- Kelly Services (Farmington Hills, MI)
- …find 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, ... extension **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
- Wells Fargo (Charlotte, NC)
- …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
- BMO Financial Group (Henderson, NV)
- … Trust Accounting and Investment Management + In-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + Deep ... Provides high quality sales and service to Trust & Estate clients to deliver...day to day technical support team members responsible for fiduciary account management. + Manages trust , agency… 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
- Robert Half Legal (Stockton, CA)
- …Planning * Probate * Probate Litigation * Probate & Estate Administration * Probate Law * Tax - Fiduciary - Trust & Estate * Tax - Trust & Estate ... protect clients from undue influence * Advise trustees on trust administration matters and accounting * Prepare...and probate law * Experience in tax law, specifically fiduciary , trust and estate *… more
- Robert Half Legal (King Of Prussia, PA)
- …career. Requirements * Minimum of 3 years of experience in estate and trust planning and administration * Proficiency in Accounting Software Systems and ADP ... Description We are offering an exciting opportunity for an Estate and Trust Planning and Administration Attorney...file federal and state death tax returns along with fiduciary income tax returns. * Prepare fiduciary … more
- Plante Moran (East Lansing, MI)
- …with the use of GRATs, IDITs, LLCs, etc. + Research specific technical issues relating to estate , gift, or trust income taxation + At the Manager level: + Work ... or related business field + 3+ years of recent estate planning experience in public accounting or...+ CPA or JD preferred + Moderate understanding of fiduciary and estate tax planning and compliance… 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 (Chattanooga, TN)
- … 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
- CIBC (San Francisco, CA)
- …monitoring and maintenance of trust account and beneficiary information in trust accounting system. + Partner with Relationship Managers, client service ... assigned book of accounts. + Identify actual or potential fiduciary risks and proactively engage Senior Trust ...verbal communication. + Strong computer skills including proficiency with trust accounting systems and MS Office. +… 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and decedent's 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
- 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
- Truist (Greensboro, 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 (Ambler, PA)
- …trusts, health care directives and powers of attorney. * Assisting with estate and trust administration, which includes drafting family settlement agreements ... and trust modification agreements, and participating in estate ...Proven experience in Trusts and Estates, Corporate Law, and Estate Law * Proficiency in Accounting Software… more
- US Bank (Cincinnati, OH)
- …Wealth Management division. RESPONSIBILITIES Tax Competencies: - Strong working knowledge of fiduciary income tax returns, especially estate income tax returns ... foundations, 1099s, 1042/1042-S) - Liaison review, and tracking of fiduciary , individual, trust -estates, charities, etc. - In-depth...REQUIRED - Eight to ten years of experience in accounting , tax accounting and planning - Bachelor's… more
- City National Bank (Wilmington, DE)
- …crucial in this position + Must be PC literate and be familiar with trust accounting systems. **Compensation** Starting base salary: $91,107.90 - $155,119.50 per ... **WHAT IS THE OPPORTUNITY?** This position supports RBC Delaware Trust by administering estate and personal ...insure sufficient cash is maintained to meet beneficiary distributions, fiduciary fees, trust bills, etc. + Obtain… 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
- Robert Half Finance & Accounting (Kirkland, WA)
- …Returns, and Partnership Tax Returns * Experience in Fiduciary Tax related to Trust & Estate * Ability to develop and implement Tax Planning Strategies to ... tax return preparation for trusts and estates (Tax - Fiduciary - Trust & Estate )...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more