Senior Trust & Estate Settlement Manager
$98k - $127.06kBusey Bank
A financial services institution located in Texas seeks a Trust and Estate Settlement Advisor to oversee and manage estate settlement accounts. This role involves ensuring compliance with trust laws and fostering relationships with beneficiaries, attorneys, and accountants. The ideal candidate has a minimum of 5 years in estate settlement, alongside a degree preferably in law or taxation. A competitive salary ranging from $98,000 to $127,055 annually is offered, alongside a robust benefits package including retirement plans and health insurance. #J-18808-Ljbffr Busey Bank
$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: As one of Virginia's growing and most respected...SeniorPart timeLocal areaRemote workFlexible hours- Head Of Debt Commercial Real Estate Asset Management As the Head of Debt Commercial Real Estate Asset... ...debt portfolio, spanning low leverage senior loans to mezzanine positions and lead,... ...Borrowers and Investors, fostering trust, transparency, and superior customer service...Senior
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full time... ...now and in the future. As a Senior Manager, you'll work as part... ...clients and stakeholders to build trust. Uphold the firm's code of... ...As part of the Real Estate team you are expected to provide...SeniorFull timeH1bLocal areaOverseas$147.4k - $336.8k
...key responsibilities There isn't an average day for a Real Estate Tax Senior Manager - so you're likely to spend your time on a variety of tax planning... ...current market trends, to maintain your credibility as a trusted advisor Building client relationships and demonstrating...SeniorSummer holidayFlexible hours- A leading accounting firm in Dallas, Texas, is seeking a Tax Manager. This role involves technical reviews of tax returns for high-net-worth individuals and managing complex client engagements. The position also focuses on team development and compliance with tax laws....SeniorFlexible hours
- A leading global financial services firm based in Dallas is seeking a Loan Asset Management Senior Associate / Junior Vice President to manage a diversified commercial real estate loan portfolio. The ideal candidate will have over 3 years of experience in real estate loan...Senior
- Nokia is seeking an experienced project manager in Dallas, Texas, to lead the development of real estate strategies for lab and office fit-outs. You will manage the project lifecycle and ensure alignment with workplace standards and corporate objectives. The ideal candidate...SeniorWork at office
$98k - $127.06k
Busey is seeking a Trust and Estate Settlement Advisor in Dallas, Texas. This role involves overseeing personal trust and estate settlement accounts... ...with clients and professionals to ensure effective management of client needs. The ideal candidate will possess a strong...Senior$125k - $250k
...industry * You will have the flexibility to manage your days in support of our commitment to... ...income tax issues, including real estate tax, partnerships, REITs, S corporations,... ...Experience working with Delaware Statutory Trusts * Strong analytical and writing skills...SeniorLocal area- Rsm Us Llp. in Dallas is seeking a Supervisor for their Internal Audit Risk Consulting in Trust/Wealth Management. You will develop client relationships, conduct internal control tests, and model the core RSM values. The role requires strong industry knowledge in trust/...Senior
- Westwood Holdings Group, Inc. is seeking a Senior Trust Operations Analyst in Dallas, Texas. This role is responsible for complex transaction... ...5 years of experience in client service, including Trust Management. Offers a competitive salary and benefits in a collaborative...Senior
- MOHR Talent is seeking a Fiduciary Relationship Manager in Dallas, TX, to oversee client relationships involving Special Needs Trusts. This role combines technical trust administration expertise with relationship management, requiring 7+ years of fiduciary experience. You...Senior
- Ernst & Young Oman is looking for a Real Estate Tax Senior Manager in the Dallas, Texas area. This role involves leading diverse tax planning projects, managing a skilled team, and providing expert tax advice to clients. Candidates should have a bachelor’s degree and CPA...SeniorFlexible hours
- ...Tax Senior Manager - CRE [Commercial Real Estate] Opportunity ID 9053 Department Tax Location(s) Dallas State... ...designed to better serve the people who live, work, and trust within their spaces. WHY COHNREZNICK? At...SeniorLocal areaFlexible hours3 days per week
- BOK Financial is looking for an Institutional Wealth Management Corporate Trust Relationship Manager IV in Dallas, Texas. This role focuses on managing client relationships for our largest accounts, analyzing fees for profitability, and coordinating services across bank...Senior
- Mohr Talent is seeking an experienced Senior Trust Officer specializing in Special Needs Trusts in Dallas, TX. This role involves overseeing a portfolio of trusts while managing relationships with beneficiaries and advising families. Ideal candidates will have extensive...Senior
- ...experienced investment team member to source, evaluate, and execute real estate investment opportunities including acquisitions and M&A. The... ...developing business strategies, conducting due diligence, and managing end-to-end transactions. A degree in a related field is...Senior
$88.9k - $168.3k
RSM US LLP is seeking a Supervisor for our trust/wealth management internal audit practice in Dallas, Texas. The ideal candidate should have at least 4 years of relevant experience and a Bachelor’s or Master’s Degree. Responsibilities include interacting with clients, preparing...SeniorRemote jobFlexible hours- JPMorgan Chase & Co. is seeking a qualified professional to manage trust and estate accounts in Dallas, Texas. Responsibilities include opening accounts, developing client relationships, and ensuring compliance with legal and tax requirements. The ideal candidate will have...Senior
- Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management client relationships, retaining clients, and providing comprehensive administration of accounts....SeniorFull timeFlexible hours
- EY is seeking a Real Estate Tax Senior Manager in Dallas, Texas to lead tax planning projects for diverse clients. The role requires 7-10 years of experience in real estate tax, with strong management and consulting skills. You will supervise teams, provide strategic tax...SeniorFlexible hours
$149.52k - $175.9k
## Senior Relationship Manager - Middle Market Commercial Real EstateApplylocations: Dallas, TX: Houston... ...serves as a senior producer and trusted advisor responsible for managing, growing... ...of middle market commercial real estate relationships. This role focuses on establishing...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...brand-led growth with disciplined financial management, supporting franchise partners through... ...Overview Reporting to the Director of Real Estate, the Real Estate Manager plays a critical... ...skills; proven ability to build trust with franchisees, brokers, and landlords....Local areaFlexible hours
$149.52k - $175.9k
...Senior Relationship Manager At U.S. Bank, we're on a journey to do our best. Helping the customers... ...Manager serves as a senior producer and trusted advisor responsible for managing,... ...portfolio of middle market commercial real estate relationships. This role focuses on...SeniorWork at officeLocal areaRemote workFlexible hours3 days per week- ...Senior Relationship Manager At U.S. Bank, we're on a journey to do our best. Helping the customers... ...Manager serves as a senior producer and trusted advisor responsible for managing,... ...portfolio of middle market commercial real estate relationships. This role focuses on...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Senior Manager, Real Estate Tax A leading U.S. real estate management company, unique for its focus on commercial real estate, is looking to hire a Senior Manager, Real Estate Tax to their corporate tax team. The Senior Manager, Real Estate Tax, will be responsible...SeniorFull time
$150k - $300k
A leading technology company is seeking a Principal Consultant to lead Zero Trust architecture designs with a focus on Zscaler implementations. The ideal candidate will have 8-12 years of experience and deep expertise in secure access transitions. Responsibilities include...$130k - $155k
Senior Trust Officer - Special Needs | Dallas, Texas This is a rare opportunity... ...Serve as the primary relationship manager for complex trust and estate accounts Interpret trust documents... ...financial advisors Navigate estate settlement matters, distributions, and trust...SeniorLocal areaRemote work$130k - $155k
...organization is seeking an experienced Senior Trust Officer specializing in Special Needs Trusts... ...expertise and high-touch relationship management. The ideal candidate will possess deep... ...beneficiaries, families, caregivers, estate planning attorneys, and financial...SeniorWork at officeLocal areaRemote work- ...Senior Trust Officer Austin, TX, US, 73301 Plano, TX, US, 75023 Houston, TX, US, 77001 San Antonio... ...profitable personal trust, custody and estate, investment agency and IRA accounts. Works closely with Portfolio Managers, Specialty Asset Managers, and external advisors...SeniorLocal area
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