- US Bank (Nashville, TN)
- …tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk ... development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection… more
- Columbia Bank (Portland, OR)
- …persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Huntington National Bank (Columbus, OH)
- …Bank segment. We are responsible for not only tax compliance associated with fiduciary and charitable trust accounts, but also in maintaining strict oversight ... Description Summary: The Trust Tax Accountant is an integral member of...Strong verbal & written communications skills o Experience with fiduciary tax compliance, including Forms 1041/5227/990-PF is a plus… more
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account… more
- PNC (PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Trust Officer I within PNC's Fiduciary organization, you may be based in a ... or agent. Administers accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Manages a book of business. + Delivers… more
- Comerica (Farmington Hills, MI)
- …+ Bachelor's degree from an accredited university + 7 years of experience in Fiduciary Services within trust and estates + 5 years of experience utilizing ... Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new… more
- Robert Half Legal (San Jose, CA)
- …probate and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust , and estate matters. * Ability to prepare and review ... will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax matters. You will work collaboratively… more
- US Tech Solutions (Brooklyn, OH)
- …is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. + The position will support the people, products, ... General maintenance and system messaging. + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust … more
- Robert Half Management Resources (Walnut Creek, CA)
- …of 7 years of experience in tax preparation and accounting * Proficiency in fiduciary , trust , and estate tax processes * Strong expertise in individual and ... Section 199A provisions to optimize tax strategies * Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail * Provide… more
- Insight Global (Morristown, VT)
- …This individual is responsible for the accurate preparation and timely filing of fiduciary ( trust and estates), charitable, partnership and personal tax returns. ... They will also provide back up support and report into the Director of Tax Services. This role requires (ideally) on site 5x a week from May through December. During the busy season (January through April) work ranges up to a maximum of approximately 50 hours… more