- 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
- JPMorgan Chase (New York, NY)
- …+ Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping ... required and JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts + Problem Solving/Risk… more
- Wells Fargo (Denver, CO)
- …**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 (New York, NY)
- …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...(IRA) **About this role:** Wells Fargo is seeking a Fiduciary Director to oversee the delivery of its Trust… more
- US Bank (Kansas City, MO)
- …excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies, ... and procedures. + Identify and resolve fiduciary risk issues. + Provide strategic advice and guidance on the bank's fiduciary responsibilities. + Serve as a… more
- Columbia Bank (Scottsdale, AZ)
- …to work in a team environment as well as independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate ... processing system, as well as general principles of trust accounting and estate tax law. + Strong interpersonal skills in order to effectively communicate with… more
- Robert Half Finance & Accounting (Green Bay, WI)
- … tax planning and compliance. * Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings. * Strong knowledge of ... Description We are looking for an experienced Tax Manager with expertise in the trust and... planning and compliance efforts for trusts, estates, and fiduciary entities. * Manage the preparation and review of… 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...Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth… more
- Wells Fargo (Dallas, 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...is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo |… more