- Robert Half Finance & Accounting (Bloomington, MN)
- …creating schedules. Requirements * Must possess a clear understanding of Trust tax, Estate Tax, Gift tax, and Fiduciary Income Tax Return * Experienced in ... fx for effective tax planning * Knowledge and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in Fiduciary Tax is essential * Must be… more
- Robert Half Legal (Winston Salem, NC)
- …managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting. The ... with drafting, revisions, and finalizing trusts, wills, and other estate planning documents; + Trust & ...for both estates and trusts; + Draft and organize estate tax returns, fiduciary tax returns, and… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …in handling Trust Tax Returns * Familiarity with Tax - Trust & Estate and Tax - Fiduciary - Trust & Estate * Experience in preparing Trust ... returns, estate tax, and gift tax * Ensuring accurate trust tax returns and estate tax return management * Utilizing CPA skills for effective tax management… more
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic...of trust assets while achieving their specific trust and estate planning objectives and introduces ... be expected to: + Manage an existing book of trust and estate accounts: types of accounts...**Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time Type:** Full time… more
- NBT Bank (West Hartford, CT)
- …and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer ... as Cannon Trust or New York Bankers Trust Schools to include coursework in estate ...legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and… more
- Bank of America (Dallas, TX)
- …Degree and a minimum of 5 years of trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP, JD, ... attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning +… more
- DA Davidson Companies (Lincoln, NE)
- …program*Knowledge of current developments in estate planning and trust administration.*Effectively administer fiduciary accounts and related agency accounts. ... Analyze and interpret legal instruments; Apply sound fiduciary judgment to trust matters.*Identify and resolve...needs.*Review and approve initial account reviews. Develop and approve estate , trust , agency and ILIT account reviews.… more
- Bank of America (Atlanta, GA)
- …prospects **Key attributes / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer ... wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust...of 5 years of trust administration and estate planning experience + Fiduciary professional with… more
- Kelly Services (Farmington Hills, MI)
- …a job that works for you. How about this one? We're seeking a **Senior Trust Fiduciary Analyst** to work for our financial client in Farmington Hills, Michigan. ... office **Why you should apply to be a Senior Trust Fiduciary Analyst:** + Work with a...Partnering with our client's Private Wealth, Advisor Solutions, and Estate Settlement Trust Advisors to open and… more
- DA Davidson Companies (Portland, OR)
- …program* Knowledge of current developments in estate planning and trust administration.* Effectively administer fiduciary accounts and related agency ... accounts. Analyze and interpret legal instruments; Apply sound fiduciary judgment to trust matters.* Identify and...Review and approve initial account reviews. Develop and approve estate , trust , agency and ILIT account reviews.… more
- Bank of America (Fort Worth, TX)
- …experience **Key Attributes / Competencies:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary ...and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as assigned. **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and welfare transfer ... and experience to provide advice and guidance on technical fiduciary issues in support of sales efforts and the...and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Wells Fargo (Minneapolis, MN)
- …participate in moderately complex lifecycle initiatives and support tasks related to fiduciary , charitable, estate , gift, and inheritance tax requirements and ... process improvement and risk control development + Collaborate and facilitate coordination with trust and estate administrative officers, mid-level trust and… more
- Robert Half Legal (New York, NY)
- …charged with the responsibility of managing legal and administrative tasks related to estate and trust administration. Your role will also involve working with ... correspondence and documents that pertain to the legal and administrative aspects of estate and trust administration. * Coordinate distributions to various … more
- Comerica (Wilmington, DE)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business ... process includes a review of state statutes, overall knowledge of trust and estate administration, an understanding of the family, current class of beneficiaries… more
- Truist (Coral Gables, FL)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge...degree 2. Trust School graduate 3. Certified Trust and Fiduciary Advisor (CTFA) **General Description… more
- Adecco US, Inc. (Providence, RI)
- …Responsibilities:** + Provide operational support for fiduciary tax filings, including trust and estate tax returns. + Maintain accurate and up-to-date ... manage multiple priorities in a fast-paced environment. + Familiarity with fiduciary or trust tax practices is advantageous **Pay Details:** $24.90 per hour… more
- Robert Half Finance & Accounting (Kirkland, WA)
- …Returns, and Partnership Tax Returns * Experience in Fiduciary Tax related to Trust & Estate * Ability to develop and implement Tax Planning Strategies to ... * Familiarity with tax return preparation for trusts and estates (Tax - Fiduciary - Trust & Estate ) * Strong understanding of tax laws applicable to… more
- Gelfand Rennert & Feldman (Nashville, TN)
- …research. Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... years (Senior Staff) in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is required + CPA or CPA… more
- Gelfand Rennert & Feldman (Encino, CA)
- …Responsibilities + Prepare and review individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary , and exempt organization tax returns + ... 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + Bachelor's… more
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