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Senior Trust Officer The candidate coordinates ... intermediaries. Communicate complex trust and estate concepts to colleagues, co-trustees and ... sophisticated relationships. Communicate and recommend tax planning opportunities to create estate..
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... existing book of trust and estate accounts: types of accounts include ... various types of charitable trusts, estate accounts, and agency accounts, both ... equities, hedge funds and real..
... under the supervision of a Senior Trust Officer, the Trust Administrator ... Trust Administrator manages trust and estate accounts in accordance with the ... Trust Manager. Work with the..
Estate Tax Legal Specialist, GS 11-12 Duties: ... conducts independent field examinations of estate and gift tax returns involving legal, financial, investigative ... variety and complexity. The potential tax liability..
... existing book of trust and estate accounts such as revocable and ... various types of charitable trusts, estate accounts, and agency accounts, both ... equities, hedge funds and real..