- Atlantic Union Bank (Clarksville, MD)
- …Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and ... objectives. Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships. Acquire, expand and maintain client… more
- NBT Bank (New York, NY)
- …desired but not required Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation 5 Years experience in ... of trust policies and procedures Knowledge of estate inheritance and income tax laws, court rules and regulations. Ability to deliver new business development… more
- Avanath (Austin, TX)
- …Qualifications 2+ years' experience as an Assistant Community Manager. LIHTC/ Tax Credit Program Knowledge required. Equipped with excellent communication skills ... traffic. Assist with leasing job duties, including touring prospective residents. + Fiduciary Handles all the monies of the property. Collects, posts, and deposits… more
- Robert Half Finance & Accounting (New York, NY)
- Description International Law Firm is looking to hire a Fiduciary Tax Accountant. There is a hybrid in office work schedule, so seeking locally based candidates ... Degree in Accounting + Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm or Bank Trust Department +… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Fiduciary Tax Specialist** , you'll play a key role in ... supporting the Tax Director and team with daily tax ...operational activities. You'll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable… 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 accountings and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... financial records to identify and resolve discrepancies. + Drafting Estate and Fiduciary Tax Returns + Collaboration: Work closely with internal teams, such as … 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 (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
- 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
