- Robert Half Finance & Accounting (North Palm Beach, FL)
- …clients regarding tax-related matters, providing clear and concise communication * Perform fiduciary accounting tasks, leveraging tools such as Excel and ... Beach, Florida for our client. This role involves comprehensive accounting and tax duties within a bustling law firm...in Trust Tax Returns. * Expertise in Tax - Fiduciary - Trust & Estate is needed. * Proficiency… more
- Truist (Richmond, VA)
- …clients and partners. Preferred Qualifications: 1. Undergraduate degree in business, accounting , Fiduciary Administration or related field. 2. Working towards ... geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth...and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver … more
- JPMorgan Chase (New York, NY)
- …Degree and JD preferred. + Technical Knowledge - strong understanding of fiduciary , legal, accounting , tax and investments concepts + Problem Solving/Risk ... with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- Bank of America (Clayton, MO)
- …probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, ... fiduciary investing and administration. + Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners). + Proactive and creative approach to problem solving and skill… more
- Bank of America (New York, NY)
- …probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, ... fiduciary investing and administration. + Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners). + Proactive and creative approach to problem solving and skill… more
- US Bank (St. Paul, MN)
- …fiduciary operational risk management, compliance, internal auditing, public accounting , or other relevant operational risk management experience. **Preferred ... discover what you excel at-all from Day One. **Job Description** The Fiduciary Operational Risk Management Oversight position will provide independent operational … more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more ... business at wellsfargojobs.com . This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure consistent and… more
- Kelly Services (Farmington Hills, MI)
- …a job that works for you. How about this one? We're seeking a Senior Trust Fiduciary Analyst to work for our financial client in Farmington Hills. With us, it's all ... **Why you should apply to be a Senior Trust Fiduciary Analyst:** + Work with a premier financial institution...open and fund trust accounts. + Updating the trust accounting platform and generating client paperwork. + Facilitating pre-acceptance… more
- BMO Financial Group (Henderson, NV)
- …Trust Accounting and Investment Management + In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + Deep ... day to day technical support team members responsible for fiduciary account management. + Manages trust, agency or probate...by internal and external changes. + Reviews requests with Fiduciary to make discretionary decisions to about actions to… more
- M&T Bank (Buffalo, NY)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the department to ... and advisors **Education and Experience Preferred:** + Bachelor's degree in Accounting /Finance/Economics + Minimum of 10 years' experience preparing trust income tax… more
- M&T Bank (Wilmington, DE)
- …training program for recent college graduates where participants learn sales, accounting , project management and leadership skills depending upon their career track. ... Various methods of training include classroom study, divisional orientations, and teamwork on group projects. These fundamentals are coupled with on-the-job training to allow for immediate application in the area for which the participant has been hired.… more
- Fiduciary Real Estate Development (Madison, WI)
- …maintain financial balance of the property. + Play a key role in accounting and financial matters, eg collecting rent, posting payments, uploading invoices, and ... updating monthly financial statements. + Assist with social media and other marketing campaigns, contributing to our property's visibility and reputation. General Requirements: + Prior experience in property management, sales, banking, teaching, or hospitality… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …in strategic planning, prepared to collaborate with leadership beyond traditional accounting roles. Key Responsibilities: + Develop strategies for income tax returns ... high net worth individuals within the firm and manage fiduciary returns for the family office as needed. +...engagements with external providers. Requirements + Bachelor's degree in Accounting or a related field + CPA certification preferred… more
- ASM Global (Cincinnati, OH)
- …RVPs. Plan and co-ordinate coverage at venues (vacancies or new venue openings). + Accounting and Balance Sheet oversight: Has a fiduciary responsibility of the ... will be responsible for planning and directing all aspects of financial and accounting activities at the facility by performing the following duties, personally or… more
- ASM Global (Fort Lauderdale, FL)
- …RVPs. Plan and co-ordinate coverage at venues (vacancies or new venue openings). Accounting and Balance Sheet oversight: Has a fiduciary responsibility of the ... of facility goals and priorities relating to financial management, budget, accounting , purchasing, and/or payroll in compliance with State and Federal law,… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …Must possess a clear understanding of Trust tax, Estate Tax, Gift tax, and Fiduciary Income Tax Return * Experienced in using Lacerte Tax Software and CCH ProSystem ... tax planning * Knowledge and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in ...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Robert Half Finance & Accounting (Concord, MA)
- …Planning activities. * Supporting SEC Compliance measures. * Utilizing various Accounting Software Systems, including ADP - Financial Services, CaseWare, CCH ... ProSystem Fx, and CCH Sales Tax. * Performing general Accounting Functions and Bookkeeping Functions. * Ensuring Auditing and...Customer Service. * Handling Estate Tax Return, Estate Tax, Fiduciary Income Tax Return, and Fiduciary Tax… more
- Post Holdings Inc. (Wakefield, NE)
- …accuracy is maintained. Ensure regulatory compliance within GAAP and maintain a fiduciary responsibility. Perform other Administrative Accounting duties of a ... with minimal supervision. Understand processes with goal of making improvements. Accounting experience a plus Post Holdings provides equal employment opportunities… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for ... various individual, partnership and fiduciary entities for the family office + Researching tax...providers + Preparing financial statements Requirements + Degree in accounting , finance, or economics; CPA a plus + 4+… more
- Robert Half Finance & Accounting (Kirkland, WA)
- …* Prepare and review various tax returns, including individual, corporate, fiduciary , and partnership * Conduct in-depth tax planning, projections, and research ... Individual Tax Returns, Corporate Tax Returns, and Partnership Tax Returns * Experience in Fiduciary Tax related to Trust & Estate * Ability to develop and implement… more