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Tax Manager - Trust & Estates Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of completion. Keep the Partner informed on a timely basis as to all important engagement developments including; major problems that occur, with all of the facts, their conclusions and recommendations. Deal dir...
Wealth Management, Trust & Estates - Trust Administrator Job in New York: H1: Join Our Team as a Trust Administrator in New York! H2: Wealth Management, Trust & Estates - Trust Administrator Job Description - Trust Administrator position in the Global Trusts & Estates Practice - Responsible for delivering Trusts and Estates services under the supervision of a Trust Officer - Work with a diverse range of clients and contribute to a team with a long history of excell
Salary: $120,000 - $150,000 per year Department: Company Company: Bank of America Experience: Minimum 5 years of trust administration and estate planning experience Senior Trust Officer - Manage Fiduciary & Investment Accounts for High-Net-Worth Clients Job Description: At Bank of America, we are committed to making financial lives better for our clients by building strong connections and delivering responsible growth. We strive to create a diverse and inclusive w
Wealth Strategies Advisor Salary: Competitive Job Title: Wealth Strategies Advisor Experience: Minimum 7 years of planning-related work experience desired Company: Bank of America Responsible Growth: - Ensuring a diverse and inclusive workplace for all employees - Offering competitive benefits to support physical, emotional, and financial well-being Multi-Faceted Approach for Flexibility: - Depending on roles within the organization - Encouraging teamwork and co
Senior Trust Officer - Manage fiduciary and investment management accounts for high-net-worth clients and beneficiaries in multi-generational families Salary: - Competitive salary based on experience and qualifications - Comprehensive benefits package including health, dental, and vision insurance, retirement plans, and paid time off Job Title: - Senior Trust Officer Experience: - Minimum of 5 years of trust administration and estate planning experience - Bachel
Wealth Strategies Advisor - Responsible Growth at Bank of America Key Responsibilities: - Leads the wealth planning engagement process with clients from start to finish - Develops holistic, integrated planning strategies for high- and ultra-high net worth clients - Expands existing client relationships and assists Advisors in new business opportunities - Demonstrates advanced technical knowledge across a broad range of wealth planning topics - Builds a network with lo
Tax Manager - Trust & Estates Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of completion. Keep the Partner informed on a timely basis as to all important engagement developments including; major problems that occur, with all of the facts, their conclusions and recommendations. Deal dir...