- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... the gross estate of the decedent for estate tax purposes. JP Morgan Chase &...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more
- CIBC (New Brunswick, NJ)
- …Primary accountability for the timely, accurate, and professional administration of complex estate , trust and power of attorney accounts. You will identify ... ensure consistency with account objectives, documents and legislation. + ** Trust & Estate Acumen -** Ensure the...the unique needs of clients and the characteristics of Estates and Trust .Establish effective tracking, monitoring and… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...Frequent communication with clients via email and phone. + Partner with the Estate Officer to retain… more
- Bankers Trust (Des Moines, IA)
- …as needed. . Partner with key business partners to assist in estate and trust administration, as needed, with attorney communications, analysis and review, ... a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some...& Abilities: . Extensive knowledge of investment management; and, tax , estate planning concepts /techniques . Thorough… more
- Citizens (Medford, MA)
- …introduce trust clients and beneficiaries to CPW's comprehensive suite of trust , investment, financial planning, insurance, and tax services. These duties ... include ensuring compliant trust private foundation administration; tax and states attorneys general filings and management, responding...interact with clients and their external advisors to implement estate plans at CPW. + Partner with… more
- Cherry Bekaert (Bethesda, MD)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... practice. In this role, you will be responsible for tax research, reviewing individual, trust , and partnership... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Austin, TX)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning; estate tax compliance and planning… more
- Cherry Bekaert (Orland Park, IL)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …opportunity for career and compensation advancement. The firm focuses on complex individual, trust , estate , and business tax work. Familiarity with ... is preferred but not required. Responsibilities will include reviewing and preparing complex trust , estate , individual, and business tax returns as well as … more
- Citigroup (New York, NY)
- …and proven technical proficiency in legal, investment, and tax issues relative to trust and / or estate management and administration + Strong team player ... and continued growth of their trust assets to achieve the client's specific trust and estate planning objectives. **Job Requirements** + Manage a book of … more
- Cherry Bekaert (Cincinnati, OH)
- …are provided in a timely manner to avoid surprises. + Provide the engagement partner responsible for the tax work with timely status updates and communicate ... businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic...and involve the partner in the resolution of client service, … more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... Tax Manager - High Net Worth Individuals & Family...career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll… more
- M&T Bank (Syracuse, NY)
- …as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- M&T Bank (Buffalo, NY)
- …as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create ... and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. +… more
- Raymond James Financial, Inc. (Columbus, GA)
- …as may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate … more
- JPMorgan Chase (San Francisco, CA)
- …Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated ... Advice is a group of experts in trusts & estates , tax planning, financial planning and planning...Ability to drive business results with broad background in trust and estate planning issues + A… more
- Raymond James Financial, Inc. (New York, NY)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Citizens (San Francisco, CA)
- … and trust planning strategies to include state fiduciary law and practices, related trust income and estate tax principles and how to integrate these ... responsible for advising high net worth clients on their trust and estate administration needs and administering...work with clients and their external advisors to implement estate plans to achieve clients' goals. + Partner… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust ...be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …as may be allowed by the Policies and Procedures. * Proactively applies potential estate , gift, GSTT and income tax rules, changes and consequences applicable to ... and support. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate ...and Accounting. * Concepts, practices, and procedures of income tax . * Concepts, principles and practices of Fiduciary laws… more