Current Openings

Thank for your interest in working with Dunham & Associates.



Apply for a specific Career Opening by clicking the Apply button at the bottom of each job posting. Click on "Future Career Opportunities" to apply for any positions not currently listed. Attach a copy of your resume in MS Word or PDF formats.

If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.



Enrolled Agent (EA) Tax Specialist - Dunham Trust

Trust Officer - Dunham Trust Wyoming

Future Dunham & Associates Career Opportunities

Enrolled Agent (EA) Tax Specialist - Dunham Trust

Department Dunham & Associates
Career Type Full Time
Posted 4/15/2024

Description

ENROLLED AGENT (EA)

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada and Loveland, Colorado.

DTC is looking to hire an Enrolled Agent (EA) Tax Specialist who will manage and coordinate trust tax filings for clients and be responsible for handling a broad range of administrative responsibilities within the tax department.

Must be willing to work onsite in our Reno or Las Vegas office; this is not a work-from-home opportunity.

Essential Functions: (Primary responsibilities)

  • Work with internal trust operations team and external CPAs to coordinate preparation of tax filings for trust clients;
  • Ensure all deadlines are met in a timely manner;
  • Serve as point of contact for any tax-related matters and inquiries;
  • Review and follow-up on tax-related correspondence and related phone calls from IRS, CPAs, clients, and officers;
  • Ensure all records are accurate and up-to-date;
  • Perform other tasks as requested.

Education Required:

  • High School diploma required. Associate or Bachelor Degree in accounting, bookkeeping or tax related field or equivalent industry experience preferred.

Experience Required:

  • Enrolled Agent (EA) designaton required;
  • 1-3 years’ experience in a business environment, preferably in a CPA / Tax office;
  • Experience working with taxes and related filing requirements;
  • Working knowledge of Microsoft Office software mainly in Excel, Word and Outlook;
  • Salesforce or other CRM experience preferred.

Special Skills Required:

  • Knowledge of tax documents and filing requirements;
  • Understanding of Sharefile or similar secure mailing software;
  • Strong written and oral communication skills;
  • Ability to maintain positive working relationships with staff, internally and externally;
  • Impeccable record-keeping, organizational, and time management skills;
  • Ability to work independently and take initiative.

Salary commensurate with experience:  $22 to $30 per hour

Trust Officer - Dunham Trust Wyoming

Department Dunham & Associates
Career Type Full Time
Posted 2/6/2024

Description

TRUST OFFICER

An Opportunity to Craft Your Future

Are you ready to unleash your potential and embark on a journey of innovation and growth? If you are excited about building something exceptional from the ground up, consider exploring an extraordinary opportunity with Dunham Trust Company!

With 24 years of expertise as a trusted Nevada trust company, we are setting our sights on Wyoming and seeking passionate individuals to spearhead this exciting venture.

Who We Are

Established in 1999, Dunham Trust Company has honed its legacy in trust services and wealth management. Our footprint spans Reno to Loveland, Colorado, and Las Vegas, built on our commitment to excellence.

The Opportunity

As a Trust Officer in our upcoming Laramie, Wyoming office, you will be part of the team to build a genuinely exceptional Private Trust Company catering to families with $20 million to $200 million in assets. This role is your canvas to craft an unparalleled client experience together with personal and professional satisfaction.

This is not just a career move but a chance to pioneer a groundbreaking institution in our new Private Trust Office in Laramie, Wyoming. Our client-centric approach empowers a diverse clientele, offering abundant growth opportunities.

Ready to ignite your potential and be part of innovation and growth?  Apply on the career page of our website www.dunhamtrust.com

Essential Functions:

  • Develop professional relationships with clients and their dependents and function as the clients’ trusted advisor, anticipating their wealth planning needs;
  • Coordinate fiduciary and administrative services for clients;
  • Administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk;
  • Execute the terms of any estate plan or document in which Dunham Trust serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests;
  • Collaborate with clients’ advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan and to ensure proper tax planning;
  • Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;
  • Contribute meaningfully to business development by proactively prospecting for clients and building the business pipeline by soliciting and receiving referrals from existing clients, internal business partners, and centers of influence;
  • Participate actively in community affairs and professional associations and attend community and/or industry-specific forums, conferences, and/or meetings in order to broaden relationships, network, and continually deepen knowledge of trends, practices, products, and competitors;
  • Serve as valued team member and resource for other Dunham Trust and affiliate team members; provide back-up for other Trust Officers as needed.

Education Required:

Bachelor’s degree required

Professional license (CTFA, CFP, CPA preferred)

Experience Required:

Minimum of 5 years of demonstrated personal trust administration experience;

Demonstrated understanding of financial markets and investment theory.

Other Requirements:

Demonstrated history as a self-starter with tremendous initiative and accountability

Ability to travel to client locations as needed;

Ability to work under intensive deadlines with frequent interruptions;

Excellent presentation and verbal/written communication skills;

Able to use independent judgment and discretion to interact with internal and external customers to provide excellent service;

Professional, confident, and positive demeanor;

Excellent organizational skills with outstanding attention to detail.

Future Dunham & Associates Career Opportunities

Department Dunham & Associates
Career Type Full Time
Posted 10/10/2018

Description

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Thank you!

Human Resources