- 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
- Wells Fargo (Charlotte, NC)
- …CTFA preferred + Knowledge and 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
- 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...**About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs 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, you will:** + Lead operational support for fiduciary professionals to administer a book of complex … 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
- 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...at Wells Fargo (wellsfargojobs.com) + Support a team of fiduciary professionals to administer a book of fiduciary… more
- Truist (Dallas, TX)
- …follow-up telephone calls, and client meeting preparation 6. Prioritizing fiduciary activities that enable quality client interaction 7. Continually render ... in onboarding new teammates and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive team environment that… 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
- Robert Half Finance & Accounting (Sioux City, IA)
- …manage various client engagements. * Prepare accurate and timely individual, business, and fiduciary income tax returns. * Offer strategic business planning and ... role provides an excellent opportunity to enhance your expertise in accounting, tax preparation, and business advisory services while working with a diverse range… more
- Robert Half Finance & Accounting (Sioux City, IA)
- … preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic ... client's firm is committed to delivering high-quality accounting and tax solutions that empower our clients to achieve their...business planning, tax projections, and forward-looking advice to clients. * Build… more