- Wipfli LLP (Detroit, MI)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Robert Half Legal (Worcester, MA)
- …with elder law, guardianships, and long-term care planning. + Familiarity with estate tax filings and fiduciary accounting. Robert Half is the world's first ... and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal,… more
- M&T Bank (Wilmington, DE)
- **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
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Administer assigned book of ... client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as primary point of contact for the client on… more
- First Horizon Bank (Coral Gables, FL)
- …of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment ... complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction… more
- Bozeman Health (Bozeman, MT)
- …Fiduciary Support + Serve as liaison for the annual audit and support 990 tax filings and other fiduciary reporting requirements. + Track and report grant ... expenditures in coordination with department managers to ensure proper fund deployment. General Responsibilities + Assist with special data requests, donor segmentation, and reporting as needed. + Lead by example, demonstrating professional behavior and a… more
- JPMorgan Chase (Chicago, IL)
- …feedback Required Qualifications, Skills and Capabilities + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- JPMorgan Chase (New York, NY)
- …degree is a plus; JD strongly preferred * In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a… more
- JPMorgan Chase (Rochester, NY)
- …other advanced degree is a plus; JD preferred + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- JPMorgan Chase (Palm Beach, FL)
- …Skills and Capabilities + Bachelor's Degree required + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with… more