Trust Operations Team Supervisor jobs in Vallejo, 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)

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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

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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

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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

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Legal Operations Supervisor
  • Bio-Rad Laboratories
  • Hercules, CA FULL_TIME
  • The Legal Operations Supervisor plays a key role in providing operational and functional support to achieve the Legal Department's goal of offering best-in-class legal services to the Bio-Rad communit...
  • 22 Days Ago

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Retail Supervisor, Product Operations - Napa Premium Outlets
  • Old Navy
  • Napa, CA FULL_TIME
  • About the RoleIn this role, you will support the store leadership team by performing functional tasks as assigned. You will act as a mentor and role model to employees to support service behaviors and...
  • 8 Days Ago

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Retail Supervisor, Product Operations - Napa Premium Outlets
  • Old Navy
  • Napa, CA FULL_TIME
  • About the RoleIn this role, you will support the store leadership team by performing functional tasks as assigned. You will act as a mentor and role model to employees to support service behaviors and...
  • 8 Days Ago

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

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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...
  • 4/18/2024 12:00:00 AM

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Assistant Manager- Fairfield, CA
  • 5.11 Tactical
  • Fairfield, CA
  • ** Assistant Manager- Fairfield, CA** **Job Category****:** RETAIL/MERCH **Requisition Number****:** ASSIS02908 Showing ...
  • 4/17/2024 12:00:00 AM

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Senior Manager, Technical Business Continuity
  • Blue Shield of California
  • Oakland, CA
  • Your Role The Trust Assurance Services team drive BSC information security adherence to regulatory standards, as well as...
  • 4/17/2024 12:00:00 AM

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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 ...
  • 4/17/2024 12:00:00 AM

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Director of Campus Operations
  • BH Properties
  • Oakland, CA
  • DIRECTOR OF CAMPUS OPERATIONS www.bhproperties.com COMPANY BH Properties is a 30-year-old, privately held commercial rea...
  • 4/17/2024 12:00:00 AM

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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...
  • 4/16/2024 12:00:00 AM

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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...
  • 4/15/2024 12:00:00 AM

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Revenue Operations Manager
  • Clearstory
  • Walnut Creek, CA
  • The Role Clearstory is seeking a Revenue Operations Manager to help us build, measure, optimize and scale our go-to-mark...
  • 4/15/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$62,836 to $76,788
Vallejo, California area prices
were up 2.5% from a year ago