- Robert Half Finance & Accounting (Hockessin, DE)
- …up to date * Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers ... Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax … more
- Robert Half Finance & Accounting (Horsham, PA)
- … Tax and Estate Tax Return preparation * Strong knowledge of Federal Income Tax , Federal Income Tax Return, Fiduciary Income Tax Return, and ... Description We are offering an exciting opportunity for a Senior Tax detail oriented in Horsham, Pennsylvania. This role involves overseeing a range of tax… more
- Bank of America (Chicago, IL)
- …of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, ... Fiduciary Tax Services ( Tax ), Portfolio Managers, etc., as well as external parties (Attorneys, CPAs, and Fiduciary Accountants). + Monitors the… more
- Robert Half Finance & Accounting (Stamford, CT)
- …you to apply. Requirements Preferred Qualifications + 2+ years of experience in fiduciary accounting and tax reporting is preferred. + Bachelor's degree in ... Description Tax Accountant (Stamford, CT) This highly organized professional...of experience in trust and estate administration, possess strong fiduciary accounting skills, and have a general understanding of… more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …the members of your Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work papers + Reviewing and ... places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until...expectations of clients, your Client Service Team, and the Tax Team as a whole + Training, overseeing, and… more
- Commerce Bank (Wichita, KS)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking ... internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate planning, insurance, lending, credit and banking… more
- CIBC (Chicago, IL)
- …and other related tasks, with Operations and Centers of Excellence. + Collaborate with internal fiduciary tax team to determine tax filings, and ensure all ... The Trust Advisor is a centralized role in the Fiduciary Center of Excellence, responsible for managing and administering...The ability to successfully identify and manage compliance and fiduciary risk management issues is also important. _At CIBC… more
- Truist (Atlanta, GA)
- …with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue ... within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including… more
- NBT Bank (Manchester, NH)
- …ability to identify, target and secure new customers. + Strong knowledge of fiduciary laws, tax considerations and regulatory requirements. + Completion of ... and Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance… more
- Commerce Bank (Kansas City, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate planning, insurance, lending, credit and banking ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.… more