- PNC (PA)
- …year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team ( estate ... tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the...qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience… more
- JPMorgan Chase (New York, NY)
- …personal development and training. * Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Estate Officer, attending ... * Ability to partner with client's other advisors (attorney, accountant ); highly respected by external professional advisor community. *...years of relevant experience focused in the Trust and Estate business; either at a corporate fiduciary … more
- JPMorgan Chase (Miami, FL)
- …increasing business with current clients; professional advisor cultivation * Reading the fiduciary materials which are circulated to each Estate Officer, ... Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts &...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for a Tax Accountant to join our team in the legal industry, located in Lake Geneva, Wisconsin. The Tax Accountant will be responsible ... You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping and...and Federal Income Tax Return * Ability to handle Fiduciary Income Tax Return * Experience in preparing Income… more
- Regions Bank (St. Petersburg, FL)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and ... Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting,… more
- Regions Bank (Orlando, FL)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and ... Trust Advisor is responsible for the acquisition of Personal Trust, Estate , IRA and Investment Management client relationships. Responsibilities include prospecting,… more
- Regions Bank (Hoover, AL)
- …Bank + Or Master of Business Administration (MBA) + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial ... with Trusts, Individual Retirement Accounts, Natural Resources and Real Estate , and Charitable Trusts. **Primary Responsibilities** + Provides guidance...Planner (CFP), or Accredited Investment Fiduciary (AIF) and four (4) years… more
- Regions Bank (Knoxville, TN)
- …Managed Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust, and estate , ensuring account administration follows the fiduciary procedures. ... and retention, trust modifications, trust loan approvals and real estate improvements + Supports fee set up, and daily...Planning, Investment or related experience + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor… more
- JPMorgan Chase (Columbus, OH)
- …to a team with a long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities : + Work with the Account Opening Group to open ... estate or trust accounts. + Interpret the governing instrument...circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. +… more