- 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 Legal (Chicago, IL)
- …administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + ... with an international, AM100 law firm that's hiring a Trust & Estates Paralegal with at least...estates + Handle the collection and distribution of estate or decedent's assets + Establish and manage … more
- JPMorgan Chase (Columbus, OH)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... **About Us:** The Global Trusts & Estates Practice is a cornerstone of the services...managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the… 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
- JPMorgan Chase (New York, NY)
- …JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the...JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting , tax and investments concepts… 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 Finance & Accounting (Worcester, MA)
- …experience in public accounting or trust tax work. * Expertise in fiduciary accounting and thorough knowledge of fiduciary tax law and concepts. * ... meticulous individual with strong leadership and technical expertise in fiduciary accounting and tax law. The successful... trust administrators. * Offer strategic advice on trust and estate planning, wealth transfer, and… 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 (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
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior ... to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account...+ High School/GED + 2 years of experience in Trust & Estate + 2 years of… more
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