Trust Operations Team Supervisor jobs in Concord, CA

Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

A
Gift, Estate, Trust and High Net Worth Tax Supervisor
  • Advantage Group
  • Concord, CA FULL_TIME
  • Company DescriptionAdvantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.We have established deep relationships, some lasting over 20 years, with real decision makers.We offer long term opportunities along with a real understanding of the companies that we represent.We will provide insight and information ensuring that you are making the right decision about the right opportunity for you.  We are as committed to and passionate about your success as we are about the companies that we represent.Job DescriptionThis role is with a well-established, stable and growing firm located in the Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country.It will be integral to the tax planning of individuals, trusts and businesses and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.  Responsibilities will include the technical review of tax returns while collaborating  with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.QualificationsHas earned a bachelor’s, preferably Masters, degree with an emphasis on TaxIs a licensed CPAHas 7 years of experience with High Net Worth Individual, Gift/Estate& Trust TaxHas performed exceptionally in environments that required high level of technical tax proficiencyIs experienced with and ability to research complex tax issuesHas a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative waysIs able to establish, maintain and grow relationships with customersHas experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI taxIs an excellent verbal and written communicatorAdditional InformationAll your information will be kept confidential according to EEO guidelines.Remote and hybrid roles are available and this role is open to candidates in the United States.
  • 1 Month Ago

G
Operations Supervisor
  • Global Medical Response
  • Concord, CA FULL_TIME
  • CONTRA COSTA COUNTYCONCORD, CA POSITION: EXEMPT - OPERATIONS FIELD SUPERVISOR We're hiring an Operations Field Supervisor to manage and support the day-to-day operations including facilitation of inte...
  • 1 Month Ago

T
Operations Supervisor
  • Transdev
  • Concord, CA FULL_TIME
  • The Operations Supervisor is responsible for managing and oversight of the operations, while acting as the Transdev liaison between the Client's program managers, Big Star Transit (Subcontractor) and ...
  • 1 Month Ago

R
1007 Operations Supervisor #5820
  • Recology
  • Vallejo, CA FULL_TIME
  • GROW WITH US As the largest 100% employee-owned company in the resource recovery industry, Recology has a unique workplace culture that guides how we support employees, interact with our customers, se...
  • 6 Days Ago

O
Team Leader
  • Our Team
  • Pleasant Hill, CA FULL_TIME
  • Team LeaderPOSITION SUMMARY: Responsible, as the first-line operational supervisor, for training and leading team members in consistently delivering an exceptional guest experience, including ensuring...
  • 18 Days Ago

O
Team Leader
  • Our Team
  • Concord, CA FULL_TIME
  • Team LeaderPOSITION SUMMARY: Responsible, as the first-line operational supervisor, for training and leading team members in consistently delivering an exceptional guest experience, including ensuring...
  • 18 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Trust Operations Team Supervisor jobs found in Concord, CA area

M
Department Manager (Garden Shop) -- Concord
  • Mahoneysgarden
  • Concord, CA
  • >> Department Manager (Garden Shop) -- Concord Department Manager (Garden Shop) -- Concord Summary Title:Department Mana...
  • 4/26/2024 12:00:00 AM

I
STEM Director of Curriculum And Instruction
  • Invictus Academy of Richmond
  • El Cerrito, CA
  • OUR MISSION Invictus Academy of Richmond prepares 100% of students in grades 7-12 to thrive in the colleges of their cho...
  • 4/26/2024 12:00:00 AM

C
Program Manager
  • Cobham Satcom
  • Concord, CA
  • Our R&D Systems department at Cobham Satcom's R&D/Production facility in Concord, California, is currently on the lookou...
  • 4/25/2024 12:00:00 AM

B
Premier Market President - East Bay
  • BMO Financial Group
  • Walnut Creek, CA
  • Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the ne...
  • 4/25/2024 12:00:00 AM

I
STEM Director of Curriculum and Instruction
  • Invictus Academy of Richmond
  • El Cerrito, CA
  • INVICTUS ACADEMY OUR MISSION Invictus Academy of Richmond prepares 100% of students in grades 7-12 to thrive in the coll...
  • 4/23/2024 12:00:00 AM

C
Program Manager
  • Cobham Satcom
  • Concord, CA
  • Our R&D Systems department at Cobham Satcom's R&D/Production facility in Concord, California, is currently on the lookou...
  • 4/22/2024 12:00:00 AM

J
Executive Director - Oncology Services - Full Time - 8 Hour - Days
  • John Muir Health
  • Walnut Creek, CA
  • Job Description: Reporting directly to the Vice President of Service Lines the Executive Director Oncology Services supp...
  • 4/22/2024 12:00:00 AM

O
Head of People & Operations
  • Oakland Promise
  • Oakland, CA
  • *Cover letter and Resume Required* About Oakland Promise: Oakland Promise is available to young learners (from newborns ...
  • 4/22/2024 12:00:00 AM

Concord (/ˈkɒŋkərd/ KON-kord) is the largest city in Contra Costa County, California. At the 2010 census, the city had a population of 122,067 making it the 8th largest city in the San Francisco Bay Area. Founded in 1869 as the community of Todos Santos by Salvio Pacheco, the name was changed to Concord within months. The city is a major regional suburban East Bay center within the San Francisco Bay Area, and is 29 miles (47 kilometres) east of San Francisco. Concord is located at 37°58′41″N 122°01′52″W / 37.97806°N 122.03111°W / 37.97806; -122.03111. It is 29 miles (47 kilometres) northeas...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$62,725 to $76,651
Concord, California area prices
were up 2.5% from a year ago