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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. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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What You’ll DoAs a Tax 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.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Experience in individual, estate, trust and gift tax preparation, fiduciary accounting and research software required. We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services.
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Preparing federal and state fiduciary income tax returns; The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Fiduciary Tax Compliance: Prepare, review, and file accurate and timely tax returns for trusts, estates, and similar entities, adhering to federal, state, and local regulations. Senior Tax Associate - Fiduciary Tax - HYBRID Boston Permanent $120,000 - $130,000 per year.
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Review complex gift, estate and fiduciary income tax returns; Tax Senior or Tax Manager - Trusts & Estates Job Description. Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth clients.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Experience with fiduciary and estate tax returns preferred. Prepare complex tax returns for individual clients with high net worth. Our client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team.
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Coordinates with an assigned tax accountant and provides the necessary documentation and information for the accountants preparation of final individual and fiduciary income tax returns.
Full-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy. Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddy.
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Builds and maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Various duties may include drafting correspondence, preparation of probate petitions and accounts, conducting legal research, organizing, and maintaining client files, preparation of individual and fiduciary income tax returns, gift and estate tax returns, obtaining legal records and coordinating legal filings with federal, state and local agencies, and communicating with clients.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities. Own the administrative process, including maintaining Funds Transfer Agreements, new account openings, managing client tax payments and IRA contributions.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Generate client statements, tax reports and ad hoc reports. Cash transaction processing (checks, ACH, wires, journal transfers). Strong interpersonal, verbal and written communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues.
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Preparing individual, business and fiduciary tax returns. The position requires high-energy, experienced tax professionals with strong interpersonal and organizational skills. Preparing individual, business and fiduciary tax returns.
TemporaryExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Working with the tax vendor, or with attorneys and accountants, to ensure that fiduciary income tax and estate tax returns are prepared and filed in a timely and accurate manner.
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fiduciary tax jobs in Boston, MA
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