- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both...planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax … more
- City National Bank (Nashville, TN)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a...negotiate as necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax… more
- Wells Fargo (San Diego, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Grant Thornton (Philadelphia, PA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Truist (Atlanta, GA)
- …the following job description:** Provide administrative support to Grandbridge Real Estate Capital leadership. Perform general clerical and general office duties ... decision we make starts with this belief in better. **Touch. Technology. Trust .** Truist is combining distinctive personal service with investments in innovation to… more
- JPMorgan Chase (Dallas, TX)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will...asset management solutions. + Oversee the management of real estate assets held in trust and … more
- Wells Fargo (Winston Salem, NC)
- …at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Prepare and review estate tax returns and interpret estate planning documents + Engage ... of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty...**Desired Qualifications:** + JD preferred + 1-4 years of estate tax or fiduciary income tax… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …long-term relationships. What does a Sr. Trust Officer - Team Lead do? The Senior Trust Officer Team Lead at Canandaigua National Trust Company Florida ... (CNTF) is responsible for providing trust and estate services to customer relationships within the bank's market...ongoing cash flow requirements, and anticipates and plans for tax liabilities. + Commands an in-depth knowledge of fiduciary… more
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