, compliance, and consulting in public accounting Deep understanding of estate, gift, and trust tax laws and their application... with estate plans Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles Familiarity with family...
as a relationship manager in trust administration, estate administration, estate planning, or related fields JD, MBA, CTFA or CPWA...About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial...
of work experience in professional services or professional tax organization A thorough understanding of estate and wealth... to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...
goals. In collaboration with the Lead Relationship Manager and other Northern partners, the Senior Wealth Advisor...About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial...
of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning... from having the following competencies: 12 - 15 years’ experience as a relationship manager in trust administration, estate...