Senior Trusts Officer Job at 360 Resourcing Solutions

Trust Officer

To take responsibility for a designated portfolio of trusts and corporate struct...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of three to four years relevant experience
A relevant qualification eg: ICSA or STEP Diploma
A commitment to a career in trust and company administration
Excellent written and verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A commitment to and focus on providing quality client service
Strong team skills and be flexible to change and the needs of the business
Analytical skills and be detail orientated
The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to drive and execute tasks and encourage others to do so

Job Responsibility

Have a good understanding of trust and corporate regulatory requirements
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions
Be familiar with and adhere to NSM’s internal practices and procedures
Always adhere to internal regulatory procedures
Focus on chargeable time, manage, and record own time effectively
Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
Understand and be pro-active in relation to client acceptance procedures and the associated risk involved

Middle Office Senior Analyst - Global Spread Products

The successful candidate will have accountability for daily supervisory risk and...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

BS/BA degree or equivalent work experience preferred
Energetic, flexible, collaborative, and proactive
Strong, influential communicator who is articulate and concise, demonstrated success interacting with senior management
Strong risk management and control mindset
Provides evaluative judgment based on analysis of information
Self-reliant, good problem solver, results oriented
Ability to establish and build trust with professionals throughout the business

Job Responsibility

Developing an effective control framework that fully meets Audit, Compliance and Regulatory requirements
Driving the team’s operational efficiency, automation and productivity agenda including keeping abreast with and adopting new technologies
Maintaining a culture and environment where processes, risks and controls are continually monitored, and potential risks escalated on a timely basis
Identifying, maintaining, and reviewing key risk metrics and indicators and presenting these to senior management
Ensuring the infrastructure and tools are in place to effectively manage risk and to service our clients to a high standard

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Program Officer

The Senior Program Officer will implement the regional funding programs serving ...

Location

Salary:

83150.00 - 126540.00 USD / Year

Wikimedia Foundation

Expiration Date

Until further notice

Requirements

Solid knowledge of trust-based philanthropy or community-based grantmaking
Experience in participatory decision-making structures
Experience in grantmaking, particularly in an international context
Experience in nonprofit capacity building as a funder, consultant, or nonprofit leader
Strong strategic and analytical skills and creative problem-solving ability
Excellent organizational skills and judgment
ability to prioritize work, manage time and multiple priorities, and meet deadlines
attention to detail and accuracy
the ability to set realistic goals and objectives
Proven ability that would translate to creating constructive partnerships with the Wikimedia community, stakeholders, and fund-seekers: skills in facilitating engaging, motivating, coordinating and supporting volunteer communities, and in negotiating the sometimes chaotic and contentious nature of free-thinking communities

Job Responsibility

Implement the Community Resources grantmaking strategy while taking into consideration community needs, opportunities, movement trends, and the regional geopolitical and cultural context
Analyze regional and global patterns to shape funding rationales and priorities
Design program activities with colleagues to achieve significant, scalable impact
Manage , implement and monitor the regional grant portfolio to ensure alignment with strategy, criteria, and impact goals
Lead annual grant planning: identify and support prospective and returning grantees, review proposals, co-develop funding rationales with the regional funding committee. This also includes conducting organizational assessments (financial and narrative) to inform funding rationales
Work collaboratively across Foundation teams to support implementation of funding program and team objectives
Represent the Foundation internally and externally as an ambassador for regional knowledge, priorities and insights
Build, onboard, and develop regional funding committees aligned with regional needs and opportunities to enable transparent decision-making as part of participatory grantmaking approaches
Set agendas for committee discussions (priorities, financial analysis, partner and regional insights) and facilitate inclusive funding deliberations
Provide context, analysis, and synthesis of committee feedback into funding recommendations and decisions

Fulltime

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

105000.00 - 115000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

3+ years of current Public Accounting Experience
Experience preparing Form 1041 Fiduciary Income tax returns
Experience preparing Form 709 Gift Tax returns
Experience preparing Form 706 Estate Tax returns
Experience preparing Deceased Taxpayer Income Tax returns
BA/BS Degree in Accounting, Finance, or related field
CPA Certification
or eligible to sit for the CPA exam
Proficiency with tax software, MS Office, and working knowledge of QuickBooks
Strong client rapport and project management skills

Job Responsibility

Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
Reading through trust agreements and wills to determine appropriate filings and estate structure
Complete monthly and quarterly accounting projects at client locations
Demonstrate an interest in practice development
Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
Actively supports new initiatives
Identify opportunities to improve assignment profitability and efficiency
Pursues self-development opportunities

Senior Information System Security Officer

Come join our growing team and make a difference every day! AnaVation is seeking...

Location

United States , Washington

Salary:

Not provided

AnaVation

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Cybersecurity, Information Technology, or a related field
Minimum of six (6) years of hands-on experience in cybersecurity and expert knowledge of Governance Risk and Compliance
At least three (3) years supporting and maintaining system authorizations for complex systems
Demonstrated expertise in the Risk Management Framework (RMF), NIST SP 800-53 Rev 5, and related federal cybersecurity policies
Extensive experience managing ATO/ATT processes, security control assessments, POA&M lifecycle, vulnerability management, and audit response
Strong leadership experience mentoring junior and mid-level ISSOs and interfacing with senior government leadership
Must possess at least two of the following active certifications: Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Governance, Risk and Compliance (CGRC), Certified in Risk and Information Systems Control (CRISC), Information Systems Security Management Professional (ISSMP), Certified Information Systems Auditor (CISA), Certified Cloud Security Professional (CCSP), Certified Ethical Hacker (CEH), CompTIA Security+, Project Management Professional (PMP)
Proficiency in tools such as JCAM, Tenable Nessus, BigFix and Splunk
Ability to develop, review, and present high-level security documentation and briefings
Strong understanding of cloud platforms (IaaS, PaaS, SaaS), supply chain risk management, and incident response procedures

Job Responsibility

Support the maintenance of security documentation and support system ATO and ATT efforts
Conduct security control assessments and provide recommendations for remediation
Perform biweekly audit log and vulnerability scan reviews and track POA&M items
Collaborate with system owners and technical teams to manage risk and respond to incident
Support Ongoing Authorization (OA) and continuous monitoring activities
Prepare and brief senior leadership on system security posture and compliance metric
Ensure alignment with cybersecurity policies and NIST SP 800-53, 800-37, and 800-137

What we offer

Generous cost sharing for medical insurance for the employee and dependents
100% company paid dental insurance for employees and dependents
100% company paid long-term and short term disability insurance
100% company paid vision insurance for employees and dependents
401k plan with generous match and 100% immediate vesting
Competitive Pay
Generous paid leave and holiday package
Tuition and training reimbursement
Life and AD&D Insurance

Fulltime

Senior Trust Officer

This is a unique role with a boutique trust company. The trust company does no i...

Location

United States , Reno

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable)
Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred
8+ years of trust administration or financial services planning experience with a focus on exemplary customer service for high net-worth clients
Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions
Proficiency in Microsoft Excel and other Microsoft Office applications
Strong expertise in auditing, cash activity management, and financial documentation
Familiarity with Probate Code and estate administration processes
Exceptional interpersonal and communication skills for client and detail-oriented interactions
Demonstrated ability to analyze financial statements and oversee trust-related financial operations

Job Responsibility

Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms
Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts
Effectively establish and manage client relationships through interaction with grantors and beneficiaries
Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval
Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts
Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
Actively mentor and train trust administration staff, with management duties as assigned

What we offer

4 Weeks of PTO
bonus potential
strong medical coverage
access to top jobs, competitive compensation and benefits, and free online training
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Tax Accountant

We are seeking an experienced Senior Tax Accountant to join our mid-sized accoun...

Location

United States , Mount Arlington

Salary:

Not provided

Nisivoccia CPAs

Expiration Date

Until further notice

Requirements

BS or BA in Accounting required
CPA or active pursuit of license desired
3-5 years of experience preparing business and individual tax returns
Strong skills in Microsoft Office especially, Word and Excel
QuickBooks experience (desktop and online) preferred
Proficiency in tax preparation software
Prosystem FX Tax experience preferred
Strong mathematical and analytical skills
Detail-oriented with strong organizational skills
Self-motivated and able to work independently

Job Responsibility

Prepare, review, and analyze individual, trust, gift, partnership, and corporate tax returns
Communicate directly with clients regarding tax returns and other tax related issues
Research and advise clients on complex tax questions
Identify tax-saving opportunities for business clients and owners
Review and adjust client accounting records to reconcile with tax returns, including cash and accrual basis differences
Demonstrate skill, judgment, and initiative to independently manage multiple assignments
Supervise and train entry-level accounting staff
Perform other duties as assigned by your Manager

What we offer

Competitive salary
Comprehensive benefits package including medical, dental, vision, life & disability (short & long term) insurance
37.5-hour work week: all additional hours are paid straight time or put into an additional PTO bank
18 days of PTO plus 8 holidays
401(k) plan with potential employer profit sharing contribution
Bonus for earning CPA designation
Flexible hours
In-person and webinar-based training in marketing and business development
One-on-one executive coaching for emerging leaders
A dedicated Quality of Life Committee focused on enhancing the employee experience

Fulltime

Senior Tax Accountant

We are currently seeking talented candidates to fill the position of Senior Tax ...

Location

United States , Owings Mills; Hagerstown

Salary:

Not provided

Gorfine, Schiller & Gardyn

Expiration Date

Until further notice

Requirements

Minimum 3-6 years of experience in accounting, public accounting experience a plus
Excellent writing and communication skills with the ability to multi-task in a fast paced environment
Experience with Microsoft Office, accounting and tax preparation and research software
Ability to work independently and meet deadlines
Ability to work in a team environment and learn quickly
Ability to maintain and strengthen existing client relationships
Bachelor’s in Accounting or Business Administration with Accounting Concentration
CPA license or is studying to pass the CPA exam required

Job Responsibility

Preparation and review of “S” and “C” corporation, partnership, individual and trust tax returns
Tax research

What we offer

Base compensation and the potential for profit sharing
Health care, dental and vision coverage
401(k) and profit sharing
Generous PTO allowance
Casual and friendly work environment

Fulltime

Senior Trusts Officer

360 Resourcing Solutions

Location:
United Kingdom

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

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