- Robert Half Legal (Winston Salem, NC)
- …producing a high volume of complex, detailed work involving estate administration, trust administration and fiduciary accounting . The paralegal must be ... 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
- Bank OZK (Dallas, TX)
- …education to stay up to date with applicable probate and trust law, fiduciary income tax, technical knowledge of federal estate , gift and GST tax and ... Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed...procedures and guidance. + Educates counterparts within Division regarding trust , tax and estate planning matters to… more
- Bank OZK (Clearwater, FL)
- …of basic federal income, estate and gift tax. + Knowledge of trust accounting and management software, preferably TrustDesk (FIS product). + Ability to ... to the position regarding state trust law, fiduciary income tax, basic estate tax and...Basic Qualifications + Bachelor's degree in business, finance, or accounting , or commensurate work experience, required. + 6+ years… more
- Raymond James Financial, Inc. (FL)
- …and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. **Ability ... External** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and...state regulation pertaining to fiduciaries. * IRS Gift and Estate Tax Code laws, Uniform Principal and Income Act… more
- Edward Jones (St. Louis, MO)
- …related legal or financial services experience required + Knowledge of advanced fiduciary , gifting, trust management principles, estate planning principles, ... to formulate a plan for execution of the overall estate plan strategy while limiting fiduciary , regulatory...and tax and legal professionals + Ability to use trust accounting system, Microsoft products and other… more
- PNC (Ringling, OK)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- Robert Half Legal (Baltimore, MD)
- …+ Coordinate the preparation of all appraisals and income tax returns (individual and fiduciary ) Trust Administration Duties: + Handle all aspects of trust ... requiring 3 days in office per week once trained. Estate Administration Duties: + Handle all aspects of the...Distribute to beneficiaries + Conduct tax planning + Coordinate fiduciary income tax return preparation Requirements Key requirements: +… more
- Robert Half Legal (Phoenix, AZ)
- …someone with a strong understanding of estate tax, trusts and estates, trust accounting , and probate administration. Responsibilities: * Prepare Estate ... preferably in Trusts and Estates * Demonstrable expertise in Estate Tax law and procedures * Proven experience in...experience in Trusts and Estates management * Proficient in Trust accounting and Fiduciary Income… more
- Plante Moran (Grand Rapids, MI)
- …in accounting , finance, or related business field + 5+ years of recent estate planning experience in public accounting or equivalent experience + CPA or JD ... comprehensive financial solutions in the areas of investment advisory, trust , tax, and insurance. We have over 300 professionals...preferred + Moderate understanding of fiduciary and estate tax planning and compliance… more
- Robert Half Legal (Atlanta, GA)
- …* Preparation and review of fiduciary income tax returns, gift tax returns, estate tax returns, and charitable trust returns * Manage deceased client cases ... Atlanta, Georgia. The successful candidate will primarily be involved in estate planning and wealth transfer services, working closely with high-net-worth clients.… more
- Truist (Orlando, FL)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue ... clients and partners. Preferred Qualifications: 1. Undergraduate degree in business, accounting , Fiduciary Administration or related field. 2. Working towards… more
- Regions Bank (Orlando, FL)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or...or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate … more
- NBT Bank (Lakeville, 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 ...estate administration from initial probate stages to final accounting and full distribution in accordance with a decedent's… more
- US Bank (Milwaukee, WI)
- … fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting /reporting, and other regulatory compliance requirements - Ability ... issues, leveraging appropriate resources when needed. . Demonstrate command of trust accounting systems and all ancillary computer systems and programs.… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate; + Coordinate communications with ... computer skills + Excellent written and verbal communication skills + Paralegal, trust , estate planning, or financial/investment background not required, but… more
- Bank OZK (Austin, TX)
- …in applicable region/territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job ... and guidance through effective communication related to carrying out Trust administration activities. + Advises fiduciary team...law and investment regulations. + Knowledge of federal income, estate , gift, and GST tax; multi-state estate … more
- US Bank (Fargo, ND)
- … fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting /reporting, and other regulatory compliance requirements - Basic ... issues, leveraging appropriate resources when needed. + Demonstrate command of trust accounting systems and all ancillary computer systems and programs.… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …* Experience in handling Trust Tax Returns * Familiarity with Tax - Trust & Estate and Tax - Fiduciary - Trust & Estate * Experience in preparing ... stay updated and ensuring compliance with deadlines * Utilizing Accounting Software Systems to manage and track financial data...estate tax, and gift tax * Ensuring accurate trust tax returns and estate tax return… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …tax planning projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on ... Description SENIOR TAX MANAGER / TAX MANAGER - PUBLIC ACCOUNTING FIRM IN THE BALTIMORE METRO AREA My client,...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review… more
- City National Bank (Wilmington, DE)
- …crucial in this position * Must be PC literate and be familiar with trust accounting systems. *Compensation* Starting base salary: $91,107.90 - $155,119.50 per ... This position supports Royal Bank of Canada (RBC) Delaware Trust by administering estate and personal ...insure sufficient cash is maintained to meet beneficiary distributions, fiduciary fees, trust bills, etc. * Obtain… more
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