- Tompkins Community Bank (Ithaca, NY)
- …the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring ... industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- City of New York (New York, NY)
- …Administration (FISA-OPA) seeks to hire an Administrative Accountant (NM) for the Fiduciary Accounting Unit that is responsible for remitting Federal, State ... etc. tax payments on an annual basis; - Document Fiduciary processes and write/update procedures for the unit and;...for the unit and; - Perform miscellaneous tasks of analytical/ accounting nature as assigned by the Directors. Preferred Skills… more
- Wells Fargo (Walnut Creek, CA)
- …and applicable law. + Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and… more
- Truist (Orlando, FL)
- …clients and partners. Preferred Qualifications: 1. Undergraduate degree in business, accounting , Fiduciary Administration or related field. 2. Working towards ... geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth...and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver … more
- State of Montana (Helena, MT)
- … and budgeting * Fiscal management with an emphasis on government and fiduciary accounting * Internal department systems * GenTax, SABHRS, and Internet ... resources, training, communications, taxpayer assistance, dispute resolution, call center, accounting , budgeting, asset management, and facilities and purchasing. *What… more
- Robert Half Finance & Accounting (Denver, CO)
- …with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager. Responsibilities includes + trend analysis + portfolio ... and externally + and more Benefits for the Sr. Fiduciary Analyst and Portfolio Manager includes remote work flexibility,...and Portfolio Manager comes with + Bachelor's Degree in Accounting , Finance or Actuarial Science + 7-10+ years of… more
- JPMorgan Chase (Chicago, IL)
- …qualifications, capabilities, and skills** + 7 years of relevant tax experience at a corporate fiduciary , Big 4 public accounting firm, or law firm. + BA/BS or ... WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ensuring all federal,… more
- Robert Half Legal (Philadelphia, PA)
- Description Job Title: Tax & Fiduciary Paralegal Overview: A large, multi-practice law firm seeks a highly driven, organized, and detail-oriented Tax & Fiduciary ... tax aspects of estates and trusts Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring compliance with filing requirements… more
- M&T Bank (Buffalo, NY)
- …reviews in a timely manner and maintain client communications on regulatory, legal, accounting , fiduciary and ERISA matters. Confirm with recordkeeper that all ... Leadership Development Manager-MDP. **Department Description:** Provides relationship management and fiduciary advisory services to corporate retirement accounts, concentrating on… more
- Robert Half Finance & Accounting (Englewood, CO)
- …and trading technology tools Requirements + Bachelor's degree in Finance, Economics, Accounting , Engineering, or a related discipline + 2+ years of experience in ... operate under pressure + High level of integrity and commitment to fiduciary standards and best execution + Effective communication and interpersonal skills Robert… more
- US Bank (Irvine, CA)
- …consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization) - Professional designation ... School Program Preferred Skills/Experience - Broad knowledge of the philanthropic, fiduciary , tax and estate planning disciplines - Experience drafting or reviewing… more
- Flowserve Corporation (Houston, TX)
- …solutions to make the world better for everyone! **Role Summary:** The Cost Accounting Supervisor is primarily responsible for leading a team of senior accountants ... position will be responsible for maintaining the integrity of the financial and accounting processes in our ERP systems, financial data management, monthly GL close… more
- Robert Half Management Resources (Walnut Creek, CA)
- …needs Requirements * Minimum of 7 years of experience in tax preparation and accounting * Proficiency in fiduciary , trust, and estate tax processes * Strong ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Wipfli LLP (Bedford, NH)
- …be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: + Respond to client and firm ... and in some instances both. Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards… more
- Wipfli LLP (Wausau, WI)
- …be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: + Respond to client and firm ... tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards… more
- Wipfli LLP (St. Charles, MO)
- …be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: + Respond to client and firm ... tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …up to date * Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by ... Identify opportunities to improve the tax process * Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH...Sales Tax, and other relevant tools to carry out accounting functions and compliance * Apply knowledge and skills… more
- Robert Half Finance & Accounting (Chicago, IL)
- …pay rates"? The Senior Accountant is responsible for general ledger accounting ; including preparing journal entries, maintaining balance sheets and income statement ... balance sheet and income statement accounts. + Prepare tax workpapers (ie fiduciary , partnership, S-Corps., etc.) and assist with the annual tax return filing… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …conducting tax-related research. You will also handle tasks related to trust accounting , estate and gift tax returns, and various bookkeeping and billing activities. ... quarterly estimated taxes. * Participate in the firm's trust accounting practice when necessary. * Prepare estate and gift...and Federal Income Tax Return * Ability to handle Fiduciary Income Tax Return * Experience in preparing Income… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Delaware area seeks a skilled Firm Administrator with proven administrative, accounting , and finance experience within the legal/real estate industry. In this ... . Reconcile and process vendor invoices . Handling client escrow and fiduciary funds . Provide reports to management Requirements The ideal Firm Administrator… more