- 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
- JPMorgan Chase (Dallas, TX)
- …Retention skills + Strong computer skills including proficiency with trust accounting system + Experience with JPMorgan fiduciary platform a plus ... with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust...+ A minimum of 3-5 years' experience in the trust and estates industry + Experience in… more
- Wells Fargo (Austin, TX)
- …law + Demonstrate proficient understanding of fiduciary concepts and principles, including trust accounting and elements of a trust + Execute on ... Money Movement Systems), Client Link + Knowledge and understanding of estate , trust , or fiduciary administration + Knowledge and understanding of account… more
- Wells Fargo (San Francisco, CA)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Develop and ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part… more
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities:** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... including but not limited to estate and gift tax, generation-skipping transfer tax, ...of relevant tax experience at a Big 4 public accounting firm, law firm, or corporate fiduciary … 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
- 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
- JPMorgan Chase (Chicago, IL)
- …fiduciary tax filings. **Job responsibilities** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... including but not limited to estate and gift tax, generation-skipping transfer tax, ...7 years of relevant tax experience at a corporate fiduciary , Big 4 public accounting firm, or… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …group. The ideal candidate will have relevant experience with the preparation of complex estate , gift, and fiduciary tax returns, as well as aspects of probate ... estate and trust administration, including ...prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary… more
- Wells Fargo (Winston Salem, NC)
- …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