- 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
- Robert Half Legal (Chicago, IL)
- …administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least...estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- JPMorgan Chase (Columbus, OH)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... **About Us:** The Global Trusts & Estates Practice is a cornerstone of the services...managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the… more
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... including but not limited to estate and gift tax, generation-skipping transfer tax, ...of relevant tax experience at a Big 4 public accounting firm, law firm, or corporate fiduciary … 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
- Dorsey & Whitney LLP (Minneapolis, MN)
- …group. The ideal candidate will have relevant experience with the preparation of complex estate , gift, and fiduciary tax returns, as well as aspects of probate ... estate and trust administration, including ...prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary… more
- Robert Half Finance & Accounting (Worcester, MA)
- …experience in public accounting or trust tax work. * Expertise in fiduciary accounting and thorough knowledge of fiduciary tax law and concepts. * ... meticulous individual with strong leadership and technical expertise in fiduciary accounting and tax law. The successful... trust administrators. * Offer strategic advice on trust and estate planning, wealth transfer, and… more
- Wells Fargo (Minneapolis, MN)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior ... to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account...+ High School/GED + 2 years of experience in Trust & Estate + 2 years of… more
- CIBC (Chicago, IL)
- …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
- Robert Half Legal (San Francisco, CA)
- …and audit representation for related tax returns. * Administer trusts and estates , ensuring compliance with fiduciary responsibilities and relevant tax laws. ... estate administration. * Proficient in preparing and reviewing estate tax returns and fiduciary income tax...disputes. * Experience advising clients on tax strategies for trust and estate matters. * Solid grasp… more
- Wipfli LLP (Loveland, 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
- Thrivent Financial (Appleton, WI)
- …discuss and present complex concepts clearly and professionally. + Proficient in trust accounting and administration systems and Microsoft Office Suite. ... the comprehensive administration of a high-volume portfolio of complex personal trust accounts, including revocable and irrevocable trusts, estates ,… more
- Robert Half Legal (Stockton, CA)
- …& Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts and Estates Requirements * Must hold ... protect clients from undue influence * Advise trustees on trust administration matters and accounting * Prepare...and probate law * Experience in tax law, specifically fiduciary , trust and estate *… more
- Robert Half Legal (San Jose, CA)
- …and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust , and estate matters. * Ability to prepare and review ... will focus on providing legal counsel and support in estate planning, probate, trust administration, and ...tax returns accurately. * In-depth knowledge of trusts and estates law, including complex trust structures. *… more
- Regions Bank (Orlando, FL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or...or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate … more
- Robert Half Finance & Accounting (Green Bay, WI)
- Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, ... Lead comprehensive tax planning and compliance efforts for trusts, estates , and fiduciary entities. * Manage the...ensure compliance with regulatory standards. * Support clients with trust and estate administration, ensuring accurate tax… more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and...of regulatory requirements and Federal and state law concerning trust and estates , as well as industry… more