VP, Fiduciary Tax
7 days ago
A leading wealth management firm in California is seeking a VP, Fiduciary Tax Manager to oversee fiduciary tax reporting and compliance. The role involves managing tax return preparation and ensuring adherence to fiduciary standards. Requires over 10 years of experience in fiduciary tax and trust administration, along with strong leadership and communication skills. The position offers a competitive salary of $120,819 to $201,365, with comprehensive benefits including health and retirement options.
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VP, Fiduciary Tax Manager
7 days ago
San Diego, United States LPL Financial Full timeWhat if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step,...
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Senior Fiduciary Relationship Executive
3 weeks ago
San Diego, United States LPL Financial Full timeA leading financial services firm is looking for a VP, Senior Relationship Manager in San Diego. This role requires 10+ years of experience in estate planning and wealth management, involving fiduciary expertise and strong relationship management skills. Responsibilities include supporting business development, managing relationships with high-profile...
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VP, Senior Trust
3 weeks ago
San Diego, United States LPL Financial Full timeA leading financial services firm in California is looking for a VP, Senior Relationship Manager. The role involves managing fiduciary relationships, supporting business development, and providing comprehensive account onboarding services. With a focus on high-net-worth individuals, the ideal candidate will possess over 10 years of experience in wealth...
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VP, Senior Relationship Manager
3 weeks ago
San Diego, United States LPL Financial Full timeJob Overview الوزن We are currently looking to hire a Yu VP, Senior Relationship Manager within The Private Trust Company. Fiduciary relationship expert to serve as a relationship manager supporting the business development and account onboarding process from end to end, ensuring seamless transitions, appropriate expectations and solutions for all...
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Senior Fiduciary Coordinator
1 week ago
San Diego, CA, United States Wells Fargo Full timeAbout this role: At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and...
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Tax Director
4 weeks ago
San Diego, United States EisnerAmper Full timeJob DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
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VP, Finance
4 hours ago
San Diego, United States Entertainment Places Full timeVP, Finance page is loaded## VP, Financelocations: SeaWorld San Diegotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR At SeaWorld, we're passionate about caring for animals. In fact, we've already rescued over 40,000 animals (and counting!). And we can save you from being stuck in just another job. Join us and help bring joy, excitement,...
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Tax Manager
2 weeks ago
San Jose, United States Regal Executive Search Full timeTax Manager - Family Wealth Department Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations. Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors...
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Tax Manager
7 days ago
San Jose, United States Regal Executive Search Full timeTax Manager - Family Wealth Department Career opportunity for a tax manager with specialization in compliance and consulting services to individuals, family groups, partnerships, estates, trusts and private foundations. Candidates will work closely with high net-worth individuals and their families, owners of closely-held businesses, executives, investors...
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Vp - financial planning - management
2 weeks ago
San Francisco, CA, United States NPA WorldWide Full timeJob description Act as a trusted advisor to UHNW individuals and families, providing holistic financial and investment advice. Conduct detailed financial planning covering estate, tax, and wealth transfer strategies. Monitor and review portfolios, ensuring they align with client goals and performance expectations. Collaborate with external advisors...