- 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...role:** Wells Fargo is seeking a Position Title Associate Fiduciary Specialist Working at Wells Fargo | Jobs and… more
- Umpqua Bank (Henderson, NV)
- …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
- Truist (Raleigh, NC)
- …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
- 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...and compliance requirements **Required Qualifications:** + 2+ years of Fiduciary Products experience, or equivalent demonstrated through one or… more
- Robert Half Legal (Radnor, PA)
- …creation of estate inventories and accountings. * Preparing both federal and state estate tax returns, fiduciary income tax returns, and other related ... documents. * Engaging in communication with clients, financial institutions, and government agencies to facilitate estate planning processes. * Overseeing deadlines and maintaining case files and calendars to ensure smooth operation. * Supporting attorneys by… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst Sr. The Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate Settlement Trust ... tracking the movement of assets until the account is funded. The Trust Fiduciary Analyst Sr. will also maintain libraries that catalogue Partner paperwork and the… more
- City of New York (New York, NY)
- …Benefit Fund, etc. tax payments on an annual basis - Document Fiduciary processes and write/update procedures for the unit - Perform miscellaneous tasks of ... seeks to hire an Accountant Level 1 for the Fiduciary Accounting Unit that is responsible for remitting Federal,...the taxing authorities. The selected candidate will: - Prepare tax payments by acquiring information from the Report Management… more
- Tiffany & Co. (New York, NY)
- …collaboration, and continuous improvement. + Comprehensive knowledge of 401(k) fiduciary responsibilities, payroll/ tax principles, and federal/state HR ... on internal pay equity. + Lead Tiffany Retirement Committees both formal with fiduciary responsibilities in the US and ad-hoc, Committees in non-U.S. markets to… more
- PNC (Cleveland, OH)
- …a detail-oriented and adaptable professional with a strong background in trust and fiduciary services, retirement and tax planning, and IRA administration. The ... experience. + Serves as an additional point of contact for escalated fiduciary , compliance, and operational matters. + Supports the Director in monitoring risk… more
- KeyBank (New York, NY)
- …facilitating and delivering on a family office client experience + Deep tax , investment, or fiduciary experience + Excellent interpersonal and communications ... the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship… more