Employee Trust Administrator jobs in Middlesex, NJ

Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Tax Supervisor - Trust & Estate
  • PKF O'Connor Davies
  • Cranford, NJ OTHER
  • Overview

    We are currently seeking a Tax Supervisor to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. 

    Essential Duties

    • Provide fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services
    • Review individual, fiduciary, estate and gift tax returns
    • Review estate and trust fiduciary accountings
    • Handle Federal and State tax notices and audits
    • Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
    • Supervise all aspects of client accounts and foster client relationships
    • Review and analyze estate planning related legal documents
    • Supervise other members of the group including monitoring their workload and training and assisting them

    Qualifications

    • BA/BS degree in Accounting required; MST preferred
    • 5 years’ experience working with trust, estate and gift matters
    • CPA certification preferred or demonstrated progress towards obtaining CPA certification, including required 150-credit coursework
    • Public accounting firm experience required
    • Extensive experience in Tax Advisory and Estate/Trust planning and compliance
    • Ability to establish and maintain good client relationships
    • Excellent verbal and written communication skills
    • Proficiency in Microsoft Office applications required
    • Experience with reviewing fiduciary, gift and estate tax returns
    • Preferred experience with Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA
    • Experience with research software and memo writing required
    • Must be able to work additional hours, during busy season, as needed to meet client deliverables
    • Travel to clients may be required

    #LI-KE1

    #KE-Hybrid

  • 10 Days Ago

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Tax Supervisor - Trust & Estate
  • PKFOD
  • Cranford, NJ FULL_TIME
  • OFFICE LOCATION: Any PKFOD office location. We are currently seeking a Tax Supervisor to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Essenti...
  • 11 Days Ago

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Tax Director - Trust & Estate
  • PKFOD
  • Cranford, NJ FULL_TIME
  • We are currently seeking a Tax Director to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Essential Duties: Provide high level fiduciary, perso...
  • 13 Days Ago

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Tax Partner - Trust & Estate
  • PKFOD
  • Cranford, NJ FULL_TIME
  • The Tax Partner is responsible for managing clients in the Trust & Estate practice. This individual will manage client relationships to exceed client satisfaction while maintaining quality standards o...
  • 1 Month Ago

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Administrator
  • American Medical Associates
  • Neptune, NJ FULL_TIME
  • Administrator - SNF Located in Ocean Grove, NJ *Salary Up To $140K per year (depending on experience)* Requirements: · Must have prior experience as an Administrator · Must have Administrator License ...
  • 12 Days Ago

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Administrator
  • American Medical Associates
  • Shrewsbury, NJ FULL_TIME
  • Licensed Nursing Home Administrator - Located in Shrewsbury, NJ - SNF/LTC Salary Range: $160K; based on experience Qualifications of the Administrator - Nursing Home: Must have New Jersey Administrato...
  • 2 Days Ago

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0 Employee Trust Administrator jobs found in Middlesex, NJ area

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Wealth Planner
  • Brown Brothers Harriman & Co.
  • New York, NY
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you thi...
  • 3/19/2024 12:00:00 AM

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2024 Graduate Intern- Financial Communications - New York
  • FTI Consulting, Inc.
  • New York, NY
  • Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting e...
  • 3/19/2024 12:00:00 AM

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Private Client Financial Advisor - Robbinsville, NJ
  • Citizens
  • Trenton, NJ
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 3/19/2024 12:00:00 AM

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Lead Finance Officer (LFO) - Director - Commercial Banking Division
  • Citigroup, Inc.
  • New York, NY
  • Commercial Bank Lead Finance Officer The Commercial Banking Lead Finance Officer (LFO) role will support the Citi Commer...
  • 3/19/2024 12:00:00 AM

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Private Client Financial Advisor - Lower Manhattan, NYC
  • Citizens
  • New York, NY
  • Description Citizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on gr...
  • 3/19/2024 12:00:00 AM

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Private Client Financial Advisor - Richboro, PA
  • Citizens
  • Richboro, PA
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 3/19/2024 12:00:00 AM

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Private Client Financial Advisor - Midtown Manhattan, NY
  • Citizens
  • New York, NY
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 3/19/2024 12:00:00 AM

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2. Engagement Director-Banking and Financial Services Go-to-Mark
  • Tephra
  • New York, NY
  • Description: Position Description - Banking and Financial Services Go-to-Market, C4/C5 Payments A professional in the CL...
  • 3/16/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$82,688 to $118,518
Middlesex, New Jersey area prices
were up 1.5% from a year ago

Employee Trust Administrator in Moline, IL
An employee trust administrator is responsible for maintaining the records of the trust account for each eligible employee.
December 17, 2019
Employee Trust Administrator in Brockton, MA
The employee trust administrator is an employee benefits specialist and a member of the human resources team.
December 13, 2019
Employee Trust Administrator in Jamestown, NY
Based on our compensation data, the estimated salary potential for Employee Trust Administrator will increase 16 % over 5 years.
November 27, 2019