- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... The Global Trusts & Estates Practice is an...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
- Comerica (Dallas, TX)
- Trust Advisor III ( Estate Settlement Officer)...of cash as income or principal. * Ensure all tax codes and account administration codes are accurate and ... as seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement, you...oversee tax reporting activities, coordinating with outside CPAs and advisors… 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
- Fifth Third Bank, NA (Oak Brook, IL)
- … estate planning, probate, estate , gift and income tax planning, guardianships, special needs trusts , state-specific law). Supervisory Responsibilities: ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting... estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates , tax planning, financial planning and planning in related areas for individuals and their ... The successful candidate will have a thorough knowledge of trusts & estates and individual tax...field in the areas of both simple and sophisticated tax and trust & estate … 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
- 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
- UMB Bank (Kansas City, MO)
- …the fiduciary administration of all aspects of accounts, including probate estates , conservatorships, personal trusts (inter vivos and testamentary), custody, ... will execute coordination of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment...with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according… 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 ... meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other… more
- Dorsey & Whitney LLP (Seattle, WA)
- …seeks a tax associate with three to five years of experience to join the Tax , Trusts & Estates group in our Minneapolis or Seattle offices. This ... associate will work on a wide range of transactional tax matters including structuring and forming business and investment entities, advising on tax issues in… more
- Raymond James Financial, Inc. (Philadelphia, PA)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… 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
- Cherry Bekaert (Rockville, 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
- Dunham & Associates Investment Counsel, Inc. (Laramie, WY)
- …multiple family members, while managing financial risk; + Execute the terms of any estate plan or document in which Dunham Trust serves as trustee, executor, ... TRUST OFFICER An Opportunity to Craft Your Future...fiduciary and administrative services for clients; + Administer multi-generational trusts , often with discretionary income and principal payments distributed… 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
- 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
- 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