- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... the gross estate of the decedent for estate tax purposes. Job Responsibilities : +...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more
- JPMorgan Chase (Dallas, TX)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... the gross estate of the decedent for estate tax purposes, it is the ...retain and deepen client relationships New Business *You will Partner with Wealth Advisors, Bankers, Investors, and Trust… more
- JPMorgan Chase (Newark, DE)
- **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & Estates ... 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
- CIBC (New Brunswick, NJ)
- …accountability for the timely, accurate, and professional administration of large and complex estate , trust and power of attorney accounts. You will identify and ... consistency with account objectives, constating documents and legislation. + ** Trust & Estate Acumen -** Ensure the...the unique needs of clients and the characteristics of Estates and Trust .Establish effective tracking, monitoring and… more
- Bankers Trust (Des Moines, IA)
- …as needed. . Partner with key business partners to assist in estate and trust administration, as needed, with attorney communications, analysis and review, ... a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some...& Abilities: . Extensive knowledge of investment management; and, tax , estate planning concepts /techniques . Thorough… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...Frequent communication with clients via email and phone. + Partner with the Estate Officer to retain… more
- Bausch + Lomb (Bridgewater, NJ)
- …eye health needs throughout their lives. Our iconic brand is built on the deep trust and loyalty of our customers established over our 170-year history. We have a ... A key member of the Bausch + Lomb Real Estate Management Team, the Director of Real Estate...and manage the lease requirements (financial and contractual) and partner with the global site leads to implement fit… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Half. If you're eager to learn from an experienced partner with an interest in furthering their career, you...Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail -… more
- Robert Half Finance & Accounting (Canton, MA)
- …hybrid work from home schedules Tax , Tax - Corporate, Tax - Fiduciary - Trust & Estate , Tax - Individual, Tax - Multi-state, Tax - ... maintain positive relationships with client + Ensure utmost client trust in team + Advise client on tax...opportunities + Oversee all aspects of Individual, Partnership, Corporate, Trust and Estate issues + Review returns… more
- Cherry Bekaert (Raleigh, NC)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... practice. In this role, you will be responsible for tax research, reviewing individual, trust , and partnership... tax compliance and planning as well as estate tax compliance and planning are a… 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
- Citigroup (New York, NY)
- …and proven technical proficiency in legal, investment, and tax issues relative to trust and / or estate management and administration + Strong team player ... and continued growth of their trust assets to achieve the client's specific trust and estate planning objectives. **Job Requirements** + Manage a book of … more
- Robert Half Finance & Accounting (Carson City, NV)
- …years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate ) as well as very interesting project accounting for a ... a fantastic track record of promoting capable professionals to partner . If you are interested in hearing more about...and practical application of Tax - Partnership, Tax - Trust & Estate ,… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …opportunity for career and compensation advancement. The firm focuses on complex individual, trust , estate , and business tax work. Familiarity with ... is preferred but not required. Responsibilities will include reviewing and preparing complex trust , estate , individual, and business tax returns as well as … more
- M&T Bank (Syracuse, NY)
- …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 (Buffalo, NY)
- …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
- Cherry Bekaert (Cincinnati, OH)
- …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
- Raymond James Financial, Inc. (Columbus, GA)
- …as may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate … more