Trust Officer jobs in Middlesex, NJ

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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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Senior Tax Associate - Trust & Estate
  • PKF O'Connor Davies
  • Cranford, NJ OTHER
  • Overview We are currently seeking a Senior Tax Associate to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Essential Duties Provide fiduciary, ...
  • 13 Days Ago

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Senior Tax Associate - Trust & Estate
  • PKFOD
  • Cranford, NJ FULL_TIME
  • We are currently seeking a Senior Tax Associate to join our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Essential Duties: Provide fiduciary, personal...
  • 1 Month Ago

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0 Trust Officer jobs found in Middlesex, NJ area

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Solution Delivery Manager
  • Applause
  • New York, NY
  • Solution Delivery Manager * US-NY-New York * Professional Services * Full Time * 565930 **Solution Delivery Manager (Loo...
  • 3/17/2024 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

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Senior Vice President, Reputation and Crisis Management
  • Interdependence
  • New York, NY
  • Who we are Interdependence is the most effective, innovative and optimized public relations, communication and integrate...
  • 3/16/2024 12:00:00 AM

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Client Success Relationship Manager
  • SS&C Technologies
  • New York, NY
  • SS&C is a global provider of investment and financial services and software for the financial services and healthcare in...
  • 3/16/2024 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...
  • 3/14/2024 12:00:00 AM

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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...
  • 3/14/2024 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...
  • 3/14/2024 12:00:00 AM

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Insurance Sales and Service
  • Calogero Tony Cigna LLC
  • Lodi, NJ
  • Job Description Job Description Start a career in an Allstate agency to serve our growing Hispanic customer base. Are yo...
  • 3/14/2024 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 Trust Officer jobs
$85,698 to $122,032
Middlesex, New Jersey area prices
were up 1.5% from a year ago