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Trust Operations Manager - Custody Accounts The candidate is a member of the Fiduciary Operations & Services leadership team and has responsibility for all custody operation aspects. Essential Duties And Responsibilities: ..
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Trust Accountant The candidate is responsible for a variety of routine trust accounting and trust operational activities, including reconciliation of customer accounts and processing activities per standard procedures required in a ..
Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..
Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..
Trust and Estates Paralegal or CPA Responsibilities: Preparation of federal and state fiduciary income tax returns. Preparation of individual income tax returns. Preparation of partnership and S-Corp returns. Preparation of estate ..
Tax Manager The candidate should have a bachelor's or master's degree. A CPA designation. Should have 5 years of professional income tax preparation experience. Experience preparing complex fiduciary and partnership income ..
Legal Assistant and Office Manager The candidate will support two attorneys and one paralegal, and will be responsible for managing file organization, client mailings and communications. Office Organization and File Management. ..
Senior Tax Accountant The candidate's duties include: Utilize CCH ProSystem FX and Thomson Reuters OneSource Trust Tax to prepare federal and state fiduciary income tax returns; Prepare tax returns for trusts ..