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Director, Gift Planning The candidate will manage a portfolio of 50 – 75 key major/planned giving prospects having an interest in a planned gift. As Primary or Secondary Gift Officer, provide ..
Senior Trust Officer The candidate coordinates and reviews trust agreements for personal and corporate trust accounts. In this role, will closely interaction with clients, accountants, attorneys and other intermediaries, as a ..
Tax Manager - Asset Management The ... business challenges Be a valued tax business advisor, focusing on day ... focusing on day to day tax matters with various clients ranging..
Chief Fiduciary Officer The candidate will be responsible for leading, managing, and supervising the delivery of fiduciary and agency services, including personal trust administration, tax preparation and filing, and investment management, ..
... and wealth strategies.DutiesDesign and implement advanced estate planning strategies, including dynasty ... accountants for integrated client solutions.Understand tax matters related to estates and ... to estates and trusts, including..