- SourcePro Search, LLC (New York, NY)
- …as assigned and assist attorneys when needed. Specific Skills Desired: 5+ years as a trust and estate fiduciary accountant or experience in a closely related ... estate , gift, and income tax returns and estate and trust accountings. This position includes...other professionals. Primary Functions: Preparation of federal and state estate and gift tax returns. Preparation of probate/ fiduciary… more
- Synectics Inc (Scottsdale, AZ)
- …with Forms 1041, 5227, 709, and 706. Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. Proficiency ... ideal candidate will have a strong background in preparing fiduciary and estate tax returns, including Forms...Forms 1041 and 706, and a solid understanding of estate and trust accounting and… more
- PKF O'Connor Davies (Newburgh, NY)
- …services. Review individual, fiduciary , estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal and State tax ... and Tax Compliance Services. Essential Duties: Provide high level fiduciary , personal income, gift and estate tax...required. 7+ years' experience working with trust , estate and gift matters required. Public accounting … more
- Soros Fund Management (New York, NY)
- …The Chief Financial Officer (CFO) plays a critical role as a fiduciary advisor, responsible for ensuring the long-term financial health, ethical integrity, and ... with investment strategies, and counsels family members directly on budgeting, fiduciary responsibility, and prudent financial decision-making. A key component of… more
- SourcePro Search, LLC (Newark, NJ)
- …include: Financial Management and Accounting : Manage estate and trust account checkbooks for fiduciary attorneys Process checks for estate ... Administration Support: Track income and distributions, and maintain accurate trust records Assist with trust accounting... trust records Assist with trust accounting filings Tax Projections & Analysis: Prepare estate… more
- The Hollister Group (Boston, MA)
- …Preparation of all tax return types (ie, personal, corporate, partnership, estate / trust , Gift, Not-for-profit, etc.) Preparation and review of corporate, ... a position that matches your experience and ambition! Our Accounting & Finance Staffing team is currently looking to...S-corporation, partnership, and fiduciary returns Prepare Payroll and Sales tax returns Prepare… more
- LHH Recruitment Solutions (Hartford, CT)
- …aspects of the estate and trust administration process. Fiduciary administration and/or accounting experience is desirable. Primary responsibilities will ... of documents relating to the identification, collection, and valuation of assets; Fiduciary accounting ; and Preparation of estate , gift, and income tax… more
- Tompkins Community Bank (Ithaca, NY)
- …Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience in fiduciary ... Team, the individual in this role will prepare detailed fiduciary accountings and draft estate and ...including Microsoft Word, Excel, and PowerPoint + Experience with trust accounting systems and tax software applications,… 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 (Austin, TX)
- …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
- Robert Half Finance & Accounting (New York, NY)
- …years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm or Bank Trust Department + Knowledge of Tax Forms 1041, 709, 706, ... to payment dates + Coordination of distributions to various trust beneficiaries + Arrange for payment of estimated taxes...returns and to resolve tax issues. Job Knowledge: + Fiduciary Income Tax + Gift Tax + Estate… 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
- Wells Fargo (San Francisco, CA)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Develop and ... 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
- Aston Carter (Phoenix, AZ)
- …+ 3-5+ years of public accounting tax experience + Strong knowledge of fiduciary accounting and tax law + Proficiency in tax software (eg,Thomson Reuters, ... our dynamic and growing team! If you're experienced in estate and trust tax prep and enjoy...to thousands of clients across the globe. Specialized in accounting , finance, human resources, talent acquisition, procurement, supply chain… more
- Robert Half Finance & Accounting (Reno, NV)
- …preferred. * Working knowledge of trust and agency account administration, including estate planning, fiduciary accounting , securities, real estate , ... Description Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Trust...that provides a diverse array of services, including tax, accounting , investment, fiduciary and general services to… more
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