- Regions Bank (Hoover, AL)
- …Partnerships, Decantings or Modifications, and 5/5 Powers + Experience with Trust and Fiduciary principles + Experience in Trust Accounting + Familiarity with ... into the careers section of the system. **Job Description:** At Regions, the Fiduciary Review Analyst has the primary function of reviewing all required documents… more
- 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 (Orlando, FL)
- …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
- 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
- State of Montana (Helena, MT)
- … and budgeting * Fiscal management with an emphasis on government and fiduciary accounting * Internal department systems * GenTax, SABHRS, and Internet ... resources, training, communications, taxpayer assistance, dispute resolution, call center, accounting , budgeting, asset management, and facilities and purchasing. *… more
- Bank of America (Boston, MA)
- …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 OZK (Clearwater, FL)
- Job Purpose & Scope Manages assigned fiduciary accounts and the day-to-day administration for assigned accounts, including delegation to and management of ... fiduciary associates. Essential Job Functions + Manages and administers...income, estate and gift tax. + Knowledge of trust accounting and management software, preferably TrustDesk (FIS product). +… more
- Raymond James Financial, Inc. (FL)
- …**Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems ... and risk matters relating to the administration of fiduciary accounts. * Working directly with the Chairperson of PAC to coordinate the review of new business… more
- Bank OZK (Dallas, TX)
- Job Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining and ... trust accounts to ensure proper handling. + Serves as fiduciary counsel to Trust Department and Division in pre-litigation...audits and regulatory exams. + Leads engagement with outside accounting firm for preparation and filing of all tax… more
- Comerica (Charlotte, NC)
- Personal Fiduciary Services Support Manager The Manager, National Personal Fiduciary Services Support is responsible for maintaining healthy business ... all systems used by this team including, but not limited to, trust accounting systems, client relationship management software, and other systems. * Monitor and… more
- M&T Bank (Rochester, NY)
- **Overview:** Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities ... + Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the department to… more
- M&T Bank (Radnor, PA)
- **Overview:** Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities ... + Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the department 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
- Truist (Richmond, VA)
- …reconcile standard operating functions within a high volume environment related to cash accounting , specialized asset accounting , fee and revenue accounting , ... + Minimum 3 years of experience within bank Trust/Wealth Operations + Established accounting knowledge with an emphasis on cash flow and accrual accounting … 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
- 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
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Family Office - Accounting and Tax Employment Type: Full-Time Experience Level: Mid Level We are working with a family office services team, ... in consumer brands looking to add a Family Office- Accounting and Tax. Based in Orinda, Ca this role...tax estimates and annual extensions for individual, partnership and fiduciary returns . Researching tax related issues, respond to… 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
- Robert Half Finance & Accounting (Salinas, CA)
- …for all entity types such as C-Corp, S Corp, individual, partnership, fiduciary , nonprofit, gift, multi-state and CA franchise. * Conduct complex tax research ... rules. This role requires skills in Federal Income Tax, Federal Tax Return, Fiduciary Income Tax Return, Franchise Tax, Income Tax Preparation, Income Tax Return,… more
- Robert Half Finance & Accounting (Harrisonville, MO)
- …tax advice to clients and identify opportunities for tax minimization within their accounting systems. If you or someone you know is interested in this Senior ... and strategies for reducing tax liability * Review clients' accounting systems and pinpoint areas where tax minimization can...tax returns, among others * Work on multi-state and fiduciary income tax returns as necessary * Ensure all… more