- Wipfli LLP (Wausau, WI)
- … 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
- Raymond James Financial, Inc. (FL)
- … planning and preparation process. * Advanced concepts, practices and procedures of fiduciary income tax as well as gift/estate/GST planning and preparation ... statutes and regulations. * Participates in the complex income and estate/gift/GST tax planning and preparation process, performs such tax planning functions… more
- Robert Half Legal (King Of Prussia, PA)
- …and Tax Paralegal, you will be integral in handling complex estates, tax filings, and fiduciary duties. Responsibilities: * Prepare and manage Federal Estate ... Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates. * Engage with clients to build and maintain long-term relationships, offering… more
- Comerica (Wilmington, DE)
- …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 (Milwaukee, WI)
- …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
- Robert Half Legal (St. Louis, MO)
- …documents and related trust funding. * Manage the estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and ... be tasked with a range of responsibilities, such as handling estate planning, tax , and probate matters. Responsibilities * Efficiently handle the process of trusts,… 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
- Wells Fargo (Austin, TX)
- …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 (Minneapolis, MN)
- …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...role:** Wells Fargo is seeking a Position Title Associate Fiduciary Specialist Working at Wells Fargo | Jobs and… more