- KeyBank (New York, NY)
- …Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Tompkins Community Bank (Ithaca, NY)
- …three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and ... and industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- Robert Half Finance & Accounting (New York, NY)
- Description International Law Firm is looking to hire a Fiduciary Tax Accountant. There is a hybrid in office work schedule, so seeking locally based candidates ... only. Responsibilities: + Preparation of fiduciary income tax returns and maintenance of accounts and...returns and to resolve tax issues. Job Knowledge: + Fiduciary Income Tax + Gift Tax + Estate Tax… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- Citigroup (New York, NY)
- …approach to Business risks across the Investments team. The Business Risk Fiduciary and Advisory Solutions Director will help ensure a continuous improvement mindset ... plans specifically for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions Director will be part of the Investment Solutions… more
- City of New York (New York, NY)
- …Payroll Administration (FISA-OPA) seeks to hire an Accountant Level 1 for the Fiduciary Accounting Unit that is responsible for remitting Federal, State and Local ... Management Benefit Fund, etc. tax payments on an annual basis - Document Fiduciary processes and write/update procedures for the unit - Perform miscellaneous tasks… more
- Citigroup (New York, NY)
- …+ Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effective teams and manage a budget + Deliver audit reports, ... Internal Audit and Regulatory issue validation and business monitoring and governance committee reports + Lead reviews for all types of reviews, including the most complex, and review and approve Business Monitoring Quarterly Summaries + Participate in major… more
- Comerica (New York, NY)
- …Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance allows clients to ... take advantage of Comerica Bank - Trust, NA's professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a… more
- Citigroup (New York, NY)
- …+ Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards + Review and approve the ... Business Monitoring Quarterly summary and serve as lead reviewer for all reviews + Collaborate with teams across the business and determine impact on overall control environment and audit approach + Manage audit activities for a component of a product line,… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more