- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- KeyBank (New York, NY)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- KeyBank (Pepper Pike, OH)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. - Designs and ... bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary ...estate tax - related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works… more
- KeyBank (Palm Beach Gardens, FL)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. Designs and ... of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment...and estate tax - related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with… more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and ... bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary ...estate tax - related issues. + Applies sound fiduciary judgment to trust matters. **Client Management** + Works… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax . + Investment oversight experience a plus. +… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... offices, and external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ensuring all ... clients, family offices and outside advisors to ensure complete and accurate fiduciary tax filings. **Job responsibilities** + Serve as a subject matter expert… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …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 ... and projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary , estate, gift and GST, individual and related entities); respond… more
- Hills Bank (North Liberty, IA)
- …reports for charitable trusts + Prepare Rental and Farm activity workpapers + Maintain fiduciary tax tracking log to ensure completeness of filings and payments. ... Maintain listing and update preparers as transactions are completed + Fiduciary tax return processing, to include obtaining signatures on documents, electronic… more
- Wipfli LLP (Madison, WI)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... will require in-person attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... will require in-person attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and… more
- Robert Half Finance & Accounting (Andover, MA)
- …the public or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great ... with an excellent reputation is looking to hire a Tax Manager. This person will be part of 15-person...to finish, which includes planning, executing, directing, and completing tax projects. BS Degree required, CPA, MST preferred with… more
- Hawkins Ash CPAs, LLP (Rochester, MN)
- …As a Senior Tax Associate you will: o Prepare individual, business, and fiduciary tax returns in accordance with firm and professional standards as directed ... Hawkins Ash CPAs is looking to hire a Senior Tax Associate for our Rochester office. At Hawkins Ash...o Review work prepared by associates o Assist with tax planning and projections o Communicate with engagement leaders… more
- Robert Half Finance & Accounting (Montpelier, VT)
- …someone with 0-1 year of experience. Responsibilities: * Prepare individual, nonprofit, and fiduciary tax returns with precision and adherence to regulations. * ... them. We are looking for a motivated and detail-oriented Tax Preparer to join our client's team in Montpelier,...you will play a key role in delivering high-quality tax services and building lasting relationships with clients. This… more
- Wipfli LLP (Billings, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports Knowledge,… more
- Wipfli LLP (Denver, CO)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... professional standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters… more
- Wipfli LLP (Detroit, MI)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... professional standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters… more
- Wipfli LLP (Bedford, NH)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports Knowledge,… more