- 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
- M&T Bank (Vero Beach, FL)
- **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
- First Horizon Bank (Knoxville, TN)
- …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
- 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
- JPMorgan Chase (New York, NY)
- …Capabilities & Skills:** + Bachelors Degree required + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...and Risk Management + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- Regions Bank (Birmingham, AL)
- …(IMA), custody, and trust accounts, ensuring account administration follows the fiduciary program and procedures, and develop structures designed to achieve those ... objectives. **Primary Responsibilities** + Provides fiduciary review of all documentation, including governing documents for Wealth Management accounts + Partners… more
- JPMorgan Chase (Chicago, IL)
- …documentation and draft forms for administration. + Analyze issues related to charitable fiduciary accounts, oil & gas, minerals, and tax matters. + Manage ... nationally recognized legal team, where you can specialize in areas like tax , charitable, digital, or regulatory matters. Work alongside experienced professionals in… more
- City National Bank (Los Angeles, CA)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... claims and expenses timely. Coordinates the preparation of estate, gift and income tax required returns. Strong working knowledge of federal and state estate tax… more
- Bank of America (Providence, RI)
- …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM, ... ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. **Skills:** + Account… more