- Robert Half Legal (Winston Salem, NC)
- …producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting . The paralegal must be ... 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
- 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, Michigan. ... office **Why you should apply to be a Senior Trust Fiduciary Analyst:** + Work with a...and fund trust accounts. + Updating the trust accounting platform and generating client paperwork.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. **Ability ... **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and...state regulation pertaining to fiduciaries. * IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act… more
- Wells Fargo (Minneapolis, MN)
- …participate in moderately complex lifecycle initiatives and support tasks related to fiduciary , charitable, estate , gift, and inheritance tax requirements and ... process improvement and risk control development + Collaborate and facilitate coordination with trust and estate administrative officers, mid-level trust and… more
- Robert Half Legal (New York, NY)
- …charged with the responsibility of managing legal and administrative tasks related to estate and trust administration. Your role will also involve working with ... correspondence and documents that pertain to the legal and administrative aspects of estate and trust administration. * Coordinate distributions to various … more
- PNC (Louisville, KY)
- …**Juris Doctor, accounting degree, business degree, and/or experience with estate or other fiduciary administration strongly preferred. The position is ... an estate or trustee of a related estate settlement trust , a PNC estate...tax return preparers of appropriate tax returns (income, gift, estate and inheritance, and fiduciary ) and court… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate, Estate and Administrative Trusts ( Trust Tax) - Remote **Requisition Number:** 119548 - 8 **Function:** Tax Services **Area ... stand for as a firm. KPMG is currently seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax (https://tax.kpmg.us/ ) practice.… more
- Robert Half Legal (Phoenix, AZ)
- …someone with a strong understanding of estate tax, trusts and estates, trust accounting , and probate administration. Responsibilities: * Prepare Estate ... preferably in Trusts and Estates * Demonstrable expertise in Estate Tax law and procedures * Proven experience in...experience in Trusts and Estates management * Proficient in Trust accounting and Fiduciary Income… more
- Plante Moran (Grand Rapids, MI)
- …in accounting , finance, or related business field + 5+ years of recent estate planning experience in public accounting or equivalent experience + CPA or JD ... comprehensive financial solutions in the areas of investment advisory, trust , tax, and insurance. We have over 300 professionals...preferred + Moderate understanding of fiduciary and estate tax planning and compliance… more
- Robert Half Legal (Atlanta, GA)
- …* Preparation and review of fiduciary income tax returns, gift tax returns, estate tax returns, and charitable trust returns * Manage deceased client cases ... Atlanta, Georgia. The successful candidate will primarily be involved in estate planning and wealth transfer services, working closely with high-net-worth clients.… more
- Truist (Richmond, VA)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue ... clients and partners. Preferred Qualifications: 1. Undergraduate degree in business, accounting , Fiduciary Administration or related field. 2. Working towards… more
- Regions Bank (Mobile, AL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or...or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate … more
- NBT Bank (West Hartford, CT)
- …and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer ... as Cannon Trust or New York Bankers Trust Schools to include coursework in estate ...estate administration from initial probate stages to final accounting and full distribution in accordance with a decedent's… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …responsibility for the fiduciary team's interface with the trust accounting system, the IA Workflow System, the Unique ... of annual administrative account reviews if˜Provide necessary maintenance/interface for trust accounting system if˜Review and ensure the...trends and changes in the industry with regard to fiduciary matters (eg estate planning, probate, … more
- Bank OZK (Dallas, TX)
- …in applicable region/territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job ... and guidance through effective communication related to carrying out Trust administration activities. + Advises fiduciary team...law and investment regulations. + Knowledge of federal income, estate , gift, and GST tax; multi-state estate … more
- Robert Half Finance & Accounting (Bloomington, MN)
- …creating schedules. Requirements * Must possess a clear understanding of Trust tax, Estate Tax, Gift tax, and Fiduciary Income Tax Return * Experienced in ... tax planning * Knowledge and expertise in Tax - Fiduciary - Trust & Estate ...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …revocable trusts and estates. * Maintains a thorough knowledge and understanding of trust accounting principles. * Maintains technical abilities for the purposes ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...and administering personal trusts. This includes the use of trust accounting and management software as well… more
- Truist (Charlotte, NC)
- …with disabilities to perform the essential functions. + Four Year College degree in Accounting , Finance, Business Management, Trust Administration or Law + 7 + ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- Robert Half Legal (King Of Prussia, PA)
- …businesses and assist with business succession planning. + Support clients with estate and tax planning, fiduciary litigation, and specialized trusts. + ... Utilize skills in estate and tax planning, estate administration, trust administration, closely-held business planning, and tax-exempt and charitable… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …* Experience in handling Trust Tax Returns * Familiarity with Tax - Trust & Estate and Tax - Fiduciary - Trust & Estate * Experience in preparing ... stay updated and ensuring compliance with deadlines * Utilizing Accounting Software Systems to manage and track financial data...estate tax, and gift tax * Ensuring accurate trust tax returns and estate tax return… more