Trust Operations Officer jobs in Middlesex, NJ

Trust Operations Officer directs the work of Trust Operations team in large and complex trust operations. Ensures that transactions are balanced and documented according to policies and procedures. Being a Trust Operations Officer oversees the input and maintenance of data in accounting systems and report generation. Coordinates the processing of dividends and disbursements. Additionally, Trust Operations Officer may require a bachelor's degree. Typically reports to a manager. The Trust Operations Officer manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Trust Operations Officer typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (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

  • 20 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...
  • 21 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...
  • 23 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, ...
  • 23 Days Ago

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

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0 Trust Operations Officer jobs found in Middlesex, NJ area

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Operations Administrator
  • CRSG Construction & Realty Services Group
  • New York, NY
  • Job Description Job Description Position Overview: The Operations Manager is responsible for overseeing and optimizing v...
  • 3/29/2024 12:00:00 AM

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Operations Administrator
  • Equinox
  • New York, NY
  • Company Description OUR STORY Equinox Group is a high growth collective of the world's most influential, experiential, a...
  • 3/28/2024 12:00:00 AM

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Operations Administrative Nurse Manager
  • TAL Healthcare
  • New York, NY
  • Job Description Job Description Clinial Operations, Administrative Nurse Manager: The Administrative Nurse Manager actua...
  • 3/28/2024 12:00:00 AM

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Operations Administrator
  • Emigrant Bank
  • New York, NY
  • Position: Operations Administrator Department: American Skin Association Reports To: Executive Vice President Employment...
  • 3/26/2024 12:00:00 AM

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Assistant Education Director and Operations Administrator
  • Congregation Shomrei Emunah
  • Montclair, NJ
  • Job Description Job Description This position is an integral part of the life of the Synagogue, supporting the Office of...
  • 3/26/2024 12:00:00 AM

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Operations Administrator
  • Construction Realty Safety Group (CR Safety)
  • New York, NY
  • Position Overview: The Operations Manager is responsible for overseeing and optimizing various operational activities wi...
  • 3/25/2024 12:00:00 AM

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Executive Assistant/Business Operations Administrator
  • Beacon Hill
  • New York, NY
  • To Apply for this Job Click Here Our client, a venture capital firm, is seeking an Executive Assistant/Business Operatio...
  • 3/25/2024 12:00:00 AM

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Operations Officer
  • ApTask
  • New York, NY
  • About Client: The client is a well-established and globally recognized outsourcing and technology services specialist. I...
  • 3/25/2024 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 Operations Officer jobs
$83,349 to $120,514
Middlesex, New Jersey area prices
were up 1.5% from a year ago

Trust Operations Officer in Atlantic City, NJ
Gold Trust Capital located at Nungua, Accra is seeking to recruit Assistant operations officer. JobSearchGh is creating transparency between you and the employers.
November 27, 2019
Trust Operations Officer in Green Bay, WI
Supervise an internal operations staff, including staffing, job assignment, staff evaluations and compensation.
February 16, 2020
Trust Operations Officer in San Bernardino, CA
The Sec & Derivatives Intmd Analyst is an intermediate level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team.
February 12, 2020