Trust Clerk jobs in Trenton, NJ

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust and Estate Tax Manager
  • WithumSmith+Brown
  • Princeton, NJ FULL_TIME
  • Looking to work at a firm that encourages a work life balance and a path to Partnership? 

    WithumSmith Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.  Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

    Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. 

    As a Trust & Estate Tax Manager, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.       

    Withum’s brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.  

    How you’ll spend your time: 

    • Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
    •  Reviewing of fiduciary accountings for estates and trusts
    • Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes
    • Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
    • Identifying  additional estate and income tax planning opportunities for clients
    • Overseeing billing and collections of clients
    • Managing, coaching, and mentoring staff, seniors, and supervisors
    • Researching and drafting memorandum involving complex tax matters 
    • Identifying and implementing tax planning opportunities 
    • Overseeing complete tax research projects for a variety of clients and diverse industries 
    • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines 
    • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly 
    • Serving in professional development programs as an instructor or discussion leader 

    The kinds of people we want to talk to have many of the following: 

    • Bachelor's degree in accounting and CPA license, JD or a Masters of Science in Taxation required
    • At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
    • Excellent analytical and technical tax skills 
    • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships 
    • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment 
    • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management 
    • Excellent analytical, organizational, project management skills, and strong attention to detail 

    The compensation for this position will vary by location. If you reside in California, New York City, Washington D.C., or Washington State, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

    California and Seattle ranges are from $115,000 - 200,000 annually
    New York City ranges are from $105,000 - $160,000 annually
    Washington, D.C. ranges are from $105,000 - $170,000 annually

    Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

    #LI -MM1

  • 13 Days Ago

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Trust and Estate Tax Supervisor
  • WithumSmith+Brown
  • Princeton, NJ FULL_TIME
  • Looking to work at a firm that encourages a work life balance and a path to Partnership? Withum, is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Posit...
  • 13 Days Ago

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Attorney- Trust and Estate Litigation
  • GPac
  • Hightstown, NJ FULL_TIME
  • Salary: $85k - 140k per year Reference: CPGenAttorn(3.13)1 We are seeking a highly motivated and skilled Attorney to join our team. As an Attorney, you will have the opportunity to work on a wide rang...
  • Just Posted

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Trust / Estate / Lawyer
  • Quantum Strategies LLC
  • Levittown, PA FULL_TIME
  • DescriptionWe are seeking an Associate Attorney for our growing Trusts and Estates practice group. The successful candidate must have a minimum of 3 years of experience with estate and trust planning,...
  • 1 Month Ago

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Probate Trust Real Estate Specialist
  • Keller Williams Princeton
  • Princeton, NJ FULL_TIME
  • Are you a new or seasoned agent who wants a big opportunity in probate real estate. Probate real estate does not normally see the ups and downs like a seasonal market. You will learn how to master the...
  • 12 Days Ago

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Trust and Estate Senior Tax Associate
  • WithumSmith+Brown
  • Princeton, NJ FULL_TIME
  • Looking to work at a firm that encourages a work life balance and a path to Partnership? WithumSmith Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients...
  • 13 Days Ago

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0 Trust Clerk jobs found in Trenton, NJ area

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Office Clerk
  • U-Haul
  • Feasterville Trevose, PA
  • Location: 333 W Street Rd, Feasterville, Pennsylvania 19053 United States of America Shop Clerk Ready to rev up your car...
  • 3/19/2024 12:00:00 AM

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Dock Clerical Administrator
  • Maersk
  • Linden, NJ
  • About Us: As a company, we promote a culture of honesty and integrity, and value the trust it allows us to build with cu...
  • 3/19/2024 12:00:00 AM

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Office Clerk -Japanese/Chinese/Korean Bilingual
  • A-Staffing Inc.
  • Linden, NJ
  • About the job Office Clerk -Japanese/Chinese/Korean Bilingual We are currently seeking an Office Clerk for a major Japan...
  • 3/18/2024 12:00:00 AM

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Office Clerk
  • Active Staffing Services
  • North Brunswick, NJ
  • Job Description Job Description Position Overview: We are seeking a detail-oriented and organized individual to join our...
  • 3/17/2024 12:00:00 AM

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Administrative Assistant
  • Contemporary Staffing Solutions
  • Mount Laurel, NJ
  • Job Description Job Description We are seeking a highly organized and proactive Administrative Assistant to join our tea...
  • 3/17/2024 12:00:00 AM

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Administrative Support Assistant & Accounting Assistant w/QuickBooks
  • ATRIUM DESIGN GROUP
  • Philadelphia, PA
  • Job Description Job Description Atrium LLC is a Design Built Company with different divisions, from architectural servic...
  • 3/17/2024 12:00:00 AM

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Administrative Support Assistant/Team Coordinator
  • Technical Adventures
  • Scotch Plains, NJ
  • Job Description Job Description Technical Adventures, a premier Managed Services Provider (MSP), celebrates two decades ...
  • 3/16/2024 12:00:00 AM

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Office Clerk
  • U-Haul
  • Philadelphia, PA
  • Location: 2990 S 20th St, Philadelphia, Pennsylvania 19145 United States of America Shop Clerk Ready to rev up your care...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$39,253 to $46,859
Trenton, New Jersey area prices
were up 1.5% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020