Senior Trust Officer: Client Relationships & Estate Services
gpac
gpac is seeking a Trust Officer to service trusts and investments in a relationship-driven role. You will manage trust accounts for private and corporate clients, coordinating with advisors, attorneys, and internal teams to ensure accurate distributions and compliance with governing documents. The position emphasizes collaboration, extensive knowledge of trust administration, and potential mentorship across generations of clients. Competitive salary and bonus opportunities accompany this role. #J-18808-Ljbffr gpac
$160k - $200k
....EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis... ..., trusts, estates, family offices, and closely held business... ...engagements, build trusted client relationships, support business development...SeniorFull timeLocal area- EisnerAmper LLP in Minneapolis, MN seeks a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team. You will oversee complex... ...multiple client engagements, develop trusted advisor relationships, and contribute to business development while...Senior
$124k - $335k
...PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...efficiencies. As a Senior Manager you are to lead... ...responsible for building trust with multi-level teams... ...networks of client relationships- Managing resource requirements...SeniorFull timeH1b- ...Minneapolis is looking for a Senior Environmental Air Specialist... ...air permitting and compliance services to the industrial, power, commercial... ...quality impact analyses and client needs through the project... ...the development of client relationships.Lead preparation of air permit...SeniorFor contractorsLocal area
- ...Financial Corporation is seeking a Senior Corporate Trust Associate Relationship Manager to support its Corporate... ...municipal bond trusteeship and agency services. The role involves collaborating... ...UMB systems, and responding to client inquiries while coordinating with...Senior
- EisnerAmper seeks a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. The successful candidate will... ..., while mentoring staff and developing client relationships. You will work within a national PCS platform,...SeniorLocal area
$122k - $170k
...Arrangement: In-office or Hybrid A Day... ...the LifeAs a Senior Tax Manager, you... ...for working with clients to assist them... ...gift, estate and fiduciary tax... ...Managing client relationships internally and... ...Wealth Transition Services team on various... ...and corporate trust companies.You are...SeniorWork at officeLocal areaVisa sponsorship- Job Summary:Private Client Services at BDO is a... ...their families, family offices, C-Suite executives... ...in all aspects of estate, income, gift, and trust tax consulting and... ...insurance planning.A Tax Senior Manager, Private... ...trainingBuilds new relationships and maintains existing...SeniorPrivate practiceWork at office
- Job Summary:Private Client Services at BDO is a... ...their families, family offices, C-Suite executives... ...in all aspects of estate, income, gift, and trust tax consulting and... ....A Tax Experienced Senior, Private Client Services... ...trainingBuilds new relationships with other professionals...SeniorPrivate practiceWork at office
- ...Job Description Job Description Senior Air Quality Specialist / Engineer – Environmental Services Location: Minneapolis, MN Travel: ~10% Competitive... ...technical leadership while supporting client relationships and project delivery. Responsibilities...Senior
$147.4k - $336.8k
...Country Overview The Real Estate Tax Senior Manager will apply... ...projects for a diverse client base, providing up‑to‑the... ...credibility as a trusted advisor. Building client relationships and demonstrating deep... ...within a professional services environment. Extensive...SeniorSeasonal workFlexible hours$84k - $110k
Job Summary Private Client Services at BDO is a... ..., families, family offices, C‑suite executives... ...practice provides estate, income, gift, and trust tax consulting and... ...insurance planning. A Tax Senior in Private Client Services... ...and build new relationships with other...SeniorWork at office$132.7k - $303.2k
...the global financial services marketplace and the only... ...side with a range of clients from our most venerable... ..., Insurance, and Real Estate, Hospitality and... ...financial institutions are trusted and flourish, and the... ...contribute — building new relationships and discovering the...SeniorWork experience placementSummer holidayFlexible hours- UMB Bank’s Corporate Trust team is seeking a Senior Corporate Trust Associate Relationship Manager to support the client-facing function with meticulous administrative tasks and cross-functional coordination. The role focuses on delivering an exceptional client experience...Senior
- ...banking professional to service trusts and investments. This is a relationship-based role, where customers... ...trust accounts. Trust Officer Qualifications Bachelor'... ...building with advisors, clients, and attorneys,... ...ensure timely and accurate estate settlement including review...
- ...Minneapolis, MN seeks a Loan Agency specialist with a strong client-service focus. Responsibilities include daily loan administration, onboarding... ...and regulatory standards. Significant experience in corporate trust or loan agency is preferred, with a Bachelor’s degree #J-1880...SeniorDaily paid
$59.09k - $86.92k
UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider... ...entities and individuals. The Senior Corporate Trust Associate Relationship Manager role supports our Corporate... ...Managers and working with clients to deliver the unparalleled customer...SeniorWork experience placementBank staffLocal areaFlexible hours$150k - $210k
...and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families... ..., as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures...SeniorFull timeFixed term contractLocal area- ...Join to apply for the Tax Senior Associate role at EisnerAmper... ...Associate to join the Private Client Services (PCS) team. This role is to... ...based out of our Minneapolis office. We are seeking someone who... ...tax returns for individuals, trust/estates, and or entities Preferred/...SeniorTemporary workWork at officeLocal area
- ...Subpart F, GILTI, PFIC, PTEP, and FTC, including *962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities Develop tax planning...SeniorFixed term contractLocal area
$85k - $145k
COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENTWHAT IS THE OPPORTUNITY... ...investment products and services including associated ERISA... ...knowledge in branch operations, client relationship and risk management with a... ...knowledge of bank back office processes and systems required...SeniorRemote work$75k - $100k
...EisnerAmper Tax Senior Associate At EisnerAmper, we look for... ...Associate to join the Private Client Services (PCS) team. This role is to... ...out of our Minneapolis office. We are seeking someone who... ...tax returns for individuals, trust/estates, and or entities Preferred...SeniorTemporary workWork at officeLocal area- ...its reputation on excellent service and integrity since its inception... ....Job Description:An oncology Senior MSL will, with a high level... ...and maintain professional relationships with prominent healthcare providers... ...makers as they relate to Client's products.The candidate in this...Senior
$122k - $170k
Eide Bailly is seeking a Senior Tax Manager in Minneapolis, MN, responsible for assisting clients with wealth transition strategies. The role includes reviewing tax... ...returns, coaching staff, and managing client relationships. Ideal candidates have a Bachelor's in...Senior$99k - $266k
...career within International Tax Services will provide you with the... ...Practice Support team advises PwC Client Services team advises clients... ...meaningful client relationships, and inspiring your team while... ...Supervising teams and creating trust- Seeking diverse views for improvement...Full timeH1bLocal area$100k
...Description Title: Senior Manager, Client Services Location: Remote-US Salary... ...tests. Delivered with trusted science and the very best... ...team that oversee client relationships for credentialing clients.... ...to Friday during general office hours, with availability to...SeniorPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift- ...What We’ll Build Together Kobie’s Client Services team operates at the intersection of... ...market intelligence, and enterprise relationship leadership. As Senior Director, Client Services for the... ...Relationship Management Serve as a trusted advisor, providing clarity, thought...SeniorTemporary workRemote workFlexible hoursShift work
$112.2k - $159.4k
...and leadership to the Technology and Security Services as it relates to Security and Regulatory... ...Ability to work across the organization, building relationships and influencing peers and management through establishing trust and credibility. Applies sound judgment and...SeniorFull timeTemporary workFor contractors- Wilmington Trust is seeking a skilled Relationship Manager for Minneapolis to oversee client relationships and the daily administration of Global Capital Markets accounts,... ...balancing complex risk, regulatory demands, and service excellence. You will coordinate with internal...Senior
$88k - $118k
Senior Regulatory Compliance Consultant job at Wipfli. Minneapolis... ...in flexibility. We focus on relationships. We encourage each individual... ...state of MN. About 20% travel to client locations in WI, IL, and/or... ...approach to assist financial services clients to develop and...SeniorTemporary workLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer: Client Relationships & Estate Services. Be the first to apply!
- srs distribution Minneapolis, MN
- senior associate architect Minneapolis, MN
- senior dynamics crm developer Minneapolis, MN
- senior application security Minneapolis, MN
- senior account director Minneapolis, MN
- sr hr business partner Minneapolis, MN
- senior supervisor Minneapolis, MN
- senior plumbing designer Minneapolis, MN
- senior sales representative Minneapolis, MN
- senior advisor Minneapolis, MN


