- Michael Page (New York, NY)
- … fiduciary issues and best practices. Stay current on developments in trust / estate taxation and fiduciary accounting rules. MPI does not discriminate ... taxation, court accounting rules, and trust / estate administration. Experience with fiduciary accounting software (eg, OneSource, GEMS, or similar)… more
- MAP SSG (New York, NY)
- …returns Prepares and files Federal and state fiduciary income tax returns Prepares estate and trust accountings to be filed in the Surrogate's Court for ... Applies principles of fiduciary accounting to analyze financial information...ie, QPRTs, GRATs, CRATs and CLUTs) Maintains and updates estate and trust accounts and records (tax… more
- Aston Carter (Phoenix, AZ)
- …with Forms 1041, 5227, 709, and 706. Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. Proficiency ... Job Title: Tax Preparer - Estate and Trust Job Description Well-established,...training. The position involves preparing various federal and state fiduciary income tax returns and estate tax… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trusts and decedent's estates. *Maintains a thorough knowledge and understanding of trust accounting principles. *Maintains technical abilities for the purposes ... Job Description Summary Administer basic-level processes for personal trust , estate , and custody accounts. Fulfills...and administering personal trusts. This includes the use of trust accounting and management software as well… more
- US Bank (Gresham, OR)
- …fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting /reporting, and other regulatory compliance requirements Strong ... Trust School Program Preferred Skills/Experience Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts… more
- BOK Financial (Overland Park, KS)
- …Job Description The Trust Officer is responsible for administering personal trust , custody and estate , investment agency and IRA accounts. Provides ... maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and...client accounts. Knowledge of the interpretation and application of estate plans, trust document provisions, trust… more
- Umpqua Bank (Henderson, NV)
- …of the trust data processing system, as well as general principles of trust accounting and estate tax law. Strong interpersonal skills in order ... environment as well as independently. Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. Ability to use… more
- Wright Staffing Source (New York, NY)
- …Review complex gift, estate and fiduciary income tax returns; Review fiduciary accounting for trusts and estates; Provide tax planning and consulting to ... Opportunity: The Tax Manager will work predominately with our trust and estate clients, as well as...from start to finish. Required Skills: Bachelor's degree in Accounting ; Master's in Tax is a plus Must have… more
- Whittier Trust (Seattle, WA)
- …ethic Team/people oriented Highly organized with good time management skills Understanding of trust accounting and/or estate planning concepts preferred but ... At Whittier Trust , we aren't just a financial institution, we...diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services.… more
- Kaizen Stackup (Los Angeles, CA)
- …you are? We're a fast-growing litigation firm known for tackling the most intricate estate and trust conflicts with precision, grit, and an unwavering commitment ... meaningful work alongside top-tier professionals. What You'll Do: Lead contested probate, trust , and fiduciary matters from case intake through resolution.… more
- Executive Resource Systems (Salem, OR)
- …should have a strong working knowledge of the trust taxation theory, trust / fiduciary accounting income, and distributable net income rules, and be ... efficient, accurate, complete, and timely preparation and review of estate , gift, and fiduciary tax returns, as... trust agreements. Participate in special engagements involving estate planning, tax accounting , consulting, and research.… more
- Tompkins Community Bank (Ithaca, NY)
- …of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience… more
- PNC (PA)
- …date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team ( estate settlement). You will work ... an assigned group of tax preparers from an outside accounting firm and PNC Fiduciary Advisors who...The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation… more
- Wells Fargo (Palm Beach, FL)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... 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
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst Sr.The Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate ... accounts. This role is also responsible for updating the trust accounting platform, completing account funding requirements,...movement of assets until the account is funded. The Trust Fiduciary Analyst Sr. will also maintain… more
- Aston Carter (Phoenix, AZ)
- …with Forms 1041, 5227, 709, and 706. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. + Proficiency ... training. The position involves preparing various federal and state fiduciary income tax returns and estate tax...of public accounting tax experience, focusing in estate and trust tax. + Hands-on experience… more
- Aston Carter (Phoenix, AZ)
- …with Forms 1041, 5227, 709, and 706. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. + Proficiency ... Description We are seeking a knowledgeable and dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …and discharge of the bank's legal/ fiduciary responsibility for all assigned estate and trust accounts. This position would be responsible for retaining ... and discharge of the bank's legal/ fiduciary responsibility for all assigned estate and trust accounts by performing the following duties: + Makes… more
