- JPMorgan Chase (Newark, DE)
- **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates , you will be an integral part of our Global Trusts & Estates ... Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax , administrative and...develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust … more
- JPMorgan Chase (New York, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... the gross estate of the decedent for estate tax purposes, it is the ...retain and deepen client relationships New Business *You will Partner with Wealth Advisors, Bankers, Investors, and Trust… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...Frequent communication with clients via email and phone. + Partner with the Estate Officer to retain… more
- Bausch + Lomb (Bridgewater, NJ)
- …eye health needs throughout their lives. Our iconic brand is built on the deep trust and loyalty of our customers established over our 170-year history. We have a ... A key member of the Bausch + Lomb Real Estate Management Team, the Director of Real Estate...and manage the lease requirements (financial and contractual) and partner with the global site leads to implement fit… more
- JPMorgan Chase (Rochester, NY)
- …role to oversee the administration of the trusts. Job Responsibilities: + Analyze trust documents for legal, tax , administrative and investment issues and ... The Global Trusts & Estates Practice is an integral part of the...specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Half. If you're eager to learn from an experienced partner with an interest in furthering their career, you...Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail -… more
- Robert Half Finance & Accounting (Canton, MA)
- …hybrid work from home schedules Tax , Tax - Corporate, Tax - Fiduciary - Trust & Estate , Tax - Individual, Tax - Multi-state, Tax - ... maintain positive relationships with client + Ensure utmost client trust in team + Advise client on tax...opportunities + Oversee all aspects of Individual, Partnership, Corporate, Trust and Estate issues + Review returns… more
- Cherry Bekaert (Raleigh, NC)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... practice. In this role, you will be responsible for tax research, reviewing individual, trust , and partnership... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Augusta, GA)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning; estate tax compliance and planning… more
- Cherry Bekaert (Cincinnati, OH)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Carson City, NV)
- …years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate ) as well as very interesting project accounting for a ... a fantastic track record of promoting capable professionals to partner . If you are interested in hearing more about...and practical application of Tax - Partnership, Tax - Trust & Estate ,… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …opportunity for career and compensation advancement. The firm focuses on complex individual, trust , estate , and business tax work. Familiarity with ... is preferred but not required. Responsibilities will include reviewing and preparing complex trust , estate , individual, and business tax returns as well as … more
- M&T Bank (Syracuse, NY)
- …as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- M&T Bank (Buffalo, NY)
- …as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- Cherry Bekaert (Cincinnati, OH)
- …are provided in a timely manner to avoid surprises. + Provide the engagement partner responsible for the tax work with timely status updates and communicate ... businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic...and involve the partner in the resolution of client service, … more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... Tax Manager - High Net Worth Individuals & Family...career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll… more
- Raymond James Financial, Inc. (Columbus, GA)
- …as may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate … more
- Citizens (Boston, MA)
- … and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these ... responsible for advising high net worth clients on their trust and estate administration needs and administering...work with clients and their external advisors to implement estate plans to achieve clients' goals. + Partner… more
- Raymond James Financial, Inc. (Philadelphia, PA)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust ...be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with… more