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Extensive knowledge of personal trusts, estates, custodies, agencies, guardianship and retirement accounts, fiduciary and federal regulations. Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate.
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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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Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, estates, and high-net-worth individuals and family groups. We take pride in our culture and offer employees the support and flexibility to prosper at THE FIRM. We offer in-house leadership development programs and referral fees for business development success.
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As a Tax Senior Manager 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 and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee.
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Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations. Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations.
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Prior trusts administrative experience or legal experience in wealth management probate, trusts, estate planning, and fiduciary preferable. Processes general correspondence with clients and vendors of fiduciary group.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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Supervise other Tax staff assigned to Estate, Gift and Fiduciary client tax engagements. - Research and consult on various estates, gift, fiduciary and income tax-related issues that impact clients- Review trust documents, Last Will and Testaments, Buy Sell agreements and other estate planning documents.
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This includes liability, umbrella, employment practices/crime/fiduciary, workers compensation, cyber liability, and directors & officers. The candidate is responsible for implementing and maintaining a system of internal controls that will ensure the company assets are adequately safeguarded and that all financial reporting is prepared in compliance with Amadeus financial policies.
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Skills should include identifying and implementing tax-effective means of transferring wealth to beneficiaries, whether during life or after death, including advising on estate, gift, generation-skipping transfers and fiduciary income considerations and drafting of related documents.
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We provide financial services on a fee-only basis, acting as a fiduciary for our clients. This is what it truly means to be a fiduciary. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate.
$150,000 - $200,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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JOB DESCRIPTION Tax AccountantCompany Description:Company is an independent and specialized consultancy firm catering to the fiduciary and succession needs of HNWI, their families, and businesses.
Up to $75,000 - $95,000 a yearExpandUpdated 3 days ago - UpvoteDownvoteShare Job
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Company is an independent and specialized consultancy firm catering to the fiduciary and succession needs of HNWI, their families, and businesses. We partner with fiduciary providers, banks, law firms, family offices, and accountants to ensure that our clients receive the personalized attention they deserve.
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Serve as a fiduciary for the company including identifying and reporting to the company any material information or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
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fiduciary job in Miami, FL
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