- Unknown (Fargo, ND)
- …executive role is pivotal in overseeing the legal and compliance framework for fiduciary administration, including trust and estate services, qualified ... planning opportunities, and requires a strong background in fiduciary law, trust and estate ...role demands superior knowledge of trusts and estates planning, fiduciary tax and accounting principles, and the… more
- Unknown (Winchester, VA)
- …during challenging times. This role is dynamic, with responsibilities ranging from reviewing fiduciary accounting to engaging in the hands-on aspects of ... Role The Company is in search of a VP Trust Officer with a passion for fiduciary ...can handle the diverse and sometimes chaotic nature of estate sales while ensuring that the needs of clients… more
- Wells Fargo (Charlotte, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on ... a strong understanding of fiduciary concepts and principles, including trust accounting , discretionary distribution standards and prudent investing. + Build… more
- 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, ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience… more
- Wells Fargo (Walnut Creek, CA)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... training, military experience, education. **Desired Qualifications:** + Knowledge and understanding of estate , trust , or fiduciary administration + Family… more
- Wells Fargo (Palm Beach, FL)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- PNC (Kalamazoo, MI)
- …have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Troy, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… 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 its Private Client, Trusts, and Estates group… more
- Wipfli LLP (Denver, 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 (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
- 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 (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This ... to apply your expertise in tax law within the trust and estate practice area. The ideal...law to support case strategies. * Prepare and file fiduciary and estate tax returns accurately and… more
- JPMorgan Chase (Dallas, TX)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... settings. + Solid understanding of trust and estate structures, administration, and fiduciary responsibilities. +...ability to build trusted relationships. + Expertise in real estate financial analysis and accounting + Strong… more
- Fifth Third Bank, NA (Tampa, FL)
- …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
- KeyBank (Brooklyn, OH)
- …the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... other partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound … more
- Robert Half Office Team (Cedar Rapids, IA)
- …powers of attorney, and advance directives. + Manage complex processes: Assist with estate and trust administration, prepare probate pleadings, and handle court ... everything on schedule. + Work with numbers and compliance: Compile financial data for estate , gift, and fiduciary tax returns (Forms 706, 709, and 1041). +… more
- Regions Bank (Little Rock, AR)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on... or related field + Three (3) years of Trust Administration, Estate /Tax Law, Financial Planning or… 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
- Truist (Atlanta, GA)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue ... clients and partners. Preferred Qualifications: 1. Undergraduate degree in business, accounting , Fiduciary Administration or related field. 2. Working towards… more
- JPMorgan Chase (Summit, NJ)
- …Retention skills + Strong computer skills including proficiency with trust accounting system + Experience with JPMorgan fiduciary platform a plus ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust… more
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