- MassMutual (Windsor, CT)
- …Company. **The Team** The Trust Company is responsible for providing investment, fiduciary and client service offerings to private wealth clients and their ... Tax Strategist will report to the Head of Fiduciary & Wealth Services . There is a...strategies, including estate and gift tax planning, fiduciary income tax issues and trust… more
- Citigroup (Sioux Falls, SD)
- …to $181,085 Job Family Group: Private Client Product Services Job Family: Trust Fiduciary Services **Job Family Group:** **Job Family:** **Time Type:** ... Citicorp Trust South Dakota seeks a Trust Fiduciary Group Manager for its...resolve client escalations Address issues regarding distributions from trusts, trust tax related issues, trust … more
- Gelfand Rennert & Feldman (Century City, CA)
- …Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate, trust , fiduciary , and exempt organization tax returns + Review ... tax clearances for touring artists + Assist client service team with other projects, as necessary A successful...in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is… more
- Truist (Charlotte, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent and… more
- US Bank (Milwaukee, WI)
- …within a financial services environment. - System knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast- Tax ). - System knowledge: MS ... One. **Job Description** SUMMARY US Bank is seeking a Trust Tax Department Manager/Liaison supporting its Wealth...levels. Tax Operations: - General knowledge of fiduciary tax operations, including trusts, charitable accounts,… more
- KPMG (Providence, RI)
- …KPMG is currently seeking a Tax Associatefor our Business Tax Services practice. Responsibilities: + Prepare and review fiduciary tax returns, ... Providence Fall 2024 **Requisition Number:** 112049 - 81 **Function:** Tax Services **Area of Interest:** Campus **State:**...tax software (CCH Axcess, ONESOURCE Trust Tax ) preferred + Demonstrated quality service mindset;… more
- KPMG (Providence, RI)
- …+ Focus on fiduciary , charitable and information reporting returns + Use tax preparation software - Thomson Reuters OneSource Trust Tax platform; ... **Business Title:** Senior Associate, Trust Tax **Requisition Number:** 111498 -... Tax **Requisition Number:** 111498 - 81 **Function:** Tax Services **Area of Interest:** **State:** RI… more
- KPMG (Tempe, AZ)
- **Business Title:** Manager, Trust Tax / Technology **Requisition Number:** 110190 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... is currently seeking a Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax /en/index.html)...+ Minimum five years of recent public accounting and/or trust tax experience + Bachelor's degree from… more
- Bankers Trust (Des Moines, IA)
- …regulatory matters. This position will have a concentration and focus on specialty fiduciary services , including trust and estate administration, in serving ... readers of the Business Record. Job Summary: The Senior Fiduciary Trust Officer is responsible for administration...but not limited to: Trust Administrative Committee, Trust Investment Committee, Private Client Services Asset… more
- Commerce Bank (Kansas City, MO)
- …and state estate and tax laws including the Prudent Investor Act, Uniform Trust Code, Uniform Fiduciary Principal and Income Act + In-depth knowledge of ... administration. Position will provide support to advisors and trust professionals on estate planning, tax and...required + Law firm or in-house experience for a fiduciary services company preferred + Active status… more
- M&T Bank (Buffalo, NY)
- … fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in ... fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience Strong verbal… more
- Bank of America (Savannah, GA)
- …younger generation. Develops and deliverers solutions to meet client needs + Possesses technical fiduciary knowledge in the areas of law, tax , fiduciary ... array of integrated solutions, as appropriate + Promotes the full breadth of our fiduciary platform ( fiduciary , tax , special assets, estate settlement, both… more
- Regions Bank (Birmingham, AL)
- …Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate ... + Demonstrated knowledge of fiduciary products and services , including legal, tax and regulatory requirements...legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust … more
- Fifth Third Bank, NA (Evansville, IN)
- …(CTFA or similar) + 10 years of demonstrated fiduciary client service /sales + Advanced knowledge of trust administration, estate planning strategies, and ... assets + Work with Private Bank Team to identify fiduciary opportunities and solutions + Work with Private Bank...(eg estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust , state-specific… more
- Truist (Charlotte, NC)
- …5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification ... advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...10+ years experience as a relationship manager in the Fiduciary Services , Private Wealth, or Institutional Investment… more
- Citizens (Philadelphia, PA)
- …trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these concepts ... CCPW's comprehensive suite of investment, financial planning, insurance, and tax services . The STO will also serve...into fiduciary investing. + Handle intricate trust and… more
- MassMutual (Windsor, CT)
- …Federally Chartered Savings Bank and a wholly owned subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial ... joining the MassMutual Trust family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity… more
- JPMorgan Chase (Newark, DE)
- …carry out the firm's fiduciary duties and to provide superior client service . + Assist Trust Officer to partner with client's other advisors (attorney, ... been specifically recognized for our succession planning, advice and trust services . Job Responsibilities : + Work... trust and estates including general understanding of fiduciary products and concepts, including legal, tax … more
- M&T Bank (Florham Park, NJ)
- …in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management ... on all trust matters and support overall trust administration management. + Ensure high-level client service... accounts, or related legal/business experience in the financial services industry including technical trust and planning… more
- Deloitte (Columbus, OH)
- …lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + Ability to perform job responsibilities ... Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and… more