Fiduciary Estate Advisor III
Truist•Tampa, FL
•$150,000 - $175,000
About The Position
Administer death settlement accounts, including estates, certain interim trusts, and other accounts includible in a decedent's gross estate for federal estate tax purposes. The role conducts due diligence on new matters, manages accounts accurately and efficiently, facilitates applicable tax return preparation, and ensures compliance with governing instruments and applicable laws. It serves as a subject matter expert in estate and interim trust settlement, supports sales and business development efforts, and handles or supports the largest and most complex cases.
Requirements
- College degree or equivalent education, training, and work-related experience.
- Strong foundation in estate/trust administration or a related field.
- Ability to interpret and adhere to legal documents and collaborate and problem solve within the applicable legal and regulatory framework.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Nice To Haves
- 10 years of fiduciary experience.
- Obtained or working toward an advanced degree or license/certification, such as JD, LLM, MBA, CPA, CTFA, or CFP.
Responsibilities
- Conduct due diligence for new death settlement matters, considering risk and profitability.
- Administer death settlement accounts efficiently and accurately in coordination with teammates.
- Facilitate preparation of applicable tax returns, including final individual income tax returns, fiduciary income tax returns, and estate tax returns.
- Adhere to local, state, and federal laws related to death settlement and to the governing instrument.
- Serve as a subject matter expert in estate and interim trust settlement.
- Support teammates' sales efforts for reserve-level future fee appointments and current estate and interim trust opportunities.
- Handle or support the largest and most complex death settlement cases.
- Act as a peer leader in new business development.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, potential eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
