Officer, Fiduciary Client Services Job at Brewin Dolphin (Saint Helier)

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Client Service Specialist

We are seeking a Client Service Specialist to provide comprehensive support to F...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

College degree in business, finance, or accounting preferred
some college combined with relevant experience considered
previous industry or accounting experience and licensing preferred
prior client service or administrative experience required
willingness to pursue licensing, certifications, and designations within the financial industry
strong attention to detail and organizational skills
ability to produce quality work, identify next steps, and follow through on multi-step tasks
knowledge of general office procedures and investment concepts
confident, polished, and articulate communicator
emotional resilience and professionalism in high-pressure situations

Job Responsibility

Prepare preliminary financial planning materials and meeting documentation using proprietary tools
create and process paperwork for new accounts, product applications, account maintenance, and related client services
monitor account asset allocations, trading activity, maturing securities, client suitability, and fiduciary account review processes as directed by the Advisor
deliver an exceptional client experience with a strong emphasis on professionalism and responsiveness
maintain client profiles, document interactions, and manage scheduling using CRM tools
resolve client inquiries, process transactions, handle money movement, and perform routine account maintenance
assist with special projects and ad-hoc client needs

What we offer

Access to top jobs
competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan

Tax Senior Associate

Moore Colson is looking for a dynamic Tax Senior Associate to join our Tax team ...

Location

United States , Atlanta

Salary:

Not provided

Moore Colson

Expiration Date

Until further notice

Requirements

2 – 4 years’ experience preparing corporate, partnership, and individual, and fiduciary income tax returns in a public accounting firm
Minimum one (1) year experience supervising and directing work of tax preparers
Bachelor's degree in accounting or equivalent required, with a master’s degree in taxation preferred
Current CPA license highly preferred
Proficient with Microsoft Excel and other Microsoft Office Suite products
Client service oriented
Team player
Creative problem-solving skills
Independent
Exceptional written and verbal communication skills

Job Responsibility

Performs technical tax review and governmental tax examinations as deemed by Manager and Senior Manager
Preparation of federal, state, and local income tax returns and information filings
Acts Acting as a resource for tax associates and Business Assurance team members on specific tax issues and/or questions
Ensuring all federal and state income tax returns are prepared timely, accurately, and in compliance with applicable laws
Possess a complete knowledge of the firm’s philosophy and its opinions on tax matters
Communicate Communicating effectively with clients and meets meeting critical deadlines
Participates Participating actively in client meetings and tax planning efforts
Assists the Business Assurance (Audit) Department with larger clients when deemed necessary

What we offer

4 weeks paid vacation, floating holidays, wellness days, and paid holidays
Remote work options (up to 2 days/week)
Home office technology provided
"Dress for Your Day" attire code
Fitness membership discounts or reimbursement
Continuing education opportunities
Competitive salary and bonus program
Comprehensive medical, dental, and vision coverage
401k with match
Tuition and certification reimbursement

Fulltime

Cpa

Tremendous opportunity for a CPA with 10+ years of experience looking to be a pa...

Location

United States , Woodbury

Salary:

Not provided

Reid Accountants + Advisors

Expiration Date

Until further notice

Requirements

Excellent communication skills
Possess a positive, can-do attitude with a firm-first mindset and be a team player
Strong experience using tax preparation software and Microsoft Office
Strong experience using tax software with Thomson Reuters UltraTax CS and/or CCH ProSystem FX, Microsoft Office, and Intuit QuickBooks
Demonstrate knowledge of prevailing tax laws and developments
Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, Sales Tax and Multi states
Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships
Superior attention to detail
Must be organized and proactive
Ability to communicate with business owners and personnel

Job Responsibility

Assume responsibility for planning, supervising, and completing engagements
Plan the timing and assigning of staff to engagements
Supervise and lead Managers, Supervisors, and Staff Accountants, as well as provide feedback to them and evaluate their progress
Develop new client contacts and relationships beneficial to the firm
Recognize opportunities to provide additional services to existing clients and efficiencies within the workplace
Apply knowledge of current issues in tax, regulatory requirements, and industry-specific concerns to clients and be able to identify where they may impact a client and recommend strategies
Assume responsibility for planning, supervising, and completing engagements
Review engagement work papers, resolve any problems and keep the partner informed of all important developments in the engagement
Provide on the job training to team members
Assist in administrative functions as assigned by the partners

What we offer

Comprehensive benefits package including 401(k)

Fulltime

Associate Account Manager

The Valuations Department is responsible for working with clients and specialist...

Location

United States , New York

Salary:

55000.00 - 70000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

BA and 3-5 plus years of client and/or auction related experience
Ability to work independently in a fast-paced, deadline-driven environment
Ability to travel as needed
Excellent organizational and time management skills
Excellent client service skills and strong ability to problem-solve
Excellent written, verbal and interpersonal communication skills
Strong attention to detail and follow-through skills
Strong team player, flexible, motivated, discreet, dependable, resourceful and able to multi-task gracefully

Job Responsibility

Act as valuation project manager for large, complex, long-term valuations frequently requiring organization of specialists and regional staff
Manage the entire valuation process including but not limited to: communicating and managing client expectations
preparing valuation proposals and agreements
carrying out pre-valuation walk-throughs or document review
calculating and communicating to the client associated fees, organizing, scheduling and accompanying specialist team on client visits
following up with specialists regarding values, comparables and/or comparable basis paragraphs
setting, communicating and monitoring deadlines to clients and specialists
managing the movement of documents through the production and proofing process and producing and reviewing final documents to ensure product meets Sotheby’s high appraisal standards and sending these to the client
Possess detailed knowledge of the types of valuations and requirements as well as IRS requirements
Ability to establish and maintain strong working relationships with Sotheby's colleagues across many departments, as well as external clients including bankers, lawyers, advisors, family offices and collection managers

What we offer

discretionary bonus
competitive benefits package

Fulltime

Tax Reviewer

Unison Globus is looking for qualified and experienced Tax Supervisors (Individu...

Location

India , Ahmedabad; Surat; Hyderabad; Kolkata

Salary:

Not provided

Unison Globus

Expiration Date

Until further notice

Requirements

CPA/EA and/or CA preferred (or in process)
5 to 7 years of tax accounting experience, preferably in a mid-size CPA firm
Excellent written and verbal communication skills
Possess knowledge of federal, state, and local tax laws – corporate, individual, trust, gifts, partnership, non-resident, and expatriate
Responsive to clients
Must have excellent client service skills
Approaches projects with a sense of urgency
Highly motivated
Outstanding analytical, organizational and project management skills
Proficient in Microsoft Office Applications

Job Responsibility

Review Federal and State tax returns and projections for more complex high net worth individual, partnership, corporation, trust, fiduciary, and gift tax returns
Prepare and review non-resident and expatriate tax returns, have knowledge of forms 2555, 5471 & 5472, 1116, 1118, 8992 & 8993 etc
Review federal and state quarterly estimated payments
Assist with Tax Audits
Check tax returns prepared by assigned tax staff/senior in the team and make necessary recommendations regarding accuracy, efficiency, and applicable tax savings opportunities
Function as lead individual contributor on various tax projects as appropriate
Ability to oversee, train and coach other tax associates and interns on assignments and assess their performance
Gain continuous level of increased compliance responsibility in the review process
Research on various client-related tax matters
Effectively communicate with CPA client firm and build strong relationship

What we offer

Competitive compensation
Medical insurance and gratuity
Learning and development opportunities
Opportunity to work in dynamic, growing, and professional culture
Work life balance with paid leaves and holidays
Overtime pay and meals during busy season

Assistant Manager - Periodic Review

Reporting into the Periodic Review Unit Manager, you will be responsible for ens...

Location

United Kingdom; Guernsey , London; Jersey; Guernsey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

At least 5 years relevant experience in the Financial Services Sector, preferably with a Corporate Services Provider in a similar role
Industry recognised fiduciary, compliance, KYC or risk qualification
Awareness of Cayman/ Hong Kong/ BVI/ Jersey/Guernsey/Luxembourg regulatory and legal requirements with respect to client monitoring and risk management
Strong commercial understanding of the service offerings of Ogier Global with the ability to apply understanding to reviews undertaken
Ability to make decisions and use initiative within the scope of regulatory requirements, policies and procedures
Ability to build strong relationships with key stakeholders and influence accordingly
Excellent interpersonal skills and a proven ability to work effectively as part of a team
Excellent verbal and written communication skills
Good analytical and organisational skills, ability to prioritise work load and meet tight deadlines
Excellent IT skills, including Microsoft Outlook, Excel, Word, Viewpoint and Share Point

Job Responsibility

Perform the periodic review process in line with a risk based approach and in line with set targets
Review Ogier Global's client files and ensure that the associated AML/CFT and business risks have been appropriately identified, assessed and documented
Where client files are not in line with internal policies and procedures, liaise with the Business to advise on the level of information required, liaising with the relevant Services Line Head and set appropriate actions
Facilitate the management and completion by Service Lines of action points as identified through the periodic review process
Where necessary, provide support and guidance to the business lines to combat any issues identified
Provide guidance to senior management to ensure AML/CFT and fiduciary risks posed by the client base to Ogier Global are appropriately and adequately identified and managed
Provide regular reporting with respect to the adherence by the Business to Ogier Global's policies and procedures
Encourage strong collaboration internally, including with the Ogier Global's jurisdictional offices with regular dialogue to ensure opportunities or challenges are identified and acted upon in a timely fashion
Utilise influencing skills and experience to ensure adherence to process and procedures and implement change
Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that improve the client experience

Fulltime

Trust Accountant

We are looking for a detail-oriented Trust Accountant to join our team on a long...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in trust accounting or financial operations
Expertise in bank reconciliations, general ledger management, and journal entry preparation
Proficiency in Microsoft Excel and familiarity with Bloomberg and SunGuard systems
Strong understanding of mutual funds, cash reconciliations, and financial reporting
Excellent attention to detail and ability to work effectively within a team
Solid knowledge of fiduciary standards and regulatory requirements
Analytical mindset with a proactive approach to problem-solving
Ability to thrive in a fast-paced environment and manage multiple priorities

Job Responsibility

Process trust account transactions while ensuring compliance with bank policies and industry regulations
Conduct daily reconciliations of trust accounts and promptly address any discrepancies
Collaborate with trust officers and internal teams to provide exceptional client service and resolve operational inquiries
Monitor trust activities to ensure adherence to fiduciary standards and regulatory requirements
Identify opportunities for workflow improvements and contribute to initiatives that enhance operational efficiency
Utilize tools such as Bloomberg, SunGuard, and Microsoft Excel to manage financial data and reporting
Assist with the preparation and posting of journal entries and general ledger reconciliations
Perform cash reconciliations to ensure accurate account balances
Support mutual fund transactions and maintain accurate records for compliance purposes

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Officer, Fiduciary Client Services

Brewin Dolphin

Location:
Jersey , Saint Helier

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 01, 2026

Expiration:
February 11, 2026

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Job Responsibility:

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