- Wells Fargo (Palm Beach, FL)
- …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 (Tampa, FL)
- …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 Finance & Accounting (Syracuse, NY)
- …documents + Assist clients with retitling assets and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and review ... estate and trust accountings + Support attorneys in estate settlements and audits + Communicate with clients via phone, email, video, and in-person meetings For immediate consideration, please apply to this job posting and contact Nick Corieri from 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
- Robert Half Finance & Accounting (Bellingham, MA)
- …supervision, ensuring compliance with regulations. * Prepare and file corporate, fiduciary , charitable, partnership, and individual tax returns, focusing on ... Description We are looking for an experienced Tax Manager to join our team in Bellingham,...Bellingham, Massachusetts. In this role, you will oversee complex tax engagements and ensure the accurate and timely filing… more
- RWJBarnabas Health (West Orange, NJ)
- …health and welfare benefit plans, retirement plans, Affordable Care Act compliance, fiduciary obligations, and related tax reporting requirements, This role will ... health system, or law firm specializing in employee benefits and tax -exempt healthcare organizations. Reports to: The Senior Counsel, Assistant Vice President… more
- Comerica (New York, NY)
- …basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax ... reporting activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the broader business and improves efficiency of delivery of services to clients. Works with… more
- Truist (Wilson, NC)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit… more
- Robert Half Finance & Accounting (Chicago, IL)
- … tax workpapers and permanent files. + Prepare and review partnership, individual, fiduciary and information tax returns. + Assist in the preparation of ... and related journal entries. + Set up business and tax accounts with various governmental entities. + Project work...office. + Licensed CPA required. + Excellent accounting skills. Tax experience required. + Proficient in Excel and QuickBooks.… more
- Truist (Mount Pleasant, SC)
- …Compile tax documents and information for the preparation of estate, fiduciary and final income tax returns. QUALIFICATIONS Required Qualifications: The ... Qualifications: 1. Undergraduate degree 2. Trust School attendee or graduate 3. Fiduciary experience a plus **General Description of Available Benefits for Eligible… more