Trust Manager - Operations jobs in Connecticut
Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Trust Manager - Operations jobs
Tax Manager
- Chilton Trust
-
Stamford, CT
FULL_TIME
-
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.
- 29 Days Ago
Trust Officer - MassMutual Trust Company
- MassMutual Trust Company, FSB
-
Windsor, CT
OTHER
- The OpportunityAs a Trust Officer for the MassMutual Trust Company, you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individ...
- 2 Months Ago
Branch Manager
- Manufacturers and Traders Trust Co
-
Riverside, CT
FULL_TIME
- Overview: Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations...
- 4 Days Ago
Assistant Property Manager/Leasing Consultant
- Connecticut Realty Trust
-
Granby, CT
FULL_TIME
- About us Connecticut Realty Trust, LLC is a small business in Granby, CT. We are professional and agile. Our work environment includes: Modern office setting Growth opportunities Duties:- Assist the P...
- 2 Months Ago
2025 Starwood Real Estate Income Trust (SREIT) Operations Summer Analyst
- Starwood Capital Group
-
Greenwich, CT
INTERN
- Starwood Capital Overview:Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $70 billion of capital a...
- 2 Months Ago
Desktop & Depot Support Manager in Hartford, CT
- Virtual Service Operations
-
Hartford, CT
FULL_TIME
- DescriptionAre you looking to take the next step in your IT Career? Let's chat and see if we are a good match!Opportunity:Virtual Service Operations is searching for a Desktop & Depot Support Manager ...
- 2 Months Ago
Trust Manager - Operations jobs at Popular Companies
Executive Operations Manager
- netPolarity, Inc. (Saicon Consultants, Inc.)
-
Austin, TX
- Job details are Shared below: Job Title: Executive Protection Manager Location: Austin, TX 73301– TRAVEL REQUIRED (Onsit...
- 6/2/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Palestine, OH
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 5/29/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Cleveland, OH
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 5/29/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Buffalo, NY
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 5/29/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Erie, PA
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 5/29/2024 12:00:00 AM
Project Executive/Operations Management
- Kimmel & Associates Inc.
-
Akron, OH
- About the Company: Our client is a 100+ year old, industry-leading, full-service Electrical Contractor offering electric...
- 5/29/2024 12:00:00 AM
General Manager/Operations Manager Needed!
- Signs & Services Company, Inc.
-
Orange, CA
- Job Description Job Description We are seeking a General Manager/Operations Manager to become an integral part of our te...
- 5/29/2024 12:00:00 AM
Operations Manager
- Transdev Inc.
-
Hyattsville, MD
- About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operat...
- 5/29/2024 12:00:00 AM
About Connecticut
Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Manager - Operations jobs
$114,754 to $166,899
Most Popular Cities in Connecticut for Trust Manager - Operations Jobs
What does a Trust Manager - Operations do?
Trust Manager - Operations in New London, CT
Lori will be responsible for managing operations and compliance in accordance with industry compliance guidelines.
November 27, 2019
Trust Manager - Operations in Orange, CA
Abby is responsible for coordinating the use and efficiency of multiple systems within the Operations and Compliance department.
December 09, 2019
Trust Manager - Operations in Modesto, CA
Responsible for execution of various components of an extensive Asbestos Claims Trust and the management and timely completion of assigned case administration tasks.
December 10, 2019