- 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, ... Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts, ensuring...ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience… more
- JPMorgan Chase (New York, NY)
- …JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the...JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting , tax and investments concepts… more
- Robert Half Finance & Accounting (Syracuse, NY)
- … estates . This role involves direct client interaction, document preparation, and estate / trust accounting . In addition to their many other company ... fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- CIBC (New York, NY)
- …to BSA/AML obligations. + Determine how the account should be set up on the trust accounting system to allow for proper account administration. In part, this ... JD preferred + Successful completion of Securities Course and Estate and Trust Administration course + ...as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people… more
- City National Bank (New York, NY)
- …is crucial in this position * Must be PC literate and be familiar with trust accounting systems * Microsoft Office (Word, Excel & PowerPoint) *WHAT'S IN IT ... and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning… more