Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 10 yrs required
Wealth Management Senior Trust Administrator IV The candidate will create post-mortem plans for estates settled by company that are detailed in analysis, but understandable and meaningful to the reader. Serve as the subject matter expert in estate, gift, and GST matters during all phases of the estate and trust post-death settlement process. Some preparation of Federal and State Estate and Inheritance Tax Returns may be required. Duties may include: applying knowledge and expertise to assist with very complex estates; participating in and preparing presentations; analysis of complex estate planning documents; reviewing financial data and tax returns to identify assets, planning opportunities, and tax issues; preparing and/or reviewing federal and state death tax returns; and responding to audits from taxing authorities.
Qualification and Experience
The candidate should have CPA, JD and/or LL.M in Tax. Must have 10+ years of relationship management, financial, trust, or legal industry experience. Must have 2+ years of prior direct experience in estate planning and/or estate tax. In-depth knowledge of estate and gift taxes. Should have working knowledge of generation skipping transfer tax and community property issues. Must have a broad base of financial knowledge, including estate planning, retirement, and insurance planning Must be able to see the “big picture†with respect to a decedent’s estate, issues for the beneficiaries, and potential sales opportunities for the Bank. Should have ability to effectively communicate orally and in written form with beneficiaries, outside counsel and accountants, and internal partners. Must be proficient in Microsoft Word and Excel. Excellent written and oral communication skills required. Effectively partner with internal (Estate Administrators, Estate Specialists, Trust and Fiduciary Specialists, and Relationship Managers) and external (attorneys, CPAs, beneficiaries, etc) parties throughout the estate administration process. Must be willing to maintain a high level of knowledge on Federal and State probate, trust, and tax laws, staying abreast of constant changes. Must also be able to identify issues, and research across jurisdictions. Should have a high level of expertise in the estate and fiduciary tax field. Deadline: 10/25/2014
Ref: 5042299
Sign Up Now