- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... the gross estate of the decedent for estate tax purposes. JP Morgan Chase &...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more
- JPMorgan Chase (Rochester, NY)
- … trust services. **Job Responsibilities** Technical and Risk Management + Analyze trust documents for legal, tax , administrative and investment issues and ... The Global Trusts & Estates Practice is an integral part of the...specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve… more
- Plante Moran (Southfield, MI)
- …sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust , tax , and insurance. We have over 250 professionals dedicated ... + Manage and monitor daily transactions and prepare receipts and disbursements + Partner with Trust Officer to facilitate communication with clients alongside… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...Frequent communication with clients via email and phone. + Partner with the Estate Officer to retain… more
- Bankers Trust (Des Moines, IA)
- …as needed. . Partner with key business partners to assist in estate and trust administration, as needed, with attorney communications, analysis and review, ... a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some...& Abilities: . Extensive knowledge of investment management; and, tax , estate planning concepts /techniques . Thorough… more
- Robert Half Finance & Accounting (Canton, MA)
- …hybrid work from home schedules Tax , Tax - Corporate, Tax - Fiduciary - Trust & Estate , Tax - Individual, Tax - Multi-state, Tax - ... maintain positive relationships with client + Ensure utmost client trust in team + Advise client on tax...opportunities + Oversee all aspects of Individual, Partnership, Corporate, Trust and Estate issues + Review returns… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Half. If you're eager to learn from an experienced partner with an interest in furthering their career, you...Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail -… more
- Cherry Bekaert (Bethesda, MD)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... practice. In this role, you will be responsible for tax research, reviewing individual, trust , and partnership... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Bethesda, MD)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Cincinnati, OH)
- …are provided in a timely manner to avoid surprises. + Provide the engagement partner responsible for the tax work with timely status updates and communicate ... businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic...and involve the partner in the resolution of client service, … more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... Tax Manager - High Net Worth Individuals & Family...career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll… more
- M&T Bank (Buffalo, NY)
- …as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- Raymond James Financial, Inc. (Columbus, GA)
- …as may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate … more
- Raymond James Financial, Inc. (New York, NY)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Citizens (Philadelphia, PA)
- … and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these ... responsible for advising high net worth clients on their trust and estate administration needs and administering...work with clients and their external advisors to implement estate plans to achieve clients' goals. + Partner… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …as may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... and support. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ...and Accounting. * Concepts, practices, and procedures of income tax . * Concepts, principles and practices of Fiduciary laws… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …of trust administration, estate planning strategies, and income and estate tax matters Foundation Office Trust Administrator LOCATION -- Cincinnati, ... Trust Advisor with all decision-making aspects of trust administration - Partner with Trust...ensure all documentation is retained - Work with Senior Trust Advisor and Trust Tax … more
- JPMorgan Chase (San Francisco, CA)
- …Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... & Advice is a team of specialists in trusts, estates , tax planning, and financial planning. We...Ability to drive business results with broad background in trust and estate planning issues + A… more
- Bank of America (Florham Park, NJ)
- …relationships, address issues, develop new business opportunities, and/or provide trust , estate , and wealth transfer planning insight. + Partner with a ... + Review and approve matters involving trustee discretion + Partner with Market Trust Executive (MTE) on...+ years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and… more
- MassMutual (Windsor, CT)
- …Chartered Savings Bank and a wholly owned subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial professionals to ... **The Opportunity** As a ** Trust Officer** for the MassMutual Trust ...with clients' existing financial professionals to review and assess estate planning, tax planning, and investment needs.… more