- PNC (OH)
- …obtain one of these credentials within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax ) ... **Job Description** + Coordinates with outside vendor who prepares tax returns in order to meet fiduciary ...prepares tax returns in order to meet fiduciary compliance needs. Provides information required by outside vendor… more
- KeyBank (Toledo, OH)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and ... bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary ...estate tax - related issues. + Applies sound fiduciary judgment to trust matters. **Client Management** + Works… more
- KeyBank (Brooklyn, OH)
- …**ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise:** - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues - Designs and ... resolves potential trust and estate and estate legal and tax related issues - Applies sound fiduciary ...and tax related issues - Applies sound fiduciary judgment to trust and estate settlement matters **Client… more
- PNC (Cleveland, OH)
- …+ Works with external entities to understand, contribute to and implement fiduciary / tax planning strategies and assess financial planning impacts for the ... or participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any will or document in which PNC… more
- PNC (Cleveland, OH)
- … fiduciary laws, uniform trust code - Specialized administration (Special Assets, fiduciary tax requirements) - Support requirements for PNC Delaware Trust ... * Program includes following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management, IRAs, etc.) - Knowledge of… more
- Deloitte (Dayton, OH)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
- Deloitte (Dayton, OH)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
- KeyBank (Brooklyn, OH)
- …assigned portfolio consisting of moderate to highly complex construction and tax credit equity transactions, interim loans (including multiple tranche transactions), ... may be syndicated/participated. Transactions primarily involve low income housing tax credits (LIHTC), historic tax credits (HTC),...in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Identify… more
- US Tech Solutions (Brooklyn, OH)
- …support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... with centralized support areas such as Trust Operations, Trust Tax , Trust Revenue and Real Estate to ensure completion....to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more