- 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 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
- 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
- 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
- Wells Fargo (Denver, CO)
- … accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary ... begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs Trusts Working at Wells Fargo | Jobs… 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
- 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
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. As the Head of Trust & Fiduciary Services ("TFS") United States; which forms part of Global Private ... job holder must operate within the bounds of the fiduciary nature of Trust Services: this is...have 10 years relevant experience with Succession Planning and Trust and Estate administration + Team player… more
- Bank of America (Dallas, 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
- Wells Fargo (San Antonio, TX)
- …pursue their financial goals with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services ... meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management...research * In this role, you'll work directly with Trust Officers and Trust Clients to create,… more
- Insight Global (West Chester, OH)
- …Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to ... Skills and Requirements - 5 years' experience of relevant fiduciary , personal trust or trust ...administration * maybe even a Paralegal that's done the estate planning - Proficient experience reading trust … 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 (Boca Raton, FL)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and… 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 (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
- Robert Half Finance & Accounting (North Palm Beach, FL)
- …must be well-versed in Trust Tax Returns. * Expertise in Tax - Fiduciary - Trust & Estate is needed. * Proficiency in QuickBooks is required. * Applicant ... regarding tax-related matters, providing clear and concise communication * Perform fiduciary accounting tasks, leveraging tools such as Excel and QuickBooks *… more
- Fiduciary Real Estate Development (Pewaukee, WI)
- …(snake), ladders etc. + EPA and CPO certifications are required. + Builds trust and communicates effectively within property, across company departments and in the ... community. + Adhere to fair housing laws, OSHA/Safety regulations, and company policies (training provided). + Reliable vehicle, valid driver's license with good driving record, and auto insurance. Schedule: Full-time hours, including weekends as needed. The… more
- SMBC (Brea, CA)
- …Banking Relationship Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not ... of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY** The… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...tax return preparers of appropriate tax returns (income, gift, estate and inheritance, and fiduciary ) and court… more
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