- Adecco US, Inc. (Providence, RI)
- …smooth operations , accurate tax filings, and excellent service for clients managing fiduciary responsibilities. **Key Responsibilities:** + Provide ... **Job Type:** Full-Time **Department:** Fiduciary Tax Services We...handling sensitive client information. **Qualifications:** + Previous experience in tax services , financial operations , or… more
- US Bank (Milwaukee, WI)
- …at all experience levels. Tax Operations : - General knowledge of fiduciary tax operations , including trusts, charitable accounts, and estates - ... Accountant, with an emphasis on fiduciary tax preparation, within its WCIB Operations division....statistical analyses related to work performed to management Client Service : - Ability to address tax -related questions… more
- Truist (Charlotte, NC)
- …limited to Wealth Markets, Fiduciary Practice, Risk, Compliance, Legal, Investments, PHI, Tax , Operations and Audit. Following is a summary of the essential ... all teammates (team leads, Center Trust Advisors and Client Service Specialists) in their respective markets. The Fiduciary...in partnership with others areas of Wealth such as Fiduciary Practice, Wealth Markets, Operations , Tax… more
- Bank of America (Los Angeles, CA)
- …, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services , Specialty Asset Management (SAM), Trust Operations , Fiduciary Tax ... information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM,… more
- Comerica (Charlotte, NC)
- …account openings/closings. Ensure compliance with investment policies and regulations. Oversee trust tax operations and liaise with third parties. Identify and ... Director Fiduciary Governance Guide relationship management and operations...regulatory changes and lead efforts to tailor / update service offerings as needed to ensure the fiduciary… more
- Bank OZK (Little Rock, AR)
- …requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services . + Performs tasks related ... Purpose & Scope Provides direct Trust and Wealth client service as well as administrative support to Fiduciary...to annual fiduciary income and other tax filing and reporting activities. + Provides support for… more
- Citigroup (DE)
- …management and the ever-evolving regulatory environment. + Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing ... Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time… 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...new clients, client introductions and communication, development of a tax services operating plan, CCH Trust US… 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 ... fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax ... returns for the family office + Review income tax returns for various individual, partnership and fiduciary… more
- KPMG (Minneapolis, MN)
- …- Trust Tax **Requisition Number:** 119267 - 46 **Function:** Tax Services **Area of Interest:** **State:** MN **City:** Minneapolis **Description:** ... to work and build a career, KPMG provides audit, tax and advisory services for organizations in...Associate or Associate to join our Tax (https:// tax .kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary… more
- ADP (Alpharetta, GA)
- …you will lead a team of PEO Tax and Audit associates within the TotalSource Tax Operations team to ensure that all employment tax liabilities with local, ... of document requests during audits and ensuring all employer tax and claims fiduciary , compliance and operational...and how they will impact clients' and ADP TotalSource's tax accounts and services . + Analyze and… more
- Randstad US (Salem, VA)
- …Identify and implement process improvements to enhance the efficiency and quality of tax services . qualifications: + Bachelor's degree in Accounting, Finance, or ... permanent + bachelor degree + category business and financial operations occupations + reference510249 job details job summary: Randstad...Estate Tax , tax audit, Individual/Personal Tax Planning, Form 1041 - Fiduciary , Form… more
- UKG (Ultimate Kronos Group) (Atlanta, GA)
- …The successful candidate will have a strong background in banking or similar operations , fiduciary and trust powers, risk management, compliance, and experience ... the world, across all industries. Our solutions include payment services , managing on behalf of our clients payments due...on behalf of our clients payments due to employees, tax agencies and other third parties. UKG is seeking… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …preferred; professional designations (eg CTFA, CFP, CPA) preferred + Demonstrated fiduciary sales/client service experience and success preferred + Demonstrate ... with all policies and procedures governingfiduciaryrelationships.Primary responsibility for the fiduciary team's interface with the trust accounting system, the IA… more
- Randstad US (Providence, RI)
- …Bachelors Responsibilities + Administrative support of Fiduciary Tax Services as well as achieving client focused service standards and complying ... client is seeking a highly organized and detail-oriented Administrative Assistant to support their Fiduciary Tax Services team. The ideal candidate will play… more
- Internal Revenue Service (Ogden, UT)
- …following specialty areas: Taxpayer Services Return Integrity and Compliance Services , Return Integrity Verification Operations (RIVO) The following are the ... explain liability, and encourage compliance. Experience with AIMS, IDRS, business, fiduciary , and estate tax . Experience with Privacy Act, disclosure… more
- CIBC (Chicago, IL)
- …management, personal and small business financial solutions, as well as cross-border banking services , to clients with North American operations . At our core, we ... wealth management, investment advisory, investment management, investment counseling, trust, fiduciary , related asset management services , individual retirement… more
- PNC (Pittsburgh, PA)
- …responds to client and beneficiary inquiries. The ITO ensures that regulatory and fiduciary obligations are met, including tax and distribution requirements for ... or trust. The ITO conducts administrative reviews, communicates administrative and fiduciary issues to clients, beneficiaries and to appropriate committees within… more
- JPMorgan Chase (New York, NY)
- …+ Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations . + Interpret and apply the terms of the ... individual investors, the business also provides retirement products and services , brokerage and banking services including trusts... tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate… more
- Bank of America (Miami, FL)
- …knowledge of investments, tax , legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws and ... in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services required through extensive related work… more