- WSFS Bank (Berwyn, PA)
- …to trust documents and manages client relationships ensuring that fiduciary standards and BMT's policies are observedAssumes responsibility for overall client ... experience, a Wealth Advisor will handle all aspects of trust administration and trust planning for their...financial service company or law firmStrong technical knowledge of fiduciary and estate planning concepts and a… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …of the Tax Partner would include: Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise and mentor members of ... the Private Client Service / Estate and Trust team Coordinating tax compliance...fiduciary , not for profit (private foundation), gift and estate tax Requirements: Bachelor's or Master's degree in Accounting… more
- Wells Fargo (Atlanta, GA)
- …estate planning and wealth transfer + Knowledge and understanding of wealth planning, trust and estate settlement, fiduciary law, taxation and investments ... is part of the Estate Services group within the Banking, Lending and Trust Division of Wealth and Investment Management. + Responsible for leading a team of… more
- Robert Half Legal (Stockton, CA)
- …Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate * Trusts ... in probate litigation and probate law * Experience in tax law, specifically fiduciary , trust and estate * Excellent written and verbal communication skills *… more
- Robert Half Management Resources (Bridgewater, NJ)
- …remotely, bringing strong technical skills to the role, especially in areas such as corporate, trust , estate , and fiduciary returns for High Net Worth (HNW) ... remote. Responsibilities: * Manage and review complex tax returns including corporate, trust , estate , and fiduciary returns. * Handle tax returns for High… more
- Robert Half Legal (Winston Salem, NC)
- …managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The ... with drafting, revisions, and finalizing trusts, wills, and other estate planning documents; + Trust & ...for both estates and trusts; + Draft and organize estate tax returns, fiduciary tax returns, and… more
- Bank of America (Florham Park, NJ)
- …and skills: + 5 + years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning. ... Description: Market Trust Director (MTD) is an experienced and skilled fiduciary professional. This position is a MTD role serving clients of Merrill Advisors… more
- Wells Fargo (San Francisco, CA)
- …It all begins with you. About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within ... with confidence. WIM is also a leading provider of trust and fiduciary services, including a number...meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …in handling Trust Tax Returns * Familiarity with Tax - Trust & Estate and Tax - Fiduciary - Trust & Estate * Experience in preparing Trust ... returns, estate tax, and gift tax * Ensuring accurate trust tax returns and estate tax return management * Utilizing CPA skills for effective tax management… more
- Bank of America (Dallas, TX)
- …Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP, JD, ... attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning +… more
- Bank of America (Florham Park, NJ)
- …prospects **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer ... wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust...of 5 years of trust administration and estate planning experience + Fiduciary professional with… more
- BMO Financial Group (Henderson, NV)
- Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of ... Trust & Estate account management and administration...day to day technical support team members responsible for fiduciary account management. + Manages trust , agency… more
- M&T Bank (Wilmington, DE)
- …Responsibilities:** + Provide compliance oversight, support and guidance for Wealth, Personal Trust and/or Private Banking products and personnel in accordance with ... fiduciary standards, applicable laws, rules, regulations, and regulatory expectations...trading and investing strategies, financial management services, retirement and estate planning + Evaluate and provide guidance with other… more
- Wells Fargo (Minneapolis, MN)
- …the job expectations below + Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo | Jobs...estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate … more
- Truist (Atlanta, GA)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge...degree 2. Trust School graduate 3. Certified Trust and Fiduciary Advisor (CTFA) **General Description… more
- Zions Bancorporation (Houston, TX)
- …TX. A Fiduciary Services Manager develops new business and promotes trust products and services. A successful candidate will: administer large and complex ... we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position...personal trust and estate accounts; work closely with… more
- Gelfand Rennert & Feldman (Century City, CA)
- …Responsibilities + Prepare and review individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + Bachelor's… more
- JPMorgan Chase (New York, NY)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... Investors, and Trust Officers to grow the trust and estate business. Your role will...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- Robert Half Finance & Accounting (Canton, MA)
- …work and home life including hybrid work from home schedules Tax, Tax - Corporate, Tax - Fiduciary - Trust & Estate , Tax - Individual, Tax - Multi-state, Tax ... planning opportunities + Oversee all aspects of Individual, Partnership, Corporate, Trust and Estate issues + Review returns and research complex tax matters +… more
- PNC (East Brunswick, NJ)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
