- Commerce Bank (St. Louis, MO)
- … fiduciary perspective preferred Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred **Level of role is ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Veracity Solutions (New York, NY)
- …and accountants, and the preparation of estate tax returns and fiduciary accountings. Responsibilities also include asset distribution, trust funding, and ... Trust and Estate Administration Paralegal New... Trust and Estate Administration Paralegal New York City, New York...firm or similar. Solid experience is required. Seeking a Trust and Estate Administration Paralegal with over… more
- EisnerAmper LLP (New York, NY)
- …autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We ... field is required 8+ years of tax compliance, specialization in individual, fiduciary , estate and gift taxation Recent Public Accounting experience CPA… more
- Goldman Sachs, Inc. (Dallas, TX)
- …QUALIFICATIONS EXPERIENCE & SKILLS WE'RE LOOKING FOR 5+ years of experience in estate and trust planning and administration Law Degree required Understanding of ... core concepts of estate planning and administration required Experience with fiduciary income tax return preparation and estate and gift tax return… more
- Gpac (Bethesda, MD)
- …working with a mid-size firm that is seeking an Associate Attorney to join their Trust and Estates Practice. If you're looking for a great opportunity to continue to ... estates in Maryland, the District of Columbia or Virginia Experience preparing fiduciary accountings and tax returns Perform complex tax research projects regarding… more
- The Perna Team at Detroit (Detroit, MI)
- …We are looking for a motivated licensed agent who wants to focus on the probate and trust real estate arena. You will learn the initial contact, all the way to ... and Fiduciary networking *Pull info from the courts *Close probate real estate sales *Probate and trust listing appointments Qualifications *Must have a… more
- Allworth Financial (Dallas, TX)
- …Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and ... 2022. The Financial Services department of Allworth Financial is looking for an Estate Planning Specialist to add to its growing team to provide integrated financial… more
- First Horizon (Knoxville, TN)
- …depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management ... at location listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers… more
- US Bank (Gresham, OR)
- … Trust School Program Preferred Skills/Experience Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts ... for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management...work experience 10 or more years of experience in Trust administration or 4+ years in trust … more
- PNC Financial Services Group, Inc. (Louisville, KY)
- …opportunity to contribute to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Fiduciary Advisors organization, you will be ... for an IMA Book of business, and will also partner and support a Fiduciary Advisor responsible for managing a Trust book, and will involve policy/procedure… more
- Hancock Whitney Corp. (Tampa, FL)
- …owners, beneficiaries and/or remainder men. Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, ... by visiting and logging into your account. JOB FUNCTION / SUMMARY: Trust Relationship Manager 3's manage and develop complex wealth management client relationships… more
- Fawkes IDM (Hackensack, NJ)
- …and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc. Requirements 5+ years of experience in a ... and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey,… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …documents and Surrogate's Court related filings Knowledge of estate and trust income taxation Knowledge of fiduciary accounting preferred Experience with One ... will provide support to the US private clients lawyers in all aspects of trust and estate administration. Responsibilities Prepare, edit and review probate or… more
- Cerami Search Group (Dallas, TX)
- …for a highly skilled professional with a strong background in both transactional estate planning and probate/ trust litigation. The ideal candidate will have a ... a fast-paced legal environment. Key Responsibilities: Draft, file, and manage estate planning documents, probate pleadings, petitions, fiduciary accountings, and… more
- TD Bank Group (Manchester, NH)
- …compliance, relationship management, and planning for an assigned section of US Wealth trust and estate accounts and individual investment accounts. This role ... works closely with US Wealth Trust Officers and Investment Advisors to obtain tax information,...fiduciary income taxation Experience using Thomson Reuters OneSource Trust Tax platform Ability to independently manage assigned account… more
- RightWorks (Salem, OR)
- …role, you will be responsible for the accurate, efficient and timely preparation of estate , gift and fiduciary tax returns, as well as corporate, pass-through ... Qualified candidates must have a strong working knowledge of trust taxation theory, trust and fiduciary...planning documents, including power of attorney, wills, codicils, and trust agreements Participate in estate planning, tax… more
- Weiner Law (San Clemente, CA)
- …In this role, you will represent clients in contested probate and trust matters, including disputes involving wills, estates, fiduciary responsibilities, and ... Responsibilities *Represent clients in probate litigation matters, including will contests, trust disputes, and estate -related conflicts. *Represent clients in… more
- Husch Blackwell (St. Louis, MO)
- …client case management. ESSENTIAL JOB FUNCTIONS: Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. Maintain financial ... (FSCM) business unit. Responsible for a full range of estate administration matters by providing assistance to the Firm's...records of trusts; perform trust accounting; audit accounts. Maintain G/L accounts, reconcile broker… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and… more
- Wells Fargo (Austin, TX)
- … beneficiaries, and/or with families of disabled individuals + Knowledge and understanding of estate , trust , or fiduciary administration + Ability to read ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
