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The Fiduciary Specialist is responsible for supporting the Trust Officers by providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels.
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Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff. Tax planning and preparation of fiduciary income tax returns.
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Conduct reviews of complex federal, state, and local tax returns for S-Corp., partnership, C-Corp., individual, and fiduciary clients. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
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Conduct extensive tax compliance, research, consulting, and planning for various areas, including individual, fiduciary, not-for-profit (private foundation), gift, and estate tax. Substantial experience in managing estate tax, gift tax, and fiduciary income tax returns.
$120,000 - $250,000 a yearPart-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Experience in individual, estate, trust and gift tax preparation, fiduciary accounting and research software required. Prepare estate and trust fiduciary accountings. Prepare individual, trust, estate, gift and foundation tax returns.
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Recruiting for this role ends on June 1, 2024What You’ll DoAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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E.g. will contests, fiduciary litigation, trust construction and interpretation, and breach of fiduciary duty. Tagged: Attorney, Irvine, Trust & Estate Mission Recruiting is representing a Newport Beach law firm in search of a skilled and enthusiastic Trusts & Estate Attorney.
Full-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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What You’ll DoAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Senior Trust Officer maintains a book of fiduciary and investment management accounts. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
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The candidate is responsible for assisting the Trust and Investment Officers with the administration of fiduciary and investment accounts for the Bank’s Wealth Management Department. Works with administrative, operations and investment personnelAssists in preparing and maintaining documentation for investment management and fiduciary accounts.
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Must be familiar with Uniform Trust Code. Must have strong understanding of fiduciary risk, estate planning principles, taxes, insurance and other financial planning and fiduciary relationship-related items Strong problem-solving skills are required.
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Responsibilities To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary regulations. Experience: Minimum of five (5) years’ experience as a Trust Investment Officer or related field normally required, with at least three (3) years’ experience in investment field.
$64,000 - $108,804 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Preparing fiduciary, estate, and gift tax returns by required deadlines. You have 3 or more years of experience in public accounting tax work including experience with gift, trust and estate tax returns.
$85,000 - $110,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration. 3-5 years of experience in the fiduciary or trust field.
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Handle risk management and resolution of legal and compliance issues by ensuring that internal compliance and proper documentation requirements are met consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines.
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