- Tompkins Community Bank (Ithaca, NY)
- …of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience… more
- Wells Fargo (Walnut Creek, CA)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... training, military experience, education. **Desired Qualifications:** + Knowledge and understanding of estate , trust , or fiduciary administration + Family… more
- PNC (Kalamazoo, MI)
- …have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Troy, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Robert Half Legal (Philadelphia, PA)
- …- including estate settlement, tax return preparation and audits, ongoing trust accounting , and implementation. The firm seeks a detail-oriented and ... Description A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Southfield, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. **Ability ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance...of Florida or other applicable states. + Finance and Accounting . + Basic concepts, practices and procedures of income… more
- Robert Half Legal (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This ... to apply your expertise in tax law within the trust and estate practice area. The ideal...law to support case strategies. * Prepare and file fiduciary and estate tax returns accurately and… more
- JPMorgan Chase (Dallas, TX)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... settings. + Solid understanding of trust and estate structures, administration, and fiduciary responsibilities. +...ability to build trusted relationships. + Expertise in real estate financial analysis and accounting + Strong… more
- Fifth Third Bank, NA (Tampa, FL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor...+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more
- KeyBank (Brooklyn, OH)
- …the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... other partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound … more
- Robert Half Office Team (Cedar Rapids, IA)
- …powers of attorney, and advance directives. + Manage complex processes: Assist with estate and trust administration, prepare probate pleadings, and handle court ... everything on schedule. + Work with numbers and compliance: Compile financial data for estate , gift, and fiduciary tax returns (Forms 706, 709, and 1041). +… more
- Regions Bank (Little Rock, AR)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on... or related field + Three (3) years of Trust Administration, Estate /Tax Law, Financial Planning or… more
- Regions Bank (Houston, TX)
- … 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
- 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
- JPMorgan Chase (Summit, NJ)
- …Retention skills + Strong computer skills including proficiency with trust accounting system + Experience with JPMorgan fiduciary platform a plus ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust… more
- Truist (Nashville, TN)
- …with disabilities to perform the essential functions. 1. Four Year College degree in Accounting , Finance, Business Management, Trust Administration or Law 2. 7 + ... review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as… more
- Robert Half Legal (Chicago, IL)
- …administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + ... + 5-8+ years of experience handling estate planning and trust ...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Edward Jones (Tempe, AZ)
- …in the trust or estate industry? Our Edward Jones Trust Company provides personalized investment management and fiduciary services. We are seeking ... management strategies, Modern Portfolio Theory, Prudent Investor Rule and Uniform Trust Code. + Familiarity with multiple accounting , performance, data,… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …strategies, and conducting tax-related research. You will also handle tasks related to trust accounting , estate and gift tax returns, and various ... taxes. * Participate in the firm's trust accounting practice when necessary. * Prepare estate ...and Federal Income Tax Return * Ability to handle Fiduciary Income Tax Return * Experience in preparing Income… more
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