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As a senior member of the Trust Resources Group, the Senior Wealth Manager provides oversight of the key fiduciary relationship leadership, adhering to governing documents, state laws, and regulations governing trusts.
$200,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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They are looking for an experienced CPA with at least 10 years of senior-level tax experience to handle complex individual and corporate tax returns, especially involving trusts and estates. Handle complex individual and corporate tax returns, trusts, and estates.
$125,000 - $165,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
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Receive formal PCS and on the job training in daily interactions with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell agreement planning, etc.
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The Trust Administrator is responsible for facilitating compassionate and knowledgeable communication with beneficiaries, advocates, family members, and service agencies regarding the disbursement of funds held in the PACT Pooled Trusts.
$30 - $40 an hourPart-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The ideal candidate will bring experience in handling a variety of estate and trust matters, demonstrating expertise in drafting legal documents, providing tax support, and assisting with the administration of trusts and probate estates.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships. Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect.
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The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Projects span across multiple Business Threads, including tax compliance and advisory service delivery for Corporate, Investment Management, Operating Flow-Through, Individuals, Estates & Trusts, and Indirect Tax services, as well as cross-thread activities such as Initiate, Manage and Close engagements.
$125,510 - $285,749 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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CPA or JD required; Master s in taxation preferred. As a Tax Manager, you will be expected to be the lead team member for tax compliance and tax planning for some of the firm s clients. We are seeking a talented tax professional to join the firm s tax practice in the Seattle/Bellevue market.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The CSS is responsible for completing custodian paperwork to establish accounts for individuals, trusts or entities, transfer funds via check requests, wires, SLOAs, or Money Links, update account names or addresses, initiate managed accounts, establish margin accounts, update beneficiaries, request IRA distributions, transfer assets in via ACAT, or edit cost basis information.
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Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts. The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.
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The Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
$102,000 - $172,600ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The attorney will draft and mark up various forms and how-to type practical guidance for a wide range of trusts & estates topics dealing specifically with wills, trusts, estates and probate administration.
RemoteExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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You will engage with multiple business teams to keep a pulse on latest bad actor trends and identify opportunities to strengthen Identity Trusts risk detection and risk mitigation efforts. You will engage with multiple business teams to keep a pulse on latest bad actor trends and identify opportunities to strengthen Identity Trusts risk detection and risk mitigation efforts.
$59,300 - $142,800 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago
trusts job in Seattle, WA
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