- Truist (Atlanta, GA)
- …industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts , special needs...Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals… more
- Robert Half Finance & Accounting (Rockville, MD)
- …company corporate tax experience + Partnership (1065) returns + Real Estate industry (preferred) + Strong work paper skills + Proficient with Microsoft Excel ... of public accounting? I'm working with a large real estate developer, investor and property management company who is...and property management company who is seeking a Senior Tax Accountant to join their team. Not only do… more
- TIAA (Charlotte, NC)
- ** Trust Administration Manager ** The Trust Administration Manager manages a team of experienced professionals that work on trust and estate ... are consistent with trust laws and regulations. In addition, the Trust Administration Manager oversees the development of new businesses by expanding… more
- Regions Bank (Knoxville, TN)
- …to practice law on behalf of Regions Bank, and four (4) years of Trust Administration, Estate / Tax Law, Financial Planning, Investment or related experience ... Compliance Reviews for clients in conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager...of Business Administration (MBA) and four (4) years of Trust Administration, Estate / Tax Law, Financial… more
- Umpqua Bank (Walnut Creek, CA)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... Trust Market Manager Wealth Management South...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- First Horizon Bank (Knoxville, TN)
- …agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, ... site at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships… more
- Perkins & Co (Portland, OR)
- …ECI, Branch Profits Tax , FDII + Subpart F, GILTI, PFICs, Foreign Trust throwback rules + Check-the-box elections + Foreign tax credit planning + ... US withholding tax (IRC ||1441-1446) + US estate , gift, and expatriation tax + Develop...Week reader's poll) Questions? Email Julie Brodell-Martin, Talent Acquisition Manager , at ###@perkinsaccounting.com Perkins & Co is an Equal… more
- Neuberger Berman (New York, NY)
- …account administration. The individual should have strong technical knowledge of gift, estate , and fiduciary income tax , ability to prioritize and complete ... Direct administrative and management oversight responsibility for fiduciary relationships for trusts , estates and investment management clients. + Day-to-day… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Securities Operations Associate as part of the Tax Cost team within Wealth and Investment Management Operations. The Tax Cost ... cost basis information, according to IRS Regulations into SEI Trust 3000. Learn more about our career areas and...and deliverables with narrower impact + Receive direction from manager and exercise judgment within defined parameters related to… more
- City of New York (New York, NY)
- …sources for Trust projects (including as applicable senior debt, historic tax credits, sustainability loans or grants, and public subsidy), and ensuring close ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more