- US Bank (Milwaukee, WI)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners… more
- Thrivent Financial (Appleton, WI)
- …client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is...+ Stay current on developments in federal and state trust regulations, tax laws, fiduciary best practices… more
- Deloitte (Milwaukee, WI)
- …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 high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more