- Robert Half Legal (Philadelphia, PA)
- …inheritance tax returns. Coordinate with accountants for income and fiduciary return preparation, facilitate tax payments and beneficiary distributions, and ... all areas of trust and estate administration - including estate settlement, tax return preparation and audits, ongoing trust accounting, and implementation. The firm… more
- Deloitte (San Juan, PR)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
- Deloitte (St. Louis, MO)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
- JPMorgan Chase (New York, NY)
- …that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary , corporate and partnership income tax laws, with ability to ... you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… more
- Robert Half Legal (Colorado Springs, CO)
- …Represent clients in probate court proceedings and hearings. + Advise clients on fiduciary duties, asset distribution, and tax implications. + Manage a caseload ... litigation and drafting legal motions and briefs. * Strong understanding of fiduciary duties and elder law, including conservatorships and guardianships. * Excellent… more
- JPMorgan Chase (Summit, NJ)
- …in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...set-up of account records, including payments, fee schedules and tax records + Communicate with beneficiaries and co-trustees to… more
- Robert Half Finance & Accounting (Chicago, IL)
- …+ Reconcile and maintain balance sheet and income statement accounts. + Prepare tax workpapers (ie fiduciary , partnership, S-Corps., etc.) and assist with the ... and bank reconciliations. The Senior Accountant will also prepare tax workpapers and assist with the annual tax... tax workpapers and assist with the annual tax return filing process. Job Description + Prepare journal… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in Northern ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager - depending...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
- Fifth Third Bank, NA (Tampa, FL)
- …Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. ... and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the… more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more