The official conference app for 18th Annual Jerry A. Kasner Estate Planning Symposium

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Jobs Posted on the Whova Community Board of 18th Annual Jerry A. Kasner Estate Planning Symposium

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Senior Lead Fiduciary Officer
Bank of the West
Recognized master in professional discipline. Implements strategic goals. Responsible for assisting the managing director with general management of the office, and also responsible for representing Bank of the West Wealth Management Group in its fiduciary capacity as Trustee, Executor or Agent under various forms of agreement. Has responsibility for the overall administration of personal trust accounts. Assigned accounts are generally of a varied complex nature.
Link: https://botw.taleo.net/careersection/external/jobdetail.ftl
Fiduciary Officer
Bank of the West
Responsible for fiduciary and client relationship management of individual Wealth Management accounts, including those where the Bank serves as Trustee, Executor or Agent and accounts under various forms of agreement, including agency, foundation, charitable, revocable, and irrevocable trust accounts. Has responsibility for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.
Link: https://botw.taleo.net/careersection/external/jobdetail.ftl
Personal Financial Services Tax Manager
Pricewaterhouse Coopers (PwC)
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

Develop new skills outside of comfort zone.
Act to resolve issues which prevent the team working effectively.
Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
Analyse complex ideas or proposals and build a range of meaningful recommendations.
Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
Address sub-standard work or work that does not meet firm's/client's expectations.
Use data and insights to inform conclusions and support decision-making.
Develop a point of view on key global trends, and how they impact clients.
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
Simplify complex messages, highlighting and summarising key points.
Uphold the firm's code of ethics and business conduct.
Link: https://jobs.us.pwc.com/job/new-york/personal-financial-services-tax-manager/932/33010961280
Personal Financial Services Tax Senior Manager
Pricewaterhouse Coopers (PwC)
As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
Deal effectively with ambiguous and unstructured problems and situations.
Initiate open and candid coaching conversations at all levels.
Move easily between big picture thinking and managing relevant detail.
Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
Contribute technical knowledge in area of specialism.
Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
Navigate the complexities of cross-border and/or diverse teams and engagements.
Initiate and lead open conversations with teams, clients and stakeholders to build trust.
Uphold the firm's code of ethics and business conduct.
Link: https://jobs.us.pwc.com/job/new-york/personal-financial-services-tax-senior-manager/932/33010962928
Trust Accountant
Alliance Trust Company of Nevada
Alliance Trust Company of Nevada is seeking to fill a full-time hybrid (remote/in-office) position within the tax department with a candidate possessing 3+ years of experience in public accounting. The ideal candidate would have a master’s degree in an accounting discipline. This position will expose the candidate to a wide variety of US and international tax issues and planning opportunities while still requiring a significant amount of hands-on work.
Alliance Trust Company of Nevada provides excellent room for growth and promotional opportunities within the company.

The candidate, at the basic level, would be involved in the technical review, and approval of federal and state tax returns for foreign and domestic trusts with Nevada situs. The candidate will also assist with internal audits and regulatory examinations of the Trust Company. The candidate would work with the organization’s leadership to identify opportunities for, and implementation of, process improvement.
Link: https://alliancetrustco.bamboohr.com/jobs/view.php?id=7&source=aWQ9NA==
Human Resource & Office Manager
Alliance Trust Company
Alliance Trust Company of Nevada is Nevada’s premier trust company, working with attorneys, financial advisors, CPAs, and insurance professionals from around the world to provide flexible trust services and the benefits of Nevada trust situs.

Alliance Trust Company of Nevada is seeking to fill a full-time Human Resource and Office Manager position with a candidate possessing a minimum of five years of combined HR and Office Management experience.

Our company emphasizes excellent customer service, positive employee experience, teamwork, and volunteerism. The Human Resources/Office Manager is a business leader whose role is to serve, support, and cheer on our fantastic staff of diverse, energetic, driven professionals in creating great value for our clients.

Alliance Trust Company of Nevada provides excellent room for growth and promotional opportunities within the company.
Link: https://alliancetrustco.bamboohr.com/jobs/view.php?id=10&source=aWQ9NA==
Staff Accountant
Alliance Trust Company of Nevada
Alliance Trust Company of Nevada is seeking to fill a position within the accounting department with a candidate possessing 2+ years of experience in brokerage accounting. The candidate should have a background in bank or brokerage accounting and have a bachelor’s degree in an accounting discipline. This position will expose the candidate to a wide variety of brokerage and trust-related accounting.

The candidate, at the basic level, would be involved in the technical review and reconciliation of all accounting accounts. The candidate will also assist with internal audits and regulatory examinations of the Trust Company. The candidate would work with the organization’s leadership to identify opportunities for process improvement.

The ideal candidate has an understanding of brokerage accounting and has worked in either corporate bank accounting in the back office (eg. accounting software processing or the wire room), or for an investment advisor (mirroring custodian accounts in the RIA’s accounting software, producing statements, and invoicing).
Link: https://alliancetrustco.bamboohr.com/jobs/view.php?id=9&source=aWQ9NA==
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