- Robert Half Finance & Accounting (Reno, NV)
- …family office trust company in Nevada. The Trust Accountant is responsible for all fiduciary and general accounting activities for trusts of which the Company is ... in Accounting or Finance. 2. 1-3 years of accounting experience. 3. Experience with fiduciary and entity accounting ideally. 4. Evidence of flexibility… 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 (Chicago, IL)
- …and inclusion ratios + Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting firms + Facilitate the ... Relevant experience in the Trust business, either at a corporate fiduciary or public accounting firm + Superior written and verbal communication skills +… more
- Robert Half Legal (Winston Salem, NC)
- …volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting . The paralegal must be able to work ... accountings for both estates and trusts; + Draft and organize estate tax returns, fiduciary tax returns, and other tax or IRS related forms; + Managing a docket… more
- JPMorgan Chase (New York, NY)
- …with direct client interactions + 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience to provide advice and guidance on technical fiduciary issues in support of sales efforts and the Pre-Acceptance Committee ("PAC") ... **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems… more
- Wells Fargo (Minneapolis, MN)
- …Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more ... (https://www.wellsfargojobs.com/career-areas/) . This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure… more
- Bank OZK (Little Rock, AR)
- …Trust and Wealth client service as well as administrative support to Fiduciary Officers. Essential Job Functions + Provides support for assigned senior officer(s) ... for day-to-day administration of fiduciary accounts including, but not limited to: + opening...law. + Knowledge of or willingness to learn trust accounting programs and software, preferably TrustDesk (FIS based application).… more
- Kelly Services (Farmington Hills, MI)
- …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, Michigan. With us, ... **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
- Robert Half Legal (New York, NY)
- …in New York, New York, United States, and are currently looking for a Fiduciary Administrator. In this position, you will be charged with the responsibility of ... of experience in the legal industry. * Deep knowledge and experience in Fiduciary Tax is a mandatory requirement. * Comprehensive understanding and expertise in… more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Senior Associate, Trust Tax **Requisition Number:** 117367 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... to join our Tax (https://tax.kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary , charitable and information reporting returns + Use tax preparation software… more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Manager, Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... strong understanding of client's business, products, performance, and tax accounting policies + Prepare tax compliance, checking, classifying, and compiling… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge, Skills, and Abilities:** **Knowledge of:** * Economic and accounting principles and practices, the financial markets, investments and insurance ... based products. * Investment governance issues relating to Foundations, Endowments, as well as, Retirement Plans. * Concepts and regulations related to retirement plans. **Skill in:** * Operating standard office equipment and using required software… 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 Legal (Phoenix, AZ)
- …procedures * Proven experience in Trusts and Estates management * Proficient in Trust accounting and Fiduciary Income Tax Return preparation * Skilled in Ledger ... with a strong understanding of estate tax, trusts and estates, trust accounting , and probate administration. Responsibilities: * Prepare Estate Tax Returns and … 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …with all policies and procedures governingfiduciaryrelationships.Primary responsibility for the fiduciary team's interface with the trust accounting system, ... of annual administrative account reviews if˜Provide necessary maintenance/interface for trust accounting system if˜Review and ensure the quality of the daily account… more
- Robert Half Accountemps (Washington, NJ)
- …the preparation of business tax returns, especially for partnerships * Carry out fiduciary tax return preparation * Perform estate accounting tasks * Maintain ... will include the preparation of various tax returns, estate accounting , and maintaining overall technical proficiency. Responsibilities * Prepare individual… more