Trust Advisor Jobs in Bensalem, PA

Join a team that's committed to excellent tax compliance and support. You'll prepare complex tax returns, resolve tax issues alongside advisors, and mentor junior staff while staying abreast of evolvi...

Shape the future of tax compliance by preparing complex returns and resolving issues collaboratively with clients and advisors. Elevate your expertise in trust tax management while staying current wit...

Drive operational excellence and client satisfaction through leadership in fund accounting. Oversee global teams, improve processes, and develop strong client relations while guiding strategic initiat...

Drive client success by managing surety accounts, providing exceptional service, and developing growth strategies. Collaborate with internal teams to meet client needs while ensuring profitable relati...

Lead the charge in delivering outstanding client service and retention by overseeing account management for diverse surety programs, building relationships, and driving growth while mentoring team mem...

Transform real estate strategy by advising on land acquisition and development. Collaborate with cross-functional teams to finalize complex negotiations and ensure compliance across jurisdictions, dri...

Shape the future of compliance by leading the development and oversight of strategic investment advisory compliance programs, driving adherence to regulations while fostering a culture of integrity an...

Empower lasting client relationships by leading integrated teams and driving profitable growth within a diversified portfolio of institutional clients, focusing on retirement plans and innovative fina...

Accelerate your career by overseeing accounting operations and compliance while supporting financial integrity in a dynamic environment. Ideal for detail-oriented professionals with strong analytical...

Shape the future of financial technology while collaborating with diverse teams to translate business requirements into innovative technical solutions and drive high-quality product delivery in a dyna...

Join a collaborative team to lead technical modernization efforts, translating business needs into high-quality engineering solutions while managing cross-functional teams across multiple time zones a...

Lead the charge in shaping the regulatory landscape for crypto operations, utilizing your expertise in risk management and compliance. Collaborate with teams to enhance investor protection and ensure...

Lead the charge in managing strategic client relationships, driving service excellence and business growth. Collaborate with teams to exceed client needs while mentoring staff and spearheading initiat...

Empower your career with a role focused on collaboration, team leadership, and cross-functional partnerships. Drive growth while working alongside diverse teams to achieve common goals in a dynamic wo...

Accelerate business growth by generating new opportunities with home builders, fostering relationships, and positioning innovative CX solutions to enhance customer experiences and reputation managemen...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Drive project success by managing a team and overseeing deliverables, milestones, and client relationships. Leverage expertise to ensure high-quality service and continuous improvement in a dynamic wo...

Shape the future of investment strategies by partnering with institutional clients. Lead portfolio management and contribute to governance frameworks while fostering learning and collaboration within...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Join a dynamic team to provide legal partnership, guiding sales in contract negotiations and compliance across technology solutions. Collaborate with stakeholders to enable informed business decisions...

Take ownership of key product initiatives within claims operations, driving system enhancements and process improvements. Collaborate with stakeholders to deliver innovative solutions that enhance bus...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Lead the charge in shaping secure enterprise architecture by integrating modern security capabilities across cloud, AI, and infrastructure, ensuring compliance and enabling innovation through hands-on...

Play a key role in shaping legal strategies across commercial, compliance, and IP domains. Collaborate with teams to navigate complex contracts and ensure regulatory compliance while supporting innova...