- 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
- Wells Fargo (Winston Salem, NC)
- …a strong understanding of fiduciary concepts and principles, including trust accounting , discretionary distribution standards and prudent investing. + Build ... a book of philanthropic fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client… more
- Wells Fargo (Minneapolis, MN)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… 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)
- …participate in moderately complex lifecycle initiatives and support tasks related to fiduciary , charitable, estate , gift, and inheritance tax requirements and ... process improvement and risk control development + Collaborate and facilitate coordination with trust and estate administrative officers, mid-level trust and… 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
- 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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