- 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, ... Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts, ensuring...ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience… more
- Robert Half Finance & Accounting (Syracuse, NY)
- … estates . This role involves direct client interaction, document preparation, and estate / trust accounting . In addition to their many other company ... fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys...and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative… more
- Robert Half Legal (Garden City, NY)
- Description We are looking for an experienced *NY Barred* Trusts & Estates Attorney with a strong background in estate planning and administration to join our ... drafting complex documents, conducting research, and advising clients on trust and estate issues. If you have...briefs, and other legal documents. * Strong knowledge of estate planning, estate administration, and fiduciary… more
- KeyBank (Albany, NY)
- …the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... other partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound … more