- Wells Fargo (Minneapolis, MN)
- …Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn ... . This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure consistent and controlled… more
- Adecco US, Inc. (Providence, RI)
- **Job Type:** Full-Time **Department:** Fiduciary Tax Services We are seeking a detail-oriented and organized Operations Support professional t in Providence, ... managing fiduciary responsibilities. **Key Responsibilities:** + Provide operational support for fiduciary tax filings, including trust and estate tax … more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Senior Associate, Trust Tax **Requisition Number:** 117367 - 5 **Function:** Tax Services **Area of Interest:** ... Tax Senior Associate or Associate to join our Tax (https:// tax .kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary , charitable and information… more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Manager, Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:** ... a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers...Manage an account load of approximately 1,000 to 2,000 fiduciary and agency accounts + Support senior associate/management in… more
- Bank OZK (Little Rock, AR)
- …requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual ... fiduciary income and other tax filing and reporting activities. + Provides support for Trust and Wealth team business development efforts including preparation… more
- Robert Half Legal (New York, NY)
- …of experience in the legal industry. * Deep knowledge and experience in Fiduciary Tax is a mandatory requirement. * Comprehensive understanding and expertise ... York, United States, and are currently looking for a Fiduciary Administrator. In this position, you will be charged...papers along with federal and state estate and inheritance tax returns. * Draft correspondence and documents that pertain… more
- Bank of America (Chicago, IL)
- …as well as COIs and other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance + Strong ability to work ... Regional Fiduciary Officer Wilmington, Delaware;Chicago, Illinois; Conshohocken, Pennsylvania **Job...Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration… more
- Citigroup (DE)
- …Proficiency in Microsoft Office products. + CFTA preferred. Experience with Fiduciary Income Tax . **Education:** + Bachelor's/University degree, Master's degree ... The Trust Fiduciary Lead is a strategic professional who stays...and gas interests; working with both internal and external tax preparers to complete and file tax … more
- Robert Half Finance & Accounting (Bloomington, MN)
- …and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in Fiduciary Tax is essential * Must be able to demonstrate a high level of skill in ... strategies effectively in diverse situations * Must have substantial expertise in Fiduciary Tax . Robert Half is the world's first and largest specialized talent… more
- Robert Half Finance & Accounting (Concord, MA)
- …* Handling Estate Tax Return, Estate Tax , Fiduciary Income Tax Return, and Fiduciary Tax tasks. * Monitoring and managing customer inquiries ... and Estate Tax * Familiarity with Fiduciary Income Tax Return and Fiduciary Tax * Excellent communication and interpersonal skills * Ability to… more
- US Bank (Milwaukee, WI)
- …US Bank is seeking a Senior Tax Accountant, with an emphasis on fiduciary tax preparation, within its WCIB Operations division. This hybrid role is located ... all experience levels. Tax Operations: - General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates - Processing and… more
- Robert Half Accountemps (Washington, NJ)
- …preparation of business tax returns, especially for partnerships * Carry out fiduciary tax return preparation * Perform estate accounting tasks * Maintain ... Tax Software, Microsoft Excel, Deductible, Documentation, Financial Records, Estate Tax , Fiduciary Income Tax Return, and Individual Tax Return.… more
- JPMorgan Chase (Chicago, IL)
- …and inclusion ratios + Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting firms + Facilitate the ... capabilities, and skills** + Bachelor's degree required + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax +… more
- Robert Half Accountemps (Milwaukee, WI)
- …preparing individual income taxes for high net worth clients and handling small business/ fiduciary tax returns. The position allows for a hybrid working ... individual income taxes for high net worth clients. * Handle small business/ fiduciary tax returns. * Assemble files for partner review. * Manage client financial… more
- Robert Half Finance & Accounting (Kirkland, WA)
- … Returns, Corporate Tax Returns, and Partnership Tax Returns * Experience in Fiduciary Tax related to Trust & Estate * Ability to develop and implement ... development of staff members. Responsibilities: * Prepare and review various tax returns, including individual, corporate, fiduciary , and partnership *… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure ... returns for the family office + Review income tax returns for various individual, partnership and fiduciary entities for the family office + Researching tax… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …candidate will have relevant experience with the preparation of complex estate, gift, and fiduciary tax returns, as well as aspects of probate estate and trust ... and projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary , estate, gift and GST, individual and related entities); respond… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …CPA a plus. + Minimum of 5 years' experience reviewing individual, partnership and fiduciary tax returns required. + Proficiency using CCH Axcess or ProSystems ... in start-ups during their initial stages. Key Responsibilities: + Reviewing income tax returns for various individual, partnership, and fiduciary returns for… more
- Wolters Kluwer (Coppell, TX)
- …Trust Tax , you will be responsible for leading a diverse team of fiduciary tax professionals to provide timely, efficient, and accurate production of high ... Manager, Operations - Trust Tax TAA US Preparer Market is looking for...of at least 5 or more. + Usage of fiduciary software to generate returns in a high production… more
- Adecco US, Inc. (Providence, RI)
- …to your first day. **Qualifications:** + Minimum of 3-5 years of experience in fiduciary tax services or a similar professional environment. + Bachelor's degree ... communication skills. **Responsibilities:** + Manage assigned accounts within the Fiduciary Trust Tax Service team. + Ensure...Manage assigned accounts within the Fiduciary Trust Tax Service team. + Ensure adherence to client service… more
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