Minimum Training & Experience Required to Perform Essential Job Functions Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost ...
Minimum Training & Experience Required to Perform Essential Job Functions Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
Fiduciary Compliance Officer / Probate Court
Washington, GA · On-site
$60K/yr
Medical
Dental
Vision
Life
Retirement
Minimum Training & Experience Required to Perform Essential Job Functions Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost ...
Fiduciary Compliance Officer / Probate Court
Washington, GA · On-site
$60K/yr
Medical
Dental
Vision
Life
Retirement
Minimum Training & Experience Required to Perform Essential Job Functions Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost ...
A CTFA, CFP, JD, or CPA designation will be given strong preference. Physical Requirements ... Fiduciary-first: We are bound--ethically and legally--to act in the best interest of our clients.
Quick apply
A CTFA, CFP, JD, or CPA designation will be given strong preference. Physical Requirements ... Fiduciary-first: We are bound--ethically and legally--to act in the best interest of our clients.
It functions in conjunction with the State Mineral and Energy Board as the state's fiduciary resource manager-operating at the intersection of public land management, economic development, energy ...
It functions in conjunction with the State Mineral and Energy Board as the state's fiduciary resource manager-operating at the intersection of public land management, economic development, energy ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights ... , LLM, CTFA, and/or CFP (preferred) Skills * Ability to lead relationship development and ...
Vice President, Director of Fiduciary Services
Davenport, IA · On-site
$120 - $180/hr
A CTFA, CFP, JD, or CPA designation will be given strong preference. Physical Requirements ... Fiduciary-first: We are bound - ethically and legally to act in the best interest of our clients.
Vice President, Director of Fiduciary Services
Davenport, IA · On-site
$120 - $180/hr
A CTFA, CFP, JD, or CPA designation will be given strong preference. Physical Requirements ... Fiduciary-first: We are bound - ethically and legally to act in the best interest of our clients.
Senior Fiduciary Tax Manager
Medical
Dental
Vision
Retirement
As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal ... JD, LLM, CPA, or Master of Taxation (MT) * 3+ years of leadership or management experience with ...
Senior Fiduciary Tax Manager
Medical
Dental
Vision
Retirement
As a Senior Manager (PL), Fiduciary Tax, you will lead the fiduciary tax function for personal ... JD, LLM, CPA, or Master of Taxation (MT) * 3+ years of leadership or management experience with ...
We set ourselves apart from other firms by providing customized CPA solutions, friendly and ... We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts ...
Quick apply
We set ourselves apart from other firms by providing customized CPA solutions, friendly and ... We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts ...
We set ourselves apart from other firms by providing customized CPA solutions, friendly and ... We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts ...
Quick apply
We set ourselves apart from other firms by providing customized CPA solutions, friendly and ... We are looking for an experienced [Tax Senior - Fiduciary Income Tax for Administrative Trusts ...
It functions in conjunction with the State Mineral and Energy Board as the state's fiduciary resource manager-operating at the intersection of public land management, economic development, energy ...
It functions in conjunction with the State Mineral and Energy Board as the state's fiduciary resource manager-operating at the intersection of public land management, economic development, energy ...
Certified Public Accountant (CPA)
New Smyrna Beach, FL · On-site
$70K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
BMC CPA's is a well-established CPA firm known for providing comprehensive accounting, tax, and ... fiduciary tax returns. * Provide technical guidance and support to junior tax staff and ensure ...
Quick apply
Certified Public Accountant (CPA)
New Smyrna Beach, FL · On-site
$70K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
BMC CPA's is a well-established CPA firm known for providing comprehensive accounting, tax, and ... fiduciary tax returns. * Provide technical guidance and support to junior tax staff and ensure ...
Certified Public Accountant (CPA)
New Smyrna Beach, FL · On-site
$70K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
BMC CPA's is a well-established CPA firm known for providing comprehensive accounting, tax, and ... fiduciary tax returns. * Provide technical guidance and support to junior tax staff and ensure ...
Quick apply
Certified Public Accountant (CPA)
New Smyrna Beach, FL · On-site
$70K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
BMC CPA's is a well-established CPA firm known for providing comprehensive accounting, tax, and ... fiduciary tax returns. * Provide technical guidance and support to junior tax staff and ensure ...
Fiduciary and Tax Manager (Confidential Search-Private Family Office)
Newtown Square, PA · On-site
$55K - $60K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Fiduciary and Tax Manager provides dedicated technical expertise in tax planning, compliance ... Minimum of 7 years' experience working in public accounting or a family office with an emphasis on ...
Fiduciary and Tax Manager (Confidential Search-Private Family Office)
Newtown Square, PA · On-site
$55K - $60K/yr
Medical
Dental
Vision
Life
Retirement
PTO
The Fiduciary and Tax Manager provides dedicated technical expertise in tax planning, compliance ... Minimum of 7 years' experience working in public accounting or a family office with an emphasis on ...
Family Office Fiduciary Advisor - $120-180K+ total compensation
Scottsdale, AZ · On-site
$120K - $185K/yr
Medical
Dental
Vision
Life
Retirement
PTO
PreferredCFP ® , CFA ® , CIMA ® , CPA, or other advanced financial designation.Experience ... Experience working within a fiduciary or family office environment.BenefitsStrong and uncapped ...
Quick apply
Family Office Fiduciary Advisor - $120-180K+ total compensation
Scottsdale, AZ · On-site
$120K - $185K/yr
Medical
Dental
Vision
Life
Retirement
PTO
PreferredCFP ® , CFA ® , CIMA ® , CPA, or other advanced financial designation.Experience ... Experience working within a fiduciary or family office environment.BenefitsStrong and uncapped ...
Tax Accountant CPA
$45K - $65K/yr
Medical
Tax return preparation includes fiduciary, business and personal income tax returns, as well as estate and gift tax returns and foreign bank account reporting. Requirements: * CPA license is ...
Quick apply
Tax Accountant CPA
$45K - $65K/yr
Medical
Tax return preparation includes fiduciary, business and personal income tax returns, as well as estate and gift tax returns and foreign bank account reporting. Requirements: * CPA license is ...
Certified Public Accountant (CPA)
Winston Salem, NC · On-site
$70K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... fiduciary tax returns. * Provide technical guidance and support to junior tax staff and ensure ... Qualifications: * CPA certification, preferred * Bachelor's degree in Accounting, Finance, or a ...
Quick apply
Certified Public Accountant (CPA)
Winston Salem, NC · On-site
$70K - $90K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... fiduciary tax returns. * Provide technical guidance and support to junior tax staff and ensure ... Qualifications: * CPA certification, preferred * Bachelor's degree in Accounting, Finance, or a ...
Family Office Fiduciary Advisor - $120-180K+ total compensation
Scottsdale, AZ · On-site
$120K - $185K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CFP ® , CFA ® , CIMA ® , CPA, or other advanced financial designation. * Experience serving high ... Experience working within a fiduciary or family office environment. Benefits * Strong and uncapped ...
Family Office Fiduciary Advisor - $120-180K+ total compensation
Scottsdale, AZ · On-site
$120K - $185K/yr
Medical
Dental
Vision
Life
Retirement
PTO
CFP ® , CFA ® , CIMA ® , CPA, or other advanced financial designation. * Experience serving high ... Experience working within a fiduciary or family office environment. Benefits * Strong and uncapped ...
Public Fiduciary information
What is a public fiduciary?
What is the difference between Public Fiduciary vs Private Fiduciary?
| Aspect | Public Fiduciary | Private Fiduciary |
|---|---|---|
| Credentials | Typically requires state certification or licensing | May require certifications like CFP or CFA, depending on services |
| Work Environment | Government agencies, public trust settings | Private firms, individual or family clients |
| Employer & Industry | Government, public sector | Financial advisory firms, private sector |
| Common Search Intent | Understanding public vs private fiduciary roles | Comparing private fiduciary services |
Public fiduciaries are government-appointed professionals managing public funds or trusts, often requiring specific state certifications. Private fiduciaries are typically financial advisors or trust companies serving individual or family clients, often holding certifications like CFP. Both roles involve managing assets and ensuring fiduciary duties, but differ mainly in employer, environment, and certification requirements.
What are the key skills and qualifications needed to thrive as a public fiduciary?
What are some of the most common challenges faced by public fiduciaries in managing client estates and assets?
What cities are hiring for Public Fiduciary jobs?
Cities with the most Public Fiduciary job openings:
What states have the most Public Fiduciary jobs?
States with the most job openings for Public Fiduciary jobs include:
What job categories do people searching Public Fiduciary jobs look for?
The top searched job categories for Public Fiduciary jobs are:

$60K/yr
Full-time
Re-posted 8 days ago
Job description
Purpose & Job Related Requirements REPORTS TO: Probate Court Judge FLSA STATUS: Exempt CLASSIFICATION: Personnel System; Requires satisfactory completion of a six-month probationary period. PAY GRADE: 119 SAFETY SENSITIVE: No Purpose of Job The purpose of this job is to perform functions associated with managing guardianship, conservatorship, and estate fiduciary filings and managing special projects within the department. Duties and responsibilities include, but are not limited to, maintain a docket of all fiduciary filings required by law to make returns each year and ensure fiduciary filings are made annually until discharged, review and assess fiduciary filings for compliance with Georgia law, working with fiduciaries to come into compliance, training new fiduciaries on the reporting required by Georgia law, managing special projects, and performing additional tasks as assigned.
Job Related Requirements May be required to work on religious holidays. Regular and predictable attendance is required. Must work cooperatively with others.
When requirements include vehicle operation, responsible for the safety, readiness and operation of the vehicle and must abide by ACC's safe driving policy. Minimum Training & Experience Required to Perform Essential Job Functions Bachelor's degree in public administration, business administration or accounting with three years of fiduciary, cost accounting, accounting or related experience required; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this position. Valid driver's license required Essential Duties, Responsibilities The following duties are normal for this job.
These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. Examines inventories, annual returns, inventory & asset management plans, and any attachments thereto for mathematical errors, substantive problems indicating possible violation or neglect of fiduciary duties, and improper or incomplete reporting on management of assets.
Monitors current filings of inventories, inventory & asset management plans, annual returns, personal status reports, reminds fiduciaries of returns coming due, warns them if still not filed, and prepares show cause orders for the judge's signature when failure to file continues. Manages special projects involving increase in caseloads in this county, in comparison to other counties, and assists the staff attorneys and the judges with long and short range planning; provides research and statistical comparison reports associated with planning. Provides the court with technical assistance and training on special projects including performance measures and data management.
Works with court employees to research operational issues of concern, defines problems and recommends solutions; provides necessary reports on issues to the staff attorneys and/or the judges. Contacts other clerks to research their operations and recommend policy, procedural changes and/or programs for the court. Performs other related duties as required.
Knowledge, Skills and Abilities Knowledge of the principles, practices and procedures of the Court. Knowledge of policies and procedures necessary in the completion of daily responsibilities. Knowledge of all applicable laws, ordinances, policies, standards and regulations pertaining to the specific duties and responsibilities of the job.
Knowledge of established organizational, managerial and human relations methods and techniques. Knowledge of principles and practices of court administration, relevant laws, ordinances, budgetary processes and procedures and the theory and principles of program development and implementation. Knowledge of modern office procedures; accounting, bookkeeping and budgeting principles and practices; the unified government accounting system; and various computer software systems utilized in budget preparation.
Knowledge of word processing, spreadsheets and/or other software relevant to the position. Ability to operate various office equipment including computer, printer, calculator, copier, fax, scanner and telephone. Ability to develop and administer operations and staff plans and objectives for the expedience and effectiveness of specific duties of the position.
Ability to develop and implement long-term goals for the department in order to promote effectiveness and efficiency. Ability to keep abreast of any changes in policy, methods, operations, budgetary and equipment needs, etc., as they pertain to departmental operations and activities. Ability to effectively communicate and interact with management, employees, members of the general public and all other groups involved in the activities of the Athens-Clarke County Government as they relate to the Probate Court
Ability to assemble information and make written reports and documents in a concise, clear and effective manner. Ability to comprehend, interpret, and apply regulations, procedures, and related information. Ability to handle required mathematical and statistical calculations.
Supplemental Information (ADA) MINIMUM QUALIFICATIONS OR STANDARDS REQUIRED TO PERFORM ESSENTIAL JOB FUNCTIONS PHYSICAL REQUIREMENTS: Must be physically able to operate a variety of machinery and equipment including a computer, typewriter, and calculator. Must be able to use body members to work, move, or carry objects or materials. This position requires: walking, standing, bending, stooping, pushing, pulling, lifting, fingering, grasping, feeling, seeing, talking, hearing, and repetitive motions.
Must be able to exert up to 10 pounds of force occasionally. Physical demand requirements are at levels of those for sedentary work. DATA CONCEPTION: Requires the ability to compare and/or judge the readily observable functional, structural,or compositional characteristics (whether similar to or divergent from obvious standards) of data, people, or things.
INTERPERSONAL COMMUNICATION: Requires the ability to hear, speak and/or signal people to convey or exchange information. Includes giving/receiving assignments and/or directions. LANGUAGE ABILITY: Requires the ability to read a variety of reports, forms and informational documentation, directions, instructions, and methods and procedures.
Requires the ability to prepare forms, reports, letters, memoranda, and miscellaneous documents using prescribed formats and conforming to all rules of punctuation, grammar, diction, and style. Requires the ability to speak to people with poise, voice control, and confidence. INTELLIGENCE:Requires the ability to learn and understand basic principles and techniques, to acquire and be able to expound on knowledge of topics related to primary occupation, and to make independent judgment in the absence of management.
VERBAL APTITUDE: Requires the ability to record and deliver information, to explain procedures, and to follow oral and written instructions. Must be able to communicate effectively and efficiently in a variety of administrative, technical, or professional languages including legal and accounting terminology. NUMERICAL APTITUDE: Requires the ability to utilize mathematical formulas, to add and subtract totals, to multiply and divide, and to utilize and determine percentages.
FORM/SPATIAL APTITUDE:Requires the ability to inspect items for proper length, width, and shape, visually and with automated office machines. MOTOR COORDINATION: May require the ability to coordinate hands, fingers, and eyes accurately in using automated office equipment. Requires the ability to use the keyboard, lift, bend, push, and pull objects or materials using body parts as the position necessitates.
MANUAL DEXTERITY: Requires the ability to handle a variety of items such as a computer, telephone and calculator. Must have the ability to use one hand for twisting or turning motion while coordinating other hand with different activities. Must have minimal levels of eye/hand/foot coordination.
COLOR DISCRIMINATION: May require the ability to differentiate between colors and shades of color. INTERPERSONAL TEMPERAMENT:Requires the ability to deal with people beyond giving and receiving instructions. Must be adaptable to performing under moderate stress when confronted with an emergency.
PHYSICAL COMMUNICATION: Requires the ability to talk and/or hear: (Talking-expressing or exchanging ideas by means of spoken words). (Hearing - perceiving nature of sounds by ear). Must be able to communicate via telephone and two-way radio.
ACCGov is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation to participate in the job application or interview process, contact Leah Jagatic, HR Coordinator, Human Resources, 762-400-6370 or leah.jagatic@accgov.com.