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Reviewing complex tax returns including federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations. Experience with complex returns requiring 20-40 K-1 schedules.
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Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files; Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate; Performs other job related duties as assigned.
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Communication with clients, probate clerks and other professionals, drafting of initial estate administration documents, assist with asset valuations, transfers and redemptions, collection of cash accounts, marshalling of assets, assistance with preparation of estate tax returns, drafting of distribution documents, and overall general assistance to trust and estate attorneys and paralegals in all other basis aspects of estate and trust administration.
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If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area. If you receive an internship, it may be at BNY Mellon, Fidelity, or Bank of America, among many other leading organizations in the New York | New Jersey area.
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POSITION OVERVIEW:As a Portfolio Manager III at Provident Bank, your primary responsibilities include all aspects of portfolio management as relates to assigned portfolio loans together with the cross selling of Bank products and services.
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Provides Blood Bank coverage as required. Notifies Lab Supervisor or Lab Manager immediately of instrumentation problems. according to the critical report policy, and documents calls into laboratory information system.
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Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
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Some historic points of interest are the First Dutch Reformed Church building which was built in 1696, the city's Main Street where one of the first Woolworth buildings exist, as well as the headquarters of United Jersey Bank.
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Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) Extensive communication with clients, financial planners and accountants Preparation of federal and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc.
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What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
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This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
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A Head Cashier will position Cashiers and support them by expediting price checks, approving Point of Sale transactions and markdowns for mainline registers, Self-Checkout, Returns, Pro Desk, Special Services, and Tool Rental.
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Assists manager or assistant store manager in reviewing order exceptions on order release day and assists in reverse logistics (e.g., 1506, returns, empty package). Completes product returns, order voids, customer refunds, cash drops to the safe, and provides change as requested to cash registers.
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As a Merchandiser, you can service various products, conduct resets, product cut-ins, returns, POP placement and other general merchandising activities. repeatedlyAble to bend, stoop and stand for extended periodsInternet access with an active email addressAndroid or iOS smart phone and/or tablet for wireless reportingReport client work completions on the same day as serviceReliable transportation, some travel involvedSFS, Inc. is a leading supplier of field services to Fortune 1000 manufacturers and retailers in the.
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Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, and each of its respective affiliates. Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism.
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