- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust...+ Work with the Account Opening Group to open estate or trust accounts. + Interpret the… more
- JPMorgan Chase (Newark, DE)
- …the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & ... Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax , administrative and...develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust … more
- JPMorgan Chase (Miami, FL)
- …role to oversee the administration of the trusts. Job Responsibilities: + Analyze trust documents for legal, tax , administrative and investment issues and ... The Global Trusts & Estates Practice is an integral part of the...specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve… more
- Edward Jones (Tempe, AZ)
- …our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan ... and Financial Advisor to uncover, understand, and articulate client estate and legacy goals. + Partner with...Estate & Financial Planning + Wealth Management & Tax Optimization + Project Planning & Problem Solving Credentials… more
- East House Corporation (Rochester, NY)
- Vice President of Real Estate , Facilities, Purchasing & Contracting Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Ave+Rochester+NY+USA+14607) Description ... healing and long-term recovery. Position Overview:The Vice President of Real Estate , Facilities, Purchasing & Contracting is a senior-level leader responsible for… more
- IBM (San Jose, CA)
- …to identify outliers, opportunities, and garner insights over the delivery of real estate services. PROGRAM MANAGEMENT + Partner with clients to collect and ... Your Role and Responsibilities This position is responsible for managing the real estate strategy and performance for the assigned portfolio in alignment with IBM's… more
- Robert Half Finance & Accounting (Bridgewater, NJ)
- …savings for clients. * Participate in planning and implementing tax strategies for estates and trusts. * Review and interpret trust documents to ascertain ... Description Responsibilities: * Oversee and manage the preparation of tax returns for individuals, trusts, and entities. * Deliver...tax implications. * Partner with clients and other professionals to gather necessary… more
- M&T Bank (North Palm Beach, FL)
- …as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- M&T Bank (Burlington, VT)
- …as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- M&T Bank (Radnor, PA)
- …current knowledge of regulatory requirements and Federal and state law concerning trust and estates . Maintain current knowledge of industry standards and ... providing leadership, direction and oversight of efforts associated with the Trust Practice, inclusive of regulatory compliance requirements and strategic goals… more
- Cherry Bekaert (Louisville, KY)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Cincinnati, OH)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Nashville, TN)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... understanding of varied business entities and industries + Experience with complex individual tax compliance and planning; estate tax compliance and planning… more
- JPMorgan Chase (San Francisco, CA)
- …Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... Advice is a group of experts in trusts & estates , tax planning, financial planning and planning...Ability to drive business results with broad background in trust and estate planning issues + A… more
- CIBC (San Francisco, CA)
- …aspects of an assigned book of trust accounts. Along with the Senior Trust Advisor, the Administrator will partner with front office teams and provide ... of trust account and beneficiary information in trust accounting system. + Partner with Relationship...**Who you are** + 2-3+ years of experience in estate and trust administration, preferably at a… more
- Cherry Bekaert (Louisville, KY)
- …are provided in a timely manner to avoid surprises. + Provide the engagement partner responsible for the tax work with timely status updates and communicate ... businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic...and involve the partner in the resolution of client service, … more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... Tax Manager - High Net Worth Individuals & Family...career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll… more
- Robert Half Accountemps (Milwaukee, WI)
- …of individual tax preparation and filing * Proficiency in fiduciary tax , specifically Trust & Estate tax * Familiarity with corporate tax return ... for high net worth clients. * Handle small business/fiduciary tax returns. * Assemble files for partner ...business/fiduciary tax returns. * Assemble files for partner review. * Manage client financial information. * Complete… more
- City of New York (New York, NY)
- …'s Modernization & Preservation Program to ensure each project is successful. 2. Partner closely with the Trust and NYCHA stakeholders to prepare financing ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...based on a variety of sources and may include tax credit equity, bonds, and different sources of subsidy.… more
- Comerica (Farmington Hills, MI)
- … Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate Settlement Trust Advisors to open trust accounts. This role ... internal clients (including Trust Specialists, Trust Advisors, Trust Client Assistants, Investment Strategists, Tax Officers, Wealth Management Risk,… more