- 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 (Summit, NJ)
- …Retention skills + Strong computer skills including proficiency with trust accounting system + Experience with JPMorgan fiduciary platform a plus ... with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust...+ A minimum of 3-5 years' experience in the trust and estates industry + Experience in… 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
- 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, ...7 years of relevant tax experience at a corporate fiduciary , Big 4 public accounting firm, or… more
- Wells Fargo (Winston Salem, NC)
- …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
- 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 Legal (Garden City, NY)
- Description We are looking for an experienced *NY Barred* Trusts & Estates Attorney with a strong background in estate planning and administration to join our ... drafting complex documents, conducting research, and advising clients on trust and estate issues. If you have...briefs, and other legal documents. * Strong knowledge of estate planning, estate administration, and fiduciary… more
- Robert Half Legal (Philadelphia, PA)
- …- including estate settlement, tax return preparation and audits, ongoing trust accounting , and implementation. The firm seeks a detail-oriented and ... Description A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support...Administration Paralegal to support its Private Client, Trusts, and Estates group on a hybrid schedule in Philadelphia. The… more
- Wipfli LLP (Minneapolis, MN)
- …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 (Southfield, 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. **Ability ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance...of Florida or other applicable states. + Finance and Accounting . + Basic concepts, practices and procedures of income… more
- Robert Half Legal (Blue Bell, PA)
- …Tax Returns, and other fiduciary accounting documents. * Manage estate and trust administration, including probate processes and client communications. * ... work with a prestigious law firm specializing in trusts, estates , and taxation. In this role, you will be...or tax law as a paralegal. * Expertise in estate tax preparation and fiduciary accounting… 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 (Houston, TX)
- … 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 (Wayzata, MN)
- …with various teams and stakeholders to improve workflows and uphold fiduciary integrity. Responsibilities: * Manage daily trust operations, including ... streamline processes and drive efficiency. * Stay informed about changes in fiduciary standards, trust laws, and regulatory requirements. Requirements * Minimum… 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 (Falls Church, VA)
- **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
- Fifth Third Bank, NA (Birmingham, AL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor...+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more