- Wipfli LLP (Duluth, MN)
- … or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Wipfli LLP (Milwaukee, WI)
- …in some instances both. Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Thrivent Financial (Appleton, WI)
- …as appointed. + Stay current on developments in federal and state trust regulations, tax laws, fiduciary best practices and account for impacts in your ... skills, and the ability to deliver high-touch client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds… more
- Wipfli LLP (De Pere, WI)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Comerica (New York, NY)
- …training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or ... the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate. Administratively monitors and tracks… more
- Robert Half Legal (St. Louis, MO)
- …cases. Responsibilities: * Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and ... Skilled in Calendar Management * Excellent Communication skills * Knowledge of Gift Tax and Estate Tax * Ability to prepare Estate Tax Return * Experience in… more
- US Bank (Minneapolis, MN)
- …income, estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities… more
- Wells Fargo (San Francisco, CA)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and… more
- Wells Fargo (Irvine, CA)
- …**Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Robert Half Legal (Chicago, IL)
- …administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions ... + Prepare and file Illinois state and federal estate tax returns, including court inventory + Coordinate asset transfers...+ Ability to prepare federal and state estate tax returns, as well as familiarity with estate and… more