- Tompkins Community Bank (Ithaca, NY)
- …of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience… more
- PNC (PA)
- …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 ... an assigned group of tax preparers from an outside accounting firm and PNC Fiduciary Advisors who...The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation… more
- Robert Half Finance & Accounting (New York, NY)
- …years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm or Bank Trust Department + Knowledge of Tax Forms 1041, 709, 706, ... to payment dates + Coordination of distributions to various trust beneficiaries + Arrange for payment of estimated taxes...returns and to resolve tax issues. Job Knowledge: + Fiduciary Income Tax + Gift Tax + Estate… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst Sr.The Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate ... accounts. This role is also responsible for updating the trust accounting platform, completing account funding requirements,...movement of assets until the account is funded. The Trust Fiduciary Analyst Sr. will also maintain… more
- Wells Fargo (Charlotte, NC)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...with confidence. WIM is also a leading provider of trust and fiduciary services, including a number… more
- PNC (Akron, OH)
- …an opportunity to contribute to the company's success. As a Trust Real Estate Advisor II within PNC's Fiduciary organization, you may be based in Cleveland, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Aston Carter (Phoenix, AZ)
- …such as CCH Axcess and Thomson Reuters. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. + ... We are seeking a skilled Tax Preparer specializing in estate and trust taxation to join our...our team. This role involves preparing federal and state fiduciary income tax returns, estate tax returns,… more
- Aston Carter (Phoenix, AZ)
- …such as CCH Axcess and Thomson Reuters. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. Additional ... New Opening for a Tax Preparer - Estate and Trust ! Job Description We...our team. This role involves preparing federal and state fiduciary income tax returns, estate tax returns,… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more
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