AMG NATIONAL TRUST Jobs

AMG NATIONAL TRUST

VIRGINIA BEACH, VA | 96 followers

AMG NATIONAL TRUST Overview

WEBSITE amgnational.com
HEADQUARTERS VIRGINIA BEACH, VA
SIZE 50 - 100
FOUNDED 1972
CEO DAVID BERGREN
REVENUE $10M - $50M
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About AMG NATIONAL TRUST

AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.

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Banking Associate at AMG NATIONAL TRUST

Greenwood, CO | Full Time
$38k-46k (estimate)
4 Months Ago
To perform intermediate duties and support related to branch operational activities and financial services. Responsibilities. New Accounts. . Assist consumer and business customers and lenders in their selection of various accounts, products and financial services available from the Bank. present cross-sell opportunities by applying professional sales techniques. Interview customers to obtain information. establish proper identification of new cu...

Tax Accountant at AMG NATIONAL TRUST

Greenwood, CO | Full Time
$72k-90k (estimate)
0 Months Ago
REQUIREMENTS. Bachelor's degree or equivalent in Accounting or Tax. Licensed CPA preferred. Two plus years of tax preparation professional experience preferred. Possess a basic knowledge of Federal and state tax laws. Proficient in MS Word and Excel, general ledger, and tax preparation software. RESPONSIBILITIES. TECHNICAL. Prepare tax returns for individuals, partnerships, trusts, foundations, retirement plans, S- corporations in professional ma...
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