Manager â€" Private Client Tax & Professional Services
Location: Wilmington, Delaware
Description: M & T Bank is hiring Manager â€" Private Client Tax & Professional Services right now, this job will be assigned in Delaware. Further informations about this job opportunity please read the description below. -
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Description
:
Wilmington Trust
Manager â€" Private Client Tax & Professional Services
Wilmin! gton, DE
Basic Function
Responsible for providing strategic direction and coaching to Fiduciary Tax, Professional Services and Relationship Teams and support staff delivering comprehensive wealth advisory strategies. This position is responsible for leading the fiduciary tax practice and providing tax consulting and specialty services which would include but not be limited to bill paying, entity management, IRAs, and ILIT, to our clients. The Manager works with other leaders and professionals in Wealth Advisory Services to build a profitable practice, delivering high value solutions to clients. The client base is primarily comprised of owners of closely held businesses and other ultra high net worth individuals and families.
Responsible for all aspects of fiduciary and personal tax serivices. Individual oversees the efforts of client services teams on client engagements; plan, execute, direct, and complete tax projects; provides innovative tax pla! nning, consulting, and compliance expertise to clients; market! , sell, design, and implement tax-planning strategies for clients and manage to budget.
Oversees tax planning and consulting to our high net worth clients for Estate, Wills and Trusts Taxation, and Individual income taxes. Interacts closely with clients other advisors, then attorneys and accountants.
Tax Strategy Design, markets and implements strategies to promote long-term business success across the line of business and overall organization. Shares information and develop internal/external partnerships to accelerate the growth of client acquisition and increase client retention. This position works actively with business lines peers to effectively communicate objectives and goals.
Revenue/Expenses - Demonstrates an entrepreneurial approach to revenue growth of both new and existing relationships, asset growth, client service and profitability by championing both proven and new ideas and initiatives. Actively participate in the budget process.
Talent Management- Evaluates performance through one-on-ones and year-end appraisal utilizing performance matrix and production reporting. Encourages a workgroup environment that challenges and inspires your team to improve individual skill sets, knowledge and recognition of success to enhance employee engagement. Responsible for staffing, performance management, employee development, salary recommendations, and terminations. Also responsible for ongoing recruiting and maintaining a pipeline of appropriate candidates
Community Engagement - Networks with clients, professional organizations by attending seminars and/or industry events. Promotes a vision that generates enthusiasm and commitment that results in enterprise-wide benefits and cross-sell opportunities representative of corporate ideals
Risk Management/Compliance- Minimizes risk to the bank by monitoring and ensuring that all markets comply with regulatory, bank and compliance policies and ! procedures and corrects deficiencies in a timely and effective manner
Nature and Scope
This position has direct and indirect contact with external vendors, internal business partners, clients and their advisors. This would include but not limited to strategic partners and their wholesalers (product providers), Retail Banking, Business Banking, Mortgage, Middle Market, Human Resources, various departments within the Investment Group Business and Non-Business owners, and Centers of Influence
Minimum Qualifications Required
- Bachelor’s Degree, or in lieu of degree, four years relevant work experience
- Five or more years of management experience
- Three or more years of fiduciary trust tax experience
- Proven experience with Individual, Trust, Estate, Gift and Flow Through Entity Taxation
- Masters’ Degree in Taxation
- CPA Designation
Apply today at
www.mtb.com/careers
!
Primary Location
:
Delaware-Wilmington-Wilmington Center
Schedule
:
Full-time
Job Posting
Jul 29, 2013, 12:49:18 PM
Unposting Date
Ongoing
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If you were eligible to this job, please send us your resume, with salary requirements and a resume to M & T Bank.
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This job will be opened on: Mon, 29 Jul 2013 19:20:28 GMT
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