Fred Bachman
Tax Officer at Fulton Bank
- Role
- Tax Officer at Fulton Bank
- Location
- Lancaster County, PA, US
- LinkedIn followers
- 500 followers
Experience
Tax Officer
Sep 2012 — Present
Responsibilities: Preparation and filing of Estate & Inheritance Tax Returns. Preparation and filing of all other types of Estate & Trust Income Tax Returns, with the exception of 1040\'s.Additional Responsibilities: Researching tax law and staying current on all financial topics; analyzing assigned estates and implementing optimum tax planning in collaboration with estate administrators and attorneys; analyzing related Wills and Trust Agreements; resolving tax audits, inquiries and other related functions.
Education
La Salle University
Bachelor of Science (BS)
Skills
- General Ledger
- Internal Controls
- Tax Returns
- Preparation of Personal Federal & State Income Tax Returns
- Financial Analysis
- Banking
- Mutual Funds
- Estate Planning
- Risk Management
- Tax
- Wealth Management
- Accounting
- Financial Modeling
- Portfolio Management
- Asset Management
- Tax Preparation
- Preparation of Estate & Trust Fiduciary Income Tax Returns
- Credit Risk
- Post-Mortem Tax Planning
- Investments
- Financial Planning
- Retirement Planning
- Preparation of Inheritance & Estate Tax Returns
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