Fiduciary Jobs in Morrisville (NC)
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Search Results - Fiduciary Jobs in Morrisville (NC)
First Citizens Bank-Morrisville (NC)
Overview:
This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice...
Lexitas Legal Talent Outsourcing-Raleigh, 11 mi from Morrisville (NC)
are flexible. Rate is $40/hr.
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics, with a focus on probate, fiduciary litigation, guardianships and other contested T&E matters...
mindmatch.ai -
First Citizens Bank-Morrisville (NC)
Overview:
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify...
CyberCoders-Raleigh, 11 mi from Morrisville (NC)
Job Title: Trust/Estate Tax Manager
Location: Remote flexible for candidates on EST/CST
Salary Range: $125k-160k + Strong OT Bonus Structure
Requirements: Active CPA or EA or J.D. and must be a Tax Manager with strong Fiduciary Tax Exp. (Trusts...
mindmatch.ai -
First Citizens Bank-Morrisville (NC)
Overview:
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
This position applies governance and fiduciary knowledge and oversight of the Bank's trust department...
CyberCoders-Raleigh, 11 mi from Morrisville (NC)
capacity overseeing lower level associates
• Demonstrated experience related to simple and complex return prep & review
• Exposure to HNWI, Fiduciary, and Business returns (predominately S-Corp)
• Bachelors Degree in Accounting or related field
• Active CPA...
mindmatch.ai -
First Citizens Bank-Morrisville (NC)
Overview:
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office
This position is responsible for analysis and reporting to aid compliance efforts for the Bank. Investigates...
CyberCoders-Raleigh, 11 mi from Morrisville (NC)
Partnerships, Individual, Fiduciary, and/or Multi-state Tax)
Strongly Preferred
• CPA License (Will also consider CPA Candidates with at least 1 exam passed)
• Masters in Taxation or Accounting
Benefits
Benefits of Working with a Top 50 CPA Firm...
mindmatch.ai -
First Citizens Bank-Morrisville (NC)
and personal fiduciary/trust, private banking or other regulated business is a plus.
Responsibilities will include, but may not be limited to:
• Provide legal advice on specialized deposit and credit vehicles for both consumer and commercial clients...
RSM US LLP-Raleigh, 11 mi from Morrisville (NC)
as Individual and Fiduciary Taxation. This includes the planning and execution of client tax engagements
• Collaborate with RSM specialists regarding Estate and Gift Planning, State and Local Taxation, and International Taxation
• May have people leadership...
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