- 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 (New York, NY)
- …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
- KeyBank (Pepper Pike, OH)
- …goals. 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 (Palm Beach Gardens, FL)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. Designs and ... of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment...and estate tax - related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with… 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
- 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
- Dorsey & Whitney LLP (Minneapolis, MN)
- …candidate will have relevant experience with the preparation of complex estate, gift, and fiduciary tax returns, as well as aspects of probate estate and trust ... and projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary , estate, gift and GST, individual and related entities); respond… more