Trust Team Manager jobs in North Carolina
Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Trust Team Manager jobs
Tax Manager
- Chilton Trust
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Charlotte, NC
FULL_TIME
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Position Description
The Tax Manager will report to the Head of Tax Services and handle the following:
- Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the multi-family office and trust company.
- Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.
- Research complex tax issues and formulate opinions.
- Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.
- Capable of managing several complicated tax projects simultaneously.
- Collaborate with other members of the family office and client service group in order to deliver exceptional client service.
- Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.
- Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.) as it relates to clients; communicates updates to tax director and tax team.
- Interact with clients relative to providing tax advice; offering assistance with compiling their tax documentation for tax return preparation, responding to clients’ questions and/or requests, scheduling tax meetings, etc.
- Receptive to developing the critical skills necessary to build and sustain strong client relationships.
Candidate Description
Qualified candidates should have a Bachelor’s degree in accounting with a minimum of 6 - 8 years’ experience in public accounting specific to taxation of individuals and trusts. Applicant should also have knowledge of gift, GST, private foundation, and partnership taxation, particularly as it relates to alternative investments. Furthermore, applicant should have basic knowledge of taxation of financial instruments and general familiarity with financial products and trading including stocks, bonds, options and other derivatives. Candidate should be conversant in GoSystem Tax RS (Fast Tax program), have excellent Microsoft Office and strong tax research skills, i.e., able to perform independent tax research and opine on the subject matter. Candidate should be familiar with BNA and RIA tax research programs.
Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate about client service, and work well in a small team environment. CPA credential a plus.
- 1 Month Ago
Audit Manager - Trust
- Truist Bank
-
Charlotte, NC
FULL_TIME
- Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:111Please review the following job description:Truist Audit Manager is responsible for providing a leadersh...
- Just Posted
Manager, Compliance Officer (Trust Compliance)
- TIAA
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Charlotte, NC
FULL_TIME
- The Compliance Officer implements broader planning for Trust and Wealth business unit fiduciary compliance programs in order to ensure organization functions are in compliance with all relevant laws, ...
- 1 Day Ago
Area Manager
- Area Manager
-
(Statewide Opening), NC
FULL_TIME
- At CalArk, we respect what you have to offer. Our industry-leading wages and benefits ensure you always feel appreciated for what you individually bring to our team. Your talent has a home with us.
- 2 Days Ago
RTG Healthcare Property Manager
- Realty Trust Group
-
Greensboro, NC
FULL_TIME
- COMPANY OVERVIEW: Realty Trust Group (RTG) is a nationally recognized real estate advisory and services firm dedicated to the healthcare and life science industry. With a team of over 130 dedicated pr...
- 14 Days Ago
Assistant Portfolio Manager
- Old North State Trust
-
Mooresville, NC
FULL_TIME
- If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings,...
- 2 Months Ago
Trust Team Manager jobs at Popular Companies
Regional Trust Manager - Delaware
- Citizens
-
Wilmington, DE
- Description The Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Ci...
- 6/10/2024 12:00:00 AM
Construction Manager
- Randstad Engineering US
-
Lansing, MI
- Awesome contract position for a Construction Manager! The Construction Manager (CM) is responsible for monitoring and ma...
- 6/10/2024 12:00:00 AM
Real Estate Funds & Real Estate Investment Trust Manager
- RSM Delivery Center Private Limited (India)
-
Hyderabad, Telangana
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
- 6/9/2024 12:00:00 AM
Board Governance/Private Trust Manager
- McCormack Schreiber Legal Search
-
Chicago, IL
- About the Position: We are working with a sophisticated private family office that has an immediate need for a board gov...
- 6/7/2024 12:00:00 AM
Chief Financial Officer
- Burnett Specialists Staffing & Recruiting
-
Austin, TX
- Job Description Organization Overview: We are partnering with a family office who is seeking a CFO. They oversee a diver...
- 6/7/2024 12:00:00 AM
Personal Trust Manager II
- Hiring Now!
-
Chicago, IL
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/6/2024 12:00:00 AM
Personal Trust Manager I
- Hiring Now!
-
Madison, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/6/2024 12:00:00 AM
Real Estate Funds & Real Estate Investment Trust Manager 1
- RSM Delivery Center Private Limited (India)
-
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
- 6/6/2024 12:00:00 AM
About North Carolina
North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$119,864 to $169,593
Most Popular Cities in North Carolina for Trust Team Manager Jobs
What does a Trust Team Manager do?
Trust Team Manager in Nassau, NY
The team manager needs to demonstrate trust in their team members – employees who sense that their manager doesn’t trust them are likely to feel disengaged and less likely to go the extra mile.
January 20, 2020
Trust Team Manager in Parkersburg, WV
Everyone accepts that delegating tasks is the key to being an effective manager.
February 22, 2020
Trust Team Manager in Bismarck, ND
Of course, trust in any type of collaboration is vital but when team members rarely or never see each other in person they are less likely to build trusting relationships between each other. Team members may also have competing priorities if they are part of several concurrent project teams and so showing that they are trusted will help them stay on track.
December 31, 2019
The position of a manager comes with a new office, new staff, new ideas, new personalities and new responsibilities.
December 01, 2019