- 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
- 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 (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
- 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
- Wells Fargo (Palm Beach, FL)
- …and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . + Execute on ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst Sr.The Trust Fiduciary Analyst Sr. is responsible for partnering with Comerica's Alliance and Estate ... accounts. This role is also responsible for updating the trust accounting platform, completing account funding requirements,...movement of assets until the account is funded. The Trust Fiduciary Analyst Sr. will also maintain… more
- Robert Half Legal (Brielle, NJ)
- …that values initiative, integrity, and client advocacy. Key Responsibilities: * Manage estate litigation matters, including will contests and fiduciary disputes ... range of practice areas. With a growing Trusts and Estates practice, we are seeking a talented attorney who... planning documents (wills, POAs, advance directives) * Handle estate and trust administration, including probate filings… more
- Aston Carter (Phoenix, AZ)
- …with Forms 1041, 5227, 709, and 706. + Strong knowledge of fiduciary accounting , estate and trust administration, and applicable tax laws. + Proficiency ... Description We are seeking a knowledgeable and dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax… more
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