- Aston Carter (Phoenix, AZ)
- …such as CCH Axcess and Thomson Reuters. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. + ... We are seeking a skilled Tax Preparer specializing in estate and trust taxation to join our...our team. This role involves preparing federal and state fiduciary income tax returns, estate tax returns,… more
- Aston Carter (Phoenix, AZ)
- …such as CCH Axcess and Thomson Reuters. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. Additional ... New Opening for a Tax Preparer - Estate and Trust ! Job Description We...our team. This role involves preparing federal and state fiduciary income tax returns, estate tax returns,… more
- Umpqua Bank (Scottsdale, AZ)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Umpqua Bank (Phoenix, AZ)
- …understanding of the trust data processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in ... Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona...independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax… more
- Deloitte (Tempe, AZ)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- PNC (Tucson, AZ)
- …for developing client solutions and strategies, including lending, investment management, estate /retirement planning and trust administration. PNC Private Bank ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more