- Robert Half Finance & Accounting (Parsippany, NJ)
- …Established and stable client in the Morristown vicinity seeks a PART TIME Fiduciary Tax Accountant, responsible for recording and reporting of fiduciary ... and stable client in the Morristown vicinity seeks a PART TIME Fiduciary Tax Accountant, responsible for recording and reporting of fiduciary transactions… more
- Robert Half Legal (Philadelphia, PA)
- …clear communication and effective case management Requirements: 2-5 years of experience in fiduciary tax management and trusts and estates law Proficiency in ... Trial Preparation, Case Management Software, Litigation, Estate Tax , Estate Tax Return, Fiduciary Tax , ParaLegals, iManage Robert Half is the world's… more
- PNC (PA)
- …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
- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- KeyBank (Portland, ME)
- …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 (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax . + Investment oversight experience a plus. +… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, state, and ... offices, and external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for… more
- JPMorgan Chase (Chicago, IL)
- …and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ensuring all ... clients, family offices and outside advisors to ensure complete and accurate fiduciary tax filings. **Job responsibilities** + Serve as a subject matter expert… more
- Edward Jones (Tempe, AZ)
- …foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax ... in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary principals, estate and income taxation + Able to use… more