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Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. Proficient with software applications, including Microsoft Word, Excel, company specific systems and fiduciary trust software. Tax Manager – Financial Services Office – Fiduciary/Trust &

You should have 6-8+ years of Law Firm or CPA firm experience with a strong emphasis in Fiduciary tax. Major Law Firm in Manhattan ( Top 20 International Law Firm) is looking for a tax specialist in the Fiduciary Tax area. Prepare and file Federal and State fiduciary income tax returns;.

Provides day to day technical support team members responsible for fiduciary account management.

The Fiduciary Accountant/Paralegal will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. Preparation of probate/fiduciary accountings. Preparation of federal and state fiduciary inc...

Resolve valuation methodologies and models to derive and support pricing estimates and lead team to meet wealth client management deliverables while leveraging solid understanding of banking regulations, fiduciary standards and Wells Fargo investment policy. Fiduciary Specialty Asset Products exp...

Thorough understanding of fiduciary tax law and concepts required to prepare fiduciary/court accountings. Tax Manager - Financial Services Office - Fiduciary/Trust & Estate Tax Administration Services ("FTEAS"): This position could be located in NY, NJ, CT, MA, TN, CA, IL. FTEAS provides fiduciar...

SENIOR FIDUCIARY BUSINESS CONTROL MANAGER. The role will be responsible for the review and implementation of Policies and procedures related to fiduciary governance and will partner with the Controls Leadership team to ensure strong controls environment to support requirements of 12 CFR 9. Contri...

Support preparatory sessions with the Fiduciary Risk Lead. Knowledge of investing approaches with a focus on Suitability, Counterparty, and Fiduciary Risk. Collaborate with key control functions to provide valuable assessments and feedback on suitability and fiduciary issues.

Prepare fiduciary income tax returns and maintain accounts and records for various estates and trusts. Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm, or Bank Trust Department.

Applies principles of fiduciary accounting to analyze financial information and prepare income, estate. Prepares and files Federal and state fiduciary income tax returns.