Fiduciary Officer II - Atlanta, GA

This position collaborates with the relationship team to provide fiduciary services to high net worth clients with · focus on relationship expansion and retention. · Fiduciary Management - Administers personal trust accounts. · Relationship Management - Drives ongoing client ser ...

SHR Talent is partnering with a leading independent trust and wealth management firm in Atlanta to find a Trust Officer for their growing team. · ...

A highly experienced tax professional with specialized fiduciary, trust, and estate expertise leads preparation and review of trust and estate returns. · Prepare and conduct initial reviews of 1041 trust and estate income tax returns. · Prepare fiduciary accountings with working ...

A highly experienced tax professional with specialized fiduciary, trust, · and estate expertise leading preparation and review of trust · and estate returns, fiduciary accountings, · and advanced high-net-worth tax planning. · ...

A highly experienced tax professional with specialized fiduciary, trust, and estate expertise leads preparation and review of trust and estate returns, fiduciary accountings, · and advanced high-net-worth tax planning while delivering exceptional client service. · ...

We are seeking a Senior Tax Associate to join our high-net-worth tax team. The successful candidate will prepare and conduct initial reviews of trust and estate income tax returns, fiduciary accountings, and complex high-net-worth tax assignments. · Prepare and conduct initial re ...

This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books ...

Highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience and advanced credentials (CPA required; EA, CFTA, CFP, PFS or PFP strongly preferred). · Reviews and evaluates HNW referrals. · ...

+ A highly experienced tax professional with at least eight years of fiduciary and high-net-worth tax experience and advanced credentials (CPA required; EA, CFTA, CFP, PFS or PFP strongly preferred). · + · Competitive salary commensurate with senior-level HNW expertise. · ...

The VP of Investments will lead the Family Office investment and portfolio management platform to preserve and grow multi-generational wealth. · ...

Prepare and conduct initial reviews of trust and estate income tax returns and fiduciary accountings. · ...

Sr. Asociado Tributario - Alta Riqueza - Atlanta · An experienced tax professional with at least three years of public accounting experience and eligibility to sit for the CPA exam. · ...

This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. · ...

Harrison LLP is a national law firm specializing in private wealth planning and preservation. · We are seeking an experienced Georgia-barred litigation attorney with 4–6+ years of substantive litigation experience to support a busy fiduciary litigation practice on a contract basi ...

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. · The Opportunity · EY is a leader in serving th ...

+Job summary · The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. · +Bachelor's degree required. · Proven interest in financial markets preferred. · ...

We foster a healthy, collaborative work environment where every team member is respected and valued. · ...

The Cox Family is a multi-generational family based in Atlanta with a diverse portfolio of operating companies and family investments across various sectors and asset classes. The VP of Investments will be responsible for leadership of the Family Office investment platform. · Res ...

The Trust Manager is a leader and an individual contributor who administers trust accounts and oversees less experienced team members engaged in trust administration. The role involves supervising and coaching the team of Trust Officers and Trust Associates to advance talent and ...

Allworth Financial is seeking a growth-oriented, relationship-driven Financial Advisor to join our Kennesaw, Georgia office. · ...