Fiduciary Tax Analyst - Private Banking
NACBA
Bank of America is seeking a Tax Fiduciary specialist for Private Bank client teams to provide expert fiduciary tax guidance and help differentiate service while expanding client relationships. Responsibilities include preparing complex federal and state individual income and gift tax returns, performing tax research, and ensuring compliance with bank standards and fiduciary reporting requirements. #J-18808-Ljbffr NACBA
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Fiduciary Tax Analyst - Private Banking in Brooklyn, NY vacancy
- ...alternatives. You must be familiar with retirement plan investment fiduciary activities and be able to support our Financial Advisors’... ...industry experience, preferably within wealth management, private banking, or brokerage firmsSpecific knowledge of investment products...PrivateRemote work
- Join JPMorganChase's Private Bank/Wealth Management Solutions Internal Audit team, where you'll play a crucial role in enhancing governance... ...to wealth management, investment advisor, broker-dealer and fiduciary activities. Experience with using data analytics and large...PrivateVisa sponsorship
$69.7k - $114.8k
...our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...finance transformation engagements, helping clients enhance their tax and operational processes. Support the implementation,...SuggestedWork experience placementSummer holidayFlexible hours- ...TriState Capital Bank in Pittsburgh, PA, is seeking a Client Services Representative to support servicing within the Private Bank Service Team. You will interact with clients and other banking professionals to provide tailored solutions throughout each Private Banking...PrivateBank staff
- NBH Bank is seeking a Premier & Private Bank Relationship Manager to serve as the main contact for a select group of affluent clients. You will drive deposit portfolio growth and maintain strong relationships between the bank and Premier & Private Bank clients. The role...PrivateWeekend workAfternoon shift
$76k - $125.3k
...our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...complex challenges, then come join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a team of professionals providing...Summer holidayFlexible hours$190k - $217.5k
...comprehensive legal services to support the finance-related needs of our private and public sector clients nationwide. We serve as counsel to... ...with a broad range of financial concepts; prior work in banking or consumer finance is advantageous. Those who thrive here will...PrivateWork at officeLocal areaFlexible hours2 days per week3 days per week$90k - $120k
...stress testing across portfolios, incorporating both public and private market exposures.• Support the selection, implementation, setup,... ...leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management...PrivateFull timeFlexible hours- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...PrivateWork at office
- ...business group in the Corporate & Investment Bank and is one of the largest fund and... ...technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS... ...the year-end process with audit and tax teams. You will also assist in managing client...PrivateWork at office
- ...Solutions (“Solutions”) serves the entire wealth spectrum, from affluent clients in Chase branches to deca-billionaires in our ~50 Private Bank offices globally. Our extensive product platform spans investments, lending, banking, mortgages, trusts & estates, insurance,...PrivateWork at office
- ...713 NW Bancshares HQ Job Description The Private Banker is responsible for the overall affluent... ...deliver the full spectrum of Northwest Bank products and services with respect to... ...Investments, IRA’s and Estates Knowledge of Fiduciary, ERISA and brokerage account types...PrivateWork experience placementWork at office
$100.35k - $205k
...Are you a strategic and creative federal tax professional who likes solving complex federal... ...to large global and dynamic midsize banking and securities clients? If you answered “... ...tax services is relevant for public and private companies and range from tax planning to...PrivateWork at office$180.43k - $200.48k
...senior leadership over the College’s treasury, cash management, banking, debt service, investment administration, billing and receipts,... ...’s internal controls. Supports oversight of restricted, fiduciary, trust, agency, or similar funds, including related accounting,...Full timeTemporary workWork at officeFlexible hours1 day per week- ...Multinational banking and financial services firm with divisions supporting Global Transaction Banking, International Retail Banking, Financial services, Corporate and Investment Banking, Private Banking, Asset Management and Securities Services. Job Description Monthly...PrivateWork at office
- ...significant accounting coursework. Experience Required Two to five years of accounting experience in not-for-profit or private industry. Account and bank reconciliation experience required. Experience in higher education or not-for-profits is preferred but not required...PrivateWork at office
- ...practices. Your passion and experience in one or more technology domains will help solve complex business problems to serve our Private Bank clients. As a constant learner and early adopter, you’re already embracing leading-edge technologies and methodologies; your example...Private
- Texas Capital Bank seeks an experienced fiduciary services professional to manage administration for assigned accounts, coordinating with beneficiaries... ...and Texas Capital policies. Collaboration with Private Bank partners will expand fiduciary relationships and service...Private
$89.16k - $133.8k
...advanced accounting, financial, regulatory and tax analyses, projections and recommendations... ...generation of his family to lead the Bank, growing from its small Spokane headquarters... ..., continuing to grow our commercial, private banking, wealth management, small business...PrivateLocal area$125k - $145k
...Flora Hewlett Foundation is a nonpartisan, private charitable foundation that advances ideas... ...Maintains in‑depth knowledge of online banking platforms for independent research and exception... ...discrepancies Supports the Foundation's tax and information reporting, including...PrivateWork at office- ...streams—ensuring that federal, state, and private resources are seamlessly integrated and... ...platforms, including time reporting, payroll, banking, and accounting systems, utilizing... ...adherence to internal controls. Complete local tax documents. Manage year-end closing,...PrivateContract workLocal areaAfternoon shift
$93.2k - $128.08k
...accounting of all investment asset classes (including public and private fixed income securities, commercial mortgage loans, private... ...external investment management to coordinate trade processing banking contacts. Coordinate external management reporting. Assist in the...PrivateRemote workRelocation package- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...PrivateWork at office
- ...conflict at the centre of correspondent banking is not technological. It is economic. Banks... ...point of contact for external auditors, tax advisors, and regulators and examiners as... ...as‑is Benefits Flexible vacation policy Private Healthcare Employee stock ownership (ESOP...PrivateWork at officeLocal areaFlexible hours
- ...government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a...Visa sponsorship
- ...including requirements or standards related to Basel III / Basel IV, CPMI-IOSCO, and other applicable financial market infrastructure or banking-related capital frameworks.Partner with FP&A, Financial Reporting & Accounting, Treasury, Risk, Legal, Product Management, and...Remote workFlexible hours
- ...Make banking a Fifth Third better® We connect great people to great... ...Advisor will provide expertise and fiduciary thought leadership, delivering... ...partners closely with the Private Bank team to support regional... ...resources, as needed-- including the tax liaison team, operational...PrivateBank staffWork at office
$135.6k - $300k
...Job Overview At Bank of America, we are guided by a common purpose to... ...most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and... ...technical knowledge of investments, tax, legal and operations necessary to...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift- Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening governance and driving operational... ...to wealth management, investment advisor, broker-dealer and fiduciary activities. Experience with using data analytics and large...PrivateVisa sponsorship
$105k - $175k
...Job Description: At Bank of America, we are guided by a common purpose... ...most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial products and... ...technical knowledge of investments, tax, legal and operations necessary to...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fiduciary Tax Analyst - Private Banking. Be the first to apply!

