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This role is located in Philadelphia, PA.In this role, you’ll make an impact in the following ways: Leads a group of team members which may include Wealth and Fiduciary Managers at various levels of experience.
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Description: Guy Carpenter is seeking a Fiduciary Analyst for a 9 month temporary position in our Philadelphia, PA or Hartford, CT office. Fiduciary responsibilities arising from Pro rata, FAC, and XOL billingsPosition reports to NA Fiduciary ManagerOn day-to-day issues will partner with Client and Market team colleaguesWill confer with Team Managers on multi team issues and projectsWhat is in it for you.
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The Fiduciary Business Support Manager I will assist in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities associated with various fiduciary committees associated with CFG’s Delaware limited purpose trust company as well as those of the Bank consistent with expectations of the Bank’s trust powers.
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Review and manage tax returns, extensions, tax planning calculations, for fiduciary returns. CPA, LLM (Master of Laws) or Juris Doctorate required. We're a top CPA firm providing Tax and Advisory services to business and high net worth individuals.
$230,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Guy Carpenter is seeking a Fiduciary Analyst for a 9 month temporary position in our Philadelphia, PA or Hartford, CT office. Assist in driving efficiencies in fiduciary workflow processes.
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Knowledge of and interest in taxation, trusts and estates, wealth planning and fiduciary income taxation. Thorough knowledge of fiduciary and/or income tax law and concepts required to prepare US federal and state tax information statements and tax returns.
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Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Selling.
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Leads a group of team members which may include Wealth and Fiduciary Managers at various levels of experience. As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs.
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The primary function of the Client Service Associate in Fiduciary Tax is to manage an organized filing process for trust tax returns, maintain department records and take responsibility for timely tax payments.
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