- 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
- KeyBank (Amherst, NY)
- …pre-closing and closing functions required for credit products offered by Real Estate Capital, primarily the Community Development Lending and Investment team, or ... internal compliance applications in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Identify and resolve issues… more