- Robert Half Finance & Accounting (Wilmington, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role...will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax ... + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of… more
- Commerce Bank (Columbia, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means... is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least 5-8+ years of experience to join their ... team. This Trust & Estates Paralegal is responsible for providing paralegal...and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + Ability to… more
- Wipfli LLP (Denver, CO)
- …delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be ... estate matters across a range of disciplines (such as trust and estate case law), using tax research products...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Wipfli LLP (Southfield, MI)
- …delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be ... estate matters across a range of disciplines (such as trust and estate case law), using tax research products...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- KeyBank (Brooklyn, OH)
- …outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary purposes. ... legal, reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account… more
- Robert Half Legal (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This role ... to apply your expertise in tax law within the trust and estate practice area. The ideal candidate will...law to support case strategies. * Prepare and file fiduciary and estate tax returns accurately and on time.… more
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Trust Asset Manager **Job Description Summary** Responsible for managing a portfolio of 35-45 Commercial assets for an owner or client and fulfill the ... 9, particularly around valuations, inspections, and annual reviews, to uphold fiduciary standards and regulatory requirements. + Prioritize and manage multiple… more
- Bank OZK (Dallas, TX)
- …cash solutions. Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across ... investment management, fiduciary oversight, and plan design with a focus on...and performance review. + Maintain alignment with the Bank's Trust Committee policies and procedures. + Performs other duties… more