financial services experience required Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management ... Trust Company provides a full range of trust , investment management, and custody services to...all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary… more
- US Bank (Fargo, ND)
- …counsel and strategic oversight for farm, ranch, and timber assets held in fiduciary accounts. The manager is responsible for portfolio management, team ... Job Description The Farm, Ranch, and Timber Asset Team Manager leads a specialized asset portfolio within the Personal... leads a specialized asset portfolio within the Personal Trust group, focusing on client trust and… more
- PNC (Cleveland, OH)
- …(trusts, estates, investment management, IRAs, etc.) Knowledge of 12 CFR 9, state trust and fiduciary laws, uniform trust code Specialized administration ... contribute to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance - AMG organization,...fiduciary tax requirements) Support requirements for PNC Delaware Trust Company and PNC Ohio Trust Company… more
- PNC (Phoenix, AZ)
- …the field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. As a Portfolio Associate at PNC, you will play a key role ... all relevant systems (CRM - Salesforce, Seismic, Co-Pilot, our proprietary trust system, FactSet, Tableau, etc.). Identify process improvement opportunities and… more
- PwC (Philadelphia, PA)
- …Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and ... The Opportunity As part of the Wealth Management Tax Services team you are going to lead the way...benefits through digitization, automation, and increased efficiencies. As a Manager you are going to supervise, develop, and coach… more
