- Robert Half Finance & Accounting (New York, NY)
- Description International Law Firm is looking to hire a Fiduciary Tax Accountant. There is a hybrid in office work schedule, so seeking locally based candidates ... Degree in Accounting + Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm or Bank Trust Department +… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Fiduciary Tax Specialist** , you'll play a key role in ... supporting the Tax Director and team with daily tax ...operational activities. You'll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable… more
- PNC (PA)
- …obtain one of these credentials within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax ) ... **Job Description** + Coordinates with outside vendor who prepares tax returns in order to meet fiduciary ...prepares tax returns in order to meet fiduciary compliance needs. Provides information required by outside vendor… more
- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accountings and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... financial records to identify and resolve discrepancies. + Drafting Estate and Fiduciary Tax Returns + Collaboration: Work closely with internal teams, such as … more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- KeyBank (Toledo, OH)
- …**ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. + Designs and ... bank. + Identifies and resolves potential trust and estate tax - related issues. + Applies sound fiduciary ...estate tax - related issues. + Applies sound fiduciary judgment to trust matters. **Client Management** + Works… more
- KeyBank (Pepper Pike, OH)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. - Designs and ... bank. - Identifies and resolves potential trust and estate tax - related issues. - Applies sound fiduciary ...estate tax - related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works… more
- KeyBank (Palm Beach Gardens, FL)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. Designs and ... of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment...and estate tax - related issues. Applies sound fiduciary judgment to trust matters. Client Management Works with… more
- TD Bank (Manchester, NH)
- …guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains knowledge of fiduciary income ... (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned… more
- Robert Half Legal (San Francisco, CA)
- …returns and fiduciary income tax returns. * In-depth knowledge of gift tax regulations and fiduciary tax compliance. * Skilled in handling charitable ... returns. * Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws. *...ensuring compliance with fiduciary responsibilities and relevant tax laws. * Represent clients in probate and trust… more
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