- State of Montana (Helena, MT)
- …(3) years' legal experience, preferably in public pension law, including trust, fiduciary , and tax laws; constitutional, civil, administrative laws and ... impact of legal and regulatory changes. This position holds independent fiduciary duties to retirement system participants, requiring sound judgment and autonomy.… more
- Truist (Mclean, VA)
- … tax returns, including by way of example and not limitation final individual income tax returns, fiduciary income tax returns, and estate tax ... accounts that are includible in a decedent's gross estate for federal estate tax purposes. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- US Bank (Minneapolis, MN)
- …income, estate and multi-generational taxation and trusts - Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... the administration, risk management and servicing of assigned charitable fiduciary and investment management accounts. May include Relationship Management… more
- Robert Half Legal (Phoenix, AZ)
- Description * Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. * Maintain financial records of trusts; perform ... detail and quality of work. Excellent Benefits Requirements Estate Tax , Trusts and Estates, Trust accounting, Fiduciary ...Estate Tax , Trusts and Estates, Trust accounting, Fiduciary Income Tax Return, Ledger Reconciliations, Probate… more
- Robert Half Legal (Philadelphia, 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
- 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
- Robert Half Legal (Denver, CO)
- …systems and document management. * Strong knowledge of estate planning, elder law, and fiduciary tax processes. * Familiarity with preparing estate tax ... returns and other related tax documents. * Excellent calendar management skills, including scheduling and tracking critical deadlines. * Ability to work independently and manage multiple tasks with accuracy. * Outstanding organizational and communication… 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 (Vancouver, WA)
- …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