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.



Tax Specialist - Trust Services

Guardian Case Manager - Dunham Trust Services

Trust Officer - Wyoming

Future Dunham Trust Career Opportunities

Tax Specialist - Trust Services

Department Dunham Trust Company
Career Type Full Time
Posted 2/9/2024

Description

TAX SPECIALIST

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 a Trust Tax Specialist who will be responsible for coordinating tax filings for clients and handling a broad range of administrative responsibilities within the tax department.

Must be willing to work onsite in the downtown Reno 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 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/Bachelor Degree in progress in accounting or tax related field or equivalent industry experience preferred.

Experience Required:

  • 1-3 years’ experience in a business environment, preferably in CPA/Tax;
  • 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.

Guardian Case Manager - Dunham Trust Services

Department Dunham Trust Company
Career Type Full Time
Posted 1/11/2024

Description

CASE MANAGER

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, Dunham Trust Company was chartered in 1999. The firm also has executive offices in Loveland, Colorado and Las Vegas, Nevada.

The Case Manager will be responsible to assess, facilitate, manage, and oversee assigned cases with respect to individual guardianship and non-guardianship cases related to psycho/social issues.

This position is in-office with the ability to travel to client locations as needed with own trasnportation (good driving record required).  We are not able to sponsor visas at this time.

Primary Responsibilities:

  • Assess the financial and physical needs of individuals through interviews, including relatives, or other concerned individuals, to make eligibility determinations and coordinate available community resources and professional care decisions to meet their needs within their economic means;
  • Manage or assist in the management of the finances of persons, monitoring and documenting all transactions to ensure sufficient resources to pay claims and expenses; provide financial status reports to the courts in compliance with accepted fiduciary standards and Nevada Revised Statutes;
  • Consult with public officials, agency representatives, and other professionals regarding the provision of services and problem resolution;
  • Anticipate client’s needs and address appropriately, including arranging transportation, setting up medical appointments, ordering medication refills, and managing finances;
  • Complete Medicaid/Medicare applications, create care plans, research benefits for which the client may be eligible;
  • Monitor well-being of each person through in-person visits as well as contact with group homeowner, hospital/facility manager, and/or family members;
  • When needed ensure the person is receiving the community interactions appropriate for their situation; 
  • Make medical decisions and provide consents honoring all previous advanced directive decision making documents issued on behalf of the person;
  • Communicate as appropriate with all relevant parties regarding changes in placement, medical condition, and/or any restrictions to the person;
  • Complete wellness visits on at least a monthly basis and regularly maintain up-to-date reports in the local database, as well as complete Annual Report of Guardian and assist with the accounting; attend court hearings on such;
  • Collect and search for information on next of kin (family members); per court order or direction of attorney, distribute wills, pertinent documents, and other assets to appropriate parties while demonstrating diplomacy and tact with grieving family members;
  • Other assistance as needed;
  • File for any benefits or assistance for which the person is eligible.

Education Required:

  • Bachelor’s degree in social work, Psychology, Nursing or any field of study that may relate to the care of persons with behavioral/disability needs;
  • 2 years relevant course work
  • Ability to obtain Licensed Social Worker (LSW) designation within a designated time period.

Experience Required:

  • Minimum of two years of demonstrated experience or a combination of experience and training working with seniors, adults with mental illness and/or adults with disabilities.
  • Demonstrated understanding of provision of social and human services.

Special Skills Required:

  • Able to use independent judgment, analytic thinking, and discretion to interact with internal and external clients to provide excellent service;
  • Ability to work under intensive deadlines with frequent interruptions;
  • Must have good computer skills with ability and willingness to maintain regular and reliable documentation;
  • Exhibits professional, confident, and positive demeanor with clients and co-workers;
  • Possesses excellent organizational skills with outstanding attention to detail and follow-up
Trust Officer - Wyoming

Department Dunham Trust Company
Career Type Full Time
Posted 1/11/2024

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 Trust Career Opportunities

Department Dunham Trust Company
Career Type Full Time
Posted 10/15/2018

Description

Dunham Trust Company, Inc. (DTC) 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