- Wells Fargo (Austin, TX)
- …of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income tax strategies and other complex wealth transfer ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Truist (Winter Park, 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
- 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
- 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 of… more
- Comerica (Palm Beach Gardens, FL)
- …basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax ... all account related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners. Develops referrals… 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
- 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