- Robert Half Legal (King Of Prussia, PA)
- …Estates management * Competence in handling Trust tax matters * Specialization in Tax - Fiduciary - Trust & Estate matters * Experience in Estate ... Description We are looking for an experienced Trust and Estate / Estate...fiduciary duties. Responsibilities: * Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and … more
- NBT Bank (Manchester, NH)
- …and financial experience. + Minimum 8 years' experience in trust administration, estate planning or related fiduciary role. + Proven track record in business ... ERISA plans and Investment Management accounts. Position will provide trust administration and fiduciary services for higher...as Cannon Trust or New York Bankers Trust Schools to include coursework in estate … more
- Robert Half Finance & Accounting (Bloomington, MN)
- …creating schedules. Requirements * Must possess a clear understanding of Trust tax, Estate Tax, Gift tax, and Fiduciary Income Tax Return * Experienced in ... fx for effective tax planning * Knowledge and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in Fiduciary Tax is essential * Must be… more
- PNC (Pittsburgh, PA)
- …experience a plus - Preferred CPM, CCIM, CTFA, Trust School, Real Estate License, knowledge of fiduciary practices **Job Description** + Acts as subject ... retain or sell assets. Oversees annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Robert Half Legal (San Jose, CA)
- …and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust , and estate matters. * Ability to prepare and review ... this role, you will focus on providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax matters. You will… more
- Wells Fargo (San Francisco, CA)
- …It all begins with you. About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within ... with confidence. WIM is also a leading provider of trust and fiduciary services, including a number...meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management… more
- Wells Fargo (Las Vegas, NV)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and… more
- PNC (WV)
- …date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team ( estate settlement). You will work ... tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the...The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation… more
- Wells Fargo (Minneapolis, MN)
- … accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Wells Fargo (Minneapolis, MN)
- … professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
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