Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager...+ years of experience in estate and trust tax planning and compliance. In-depth knowledge of private foundations, family...
An established firm in New Haven County is bringing on a Senior Attorney experienced in Trust, Estate and Probate... to ensure compliance with state laws. Advise clients on tax implications, asset protection strategies, and wealth transfer...
Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager...+ years of experience in estate and trust tax planning and compliance. In-depth knowledge of private foundations, family...
Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager...+ years of experience in estate and trust tax planning and compliance. In-depth knowledge of private foundations, family...
Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager...+ years of experience in estate and trust tax planning and compliance. In-depth knowledge of private foundations, family...
Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager...+ years of experience in estate and trust tax planning and compliance. In-depth knowledge of private foundations, family...
An established firm in New Haven County is bringing on a Senior Attorney experienced in Trust, Estate and Probate... to ensure compliance with state laws. Advise clients on tax implications, asset protection strategies, and wealth transfer...
in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust... a Senior Trust Officer to join our office of 60 investment and trust professionals. This position is eligible for a hybrid work...
Job Description: The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust..., related trust income and estate tax principles and how to integrate these concepts into fiduciary investing. Handle intricate...
Job Description: Senior Wealth Management Trust Officer Overview Central Trust Company provides world-class “fee... trusts, in accordance with trust documents, applicable law, and Company policies and procedures. In addition the Senior...
and help transform the lives of others. Join us as a Senior Trust Officer Brown Brothers Harriman is currently... looking for a Senior Trust Officer to join our National Trust Company in our New York headquarters. The New York Office consists of a team...
Job Description: Senior Wealth Management Trust Officer Overview Central Trust Company provides comprehensive “fee... trusts, in accordance with trust documents, applicable law, and Company policies and procedures. In addition the Senior...
planning and administration. Must have experience in estate and gift tax complex planning (including GRATS, CRUTS, SLATS, IDGTs..., QPRTs, FLPs, and ILITs); experience with tax preparation (gift, estate, income, corporate, charitable, decanting, severance...
Job Description: Senior Wealth Management Trust Officer Overview Central Trust Company provides world-class “fee... trusts, in accordance with trust documents, applicable law, and Company policies and procedures. In addition the Senior...
and trusts Prepare and file estate and gift tax returns, as well as tax-exemption applications Counsel clients on trust... structures and private client tax matters Provide litigation support in estate and trust-related disputes Collaborate...
advisors and tax and legal professionals Ability to use trust accounting system, Microsoft products and other automation tools...Recruiter Krista Calabrese Opportunity Overview Team Overview: Do you have a strong background in trust...
taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust...'s degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional...
years of experience in estate and trust tax planning and compliance. - Comprehensive knowledge of private foundations... of estate and trust tax returns, ensuring they meet current laws and regulations. - Keep updated on tax code changes...
Overview: Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact... with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues...
Overview: Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact... with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues...