- JPMorgan Chase (New York, NY)
- …of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate ... with its investment guidelines (Mandate). * Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability… more
- Wells Fargo (Purchase, NY)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... and/or with families of disabled individuals + Knowledge and understanding of estate , trust , or fiduciary administration + Ability to read and interpret legal… more
- Tompkins Community Bank (Ithaca, NY)
- …field or Paralegal Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred + Proficient in computer software ... individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws.… more
- Deloitte (Jericho, NY)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who...while using the latest tax technologies in the real estate industry to serve clients? If you answered yes… more
- Comerica (New York, NY)
- …manager for a book of business by providing by insight as to specific trust documents and overall estate planning. This position's direct involvement in business ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as… more
- Neuberger Berman (New York, NY)
- …lifetime. **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to prioritize and… more
- Citigroup (New York, NY)
- …Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven ... proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …non-taxable estates. This role involves direct client interaction, document preparation, and estate / trust accounting. In addition to their many other company ... estate tax and fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and audits +… more
- Neuberger Berman (New York, NY)
- …asset allocation, asset location, and portfolio construction + A solid understanding of trust and estate planning is highly desirable + Exceptional written and ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust Company of Delaware NA (collectively referred to as the " Trust Companies") are… more
- US Bank (New York, NY)
- …business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset ... planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession… more