- Eide Bailly (Des Moines, IA)
- …of internal and external webinar trainings. Preparing and reviewing gift, estate and fiduciary tax returns. Working with staff to ensure gift, estate and ... or Hybrid A Day in the Life As a Tax Manager you will be responsible for working with... fiduciary tax returns are completed correctly by... fiduciary tax returns are completed correctly by required deadlines and… more
- Wipfli LLP (Green Bay, WI)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports Knowledge,… more
- BankTalent HQ (Gloucester, MA)
- …timely and effective manner Manage client risks and money movement Gather information and tax forms needed for fiduciary and personal income tax preparation; ... oral presentation skills, a working knowledge of investments and tax , a high service standard and ability to manage...and ability to demonstrate impeccable integrity in personal and fiduciary matters. Able to work independently as well as… more
- Old National Bank (Evansville, IN)
- …to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and ... coordination with outside attorneys, trustees and consultants. Salary Range The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which… more
- Trust Counsel PL (Coral Gables, FL)
- …overseeing investments, banking activities, real estate holdings, and ensuring tax compliance. Prepare trust/ fiduciary accountings for Attorney-Trustees, manage ... and solutions for clients. Have experience with sophisticated /HNW domestic estate tax and asset protection planning. Analyze and prepare complex estate and gift… more
- Bank OZK (Atlanta, GA)
- …divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on long-term ... fiduciary and investment relationships with business owners, nonprofits, municipalities,...design, and institutional investment management. + Comprehensive knowledge of tax laws and investment plan laws that relate to… more
- Busey Bank (Dallas, TX)
- …the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services ... concepts including asset allocation, and basic trust and estate procedures A fiduciary approach to managing client relationships Ability to: The Private Wealth… more
- Fairfield Residential (Greenville, SC)
- …to maintain and exceed regulatory standards, including HUD Section 8 and tax credit requirements. Drive Strategy : Analyze market trends, support marketing ... of five years of progressive multifamily property management experience Experience with Tax Credit Compliance, EIV, and HUD Section 8 subsidy programs required… more
- Washington Trust Bank (Coeur D'Alene, ID)
- …of cash flow work sheets and requesting and analyzing financial records and tax returns. Responsible for meeting all banking and financial needs of Small Business ... and familiar with traditional bank policies. Work experience in fiduciary relationship management, including experience in Small Business Lending. Knowledge… more
- PNC (PA)
- …obtain one of these credentials within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax ) ... **Job Description** + Coordinates with outside vendor who prepares tax returns in order to meet fiduciary ...prepares tax returns in order to meet fiduciary compliance needs. Provides information required by outside vendor… more
- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- KeyBank (Portland, ME)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax . + Investment oversight experience a plus. +… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... offices, and external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ensuring all ... clients, family offices and outside advisors to ensure complete and accurate fiduciary tax filings. **Job responsibilities** + Serve as a subject matter expert… more
- Bank of America (Providence, RI)
- …impact. Join us! **Job Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on ... focused service standards, bank standards and policies, and federal and state fiduciary tax reporting requirements. **Responsibilities:** + Provides technical … more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …and trust tax , including high-net-worth individual taxation. * Strong knowledge of estate tax laws and fiduciary tax principles. * Proven expertise in ... strategies tailored to their needs. * Provide expert guidance on fiduciary and trust tax matters for high-net-worth individuals. * Lead and mentor a team,… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a ... contact for clients, building and maintaining strong relationships Research complex tax issues and provide clear, actionable recommendations Review work prepared by… more
- Wipfli LLP (South Portland, ME)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... will require in-person attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and… more
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