- 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 ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- Wells Fargo (Purchase, NY)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at… more
- KeyBank (New York, NY)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working… more
- Neuberger Berman (New York, NY)
- … trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and good working ... **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… 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
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... Business risks across the Investments team. The Business Risk Fiduciary and Advisory Solutions Director will help ensure a...for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions Director will be part of… more
- JPMorgan Chase (New York, NY)
- …* Minimum of 7 years of relevant experience focused in the Trust and Estate business; either at a corporate fiduciary or a law firm * Solid Client ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- JPMorgan Chase (New York, NY)
- …JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of...JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts + Problem… more
- Raymond James Financial, Inc. (New York, NY)
- …office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs. ... Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial...client's professional legal and tax advisors. + Supplies technical estate tax and estate planning information in… more
- JPMorgan Chase (New York, NY)
- …the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** ... Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… more
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