- EY (Phoenix, AZ)
- …and help to build a better working world. Tax - Business Tax Services Fiduciary / Trust & Estate Tax Administration Services - Financial Services Organization - ... success of the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; business… more
- EY (Jericho, NY)
- …help to build a better working world. Tax - Business Tax Services Fiduciary / Trust & Estate Tax Administration Services ("FTEAS") - Financial Services ... of the FTEAS business. Responsibilities include technical review of complex trust & estate fiduciary accountings; managing client relationships; supervision,… more
- EY (Los Angeles, CA)
- …with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software. Understanding of fiduciary tax law ... and growth of the FTEAS business. Responsibilities include preparation of complex trust & estate fiduciary accountings; managing client relationships; maximizing… more
- Trust Counsel PL (Coral Gables, FL)
- …activities, real estate holdings, and ensuring tax compliance. Prepare trust / fiduciary accountings for Attorney-Trustees, manage financial statements, income, ... level of skill and knowledge in this area of law. Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients.… more
- Charles Schwab (Wilmington, DE)
- …Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee. Manage volume of new accounts through completion ... the United States on a full-time basis without employer sponsorship. The Trust Officer is responsible for developing and maintaining relationships with registered… more
- Truist (Richmond, VA)
- …perform the essential functions. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Trust and fiduciary services operations, regulations, and risk exposures. ... Risk Management Director to lead second line of defense risk oversight for RJ Trust and RJ Trust Company of New Hampshire . This newly created role is part of… more
- Edward Jones (St. Louis, MO)
- …charitable organizations, and private foundations. What You Will Do: The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, ... Overview Skills/Requirements What Experience You Need: 5+ years' experience in trust , fiduciary or financial services experience including 3 years in preparation… more
- Truist (Jupiter, FL)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... clients and prospects Partners with Truist product specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions… more
- US Bank (Minneapolis, MN)
- …with a willingness to learn and follow-through projects to completion Experience with trust and fiduciary systems, operations and investment systems Knowledge of ... SS&C Sylvan and SS&C PORTIA strongly preferred, prior experience with Clearwater, Bloomberg The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office… more
- Bank OZK (Atlanta, GA)
- …level of customer service is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. ... Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and… more
- Bank OZK (Little Rock, AR)
- …cash solutions. Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across ... investment management, fiduciary oversight, and plan design with a focus on...and performance review. + Maintain alignment with the Bank's Trust Committee policies and procedures. + Performs other duties… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …basic understanding of the specific product or process with a general understanding of Fiduciary Risk, Responsibility, and Law as it pertains to Trust Account ... types Depending on job assignment, additional knowledge on the Trust side Leverage knowledge base in IRA and ERISA...IRA and ERISA plans, may participate in the DOL Fiduciary Rule review process. The main responsibility is to… more
- City National Bank (Charlotte, NC)
- … fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego,… more
- PNC (Cleveland, OH)
- …support the Estate Settlement Advisor/s in all aspects of estate and trust administration and the delivery of an exceptional client experience including inventory ... of estate assets, estate distribution, and use of client management, workflow, trust accounting and tax systems. Frequent communication with clients, internal team… more
- UMB Bank (Kansas City, MO)
- …certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist). You have knowledge of financial ... more of the following areas: Private Wealth Management Corporate Trust Fund Services Investment Banking Corporate Treasury Corporate Accounting...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Robert Half (Bedford, NH)
- …as a trusted relationship manager, providing comprehensive financial planning, fiduciary consulting, and business transition guidance to sophisticated clients. This ... adherence to all regulatory compliance standards. With flexibility across our trust platforms, the Senior Financial Advisor will champion initiatives that elevate… more
- Robert Half (Lake Geneva, WI)
- …and conducting tax-related research. You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping and billing ... Review and process payments for quarterly estimated taxes. Participate in the firm's trust accounting practice when necessary. Prepare estate and gift tax returns in… more
- Charles Schwab (Atlanta, GA)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.… more
- Deloitte (Cincinnati, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... finance, or other business-related field Experience reviewing partnership and/or trust documents Experience managing projects including scheduling, budgeting, client… more
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