- Brown Advisory Incorporated (Baltimore, MD)
- …and highly skilled tax professional with a strong background in wealth transfer tax and fiduciary income tax to serve as Tax Director - Fiduciary & Private ... thinking partner and problem solver, the Tax Director - Fiduciary & Private Client collaborates with Strategic and Investment...gift, and income taxes and has overall responsibility for fiduciary income tax matters with respect to our three… more
- Direct Counsel (Chicago, IL)
- Job Title: ERISA Fiduciary (Title I) Attorney Locations: Atlanta, Boston, Century City, Chicago, Dallas, Houston, Downtown Los Angeles, New York, Orange County, Palo ... - $500,000 annually Job Description: Direct Counsel is seeking an experienced ERISA Fiduciary (Title I) Attorney to join a top-tier international law firm with a… more
- FIDUCIARY REAL ESTATE DEVELOPMENT (Madison, WI)
- …Maintenance Supervisor at The Landmark at Hatchery Hill Apartments Are you a master at fixing things efficiently and enjoy each day looking different than the next? ... Do you like working with people and have a knack for customer service where you can multi-task and problem solve? If this sounds like you, apply today for our Full-Time Maintenance Supervisor at The Landmark at Hatchery Hill Apartments! With almost 40 years of… more
- TD Bank Group (Manchester, NH)
- …Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned ... to obtain tax information, prepare and file applicable federal and state fiduciary income tax returns, and ensure appropriate planning is conducted and completed.… more
- Raeth LLC (Rockaway, NJ)
- …of Directors & Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, and related coverages, along with excellent relationship-building abilities ... management liability underwriting experience * Strong understanding of D&O, EPL, Fiduciary , and other management liability coverages * Experience working with… more
- Cerami Search Group (Dallas, TX)
- …file, and manage estate planning documents, probate pleadings, petitions, fiduciary accountings, and discovery materials. Coordinate probate and trust administration ... processes from inception through final distribution. Support attorneys in fiduciary litigation, including drafting court filings and tracking deadlines. Conduct… more
- Wescom Credit Union (Anaheim, CA)
- …accounts, money market accounts and Individual Retirement Accounts. Remains proficient with Fiduciary processes including but not limited to trusts, fiduciary ... accounts, Power of Attorneys and Notary Public services. Contributes to Wescom growth objectives through needs-based member conversations and builds relationships to address immediate and future needs. Targets, supports and achieves assigned organizational… more
- Northern Trust (Greenwich, CT)
- …team client relationships by coordinating administration of complex fiduciary , investment management, estate settlement, guardianship, and/or custody accounts. ... responsibilities of the role: 1. Coordinates account administration for fiduciary , investment management, estate settlement, guardianship, and/or custody accounts… more
- Cozen O'Connor (Philadelphia, PA)
- …tax returns; coordinate with accountants for preparation of income and fiduciary returns; facilitate tax payments and distributions to beneficiaries; terminate ... estates; prepare and file fiduciary accountings, with moderate supervision by attorneys. Prepare Federal gift tax returns. Coordinate the delivery of certain family… more
- Cleary Gottlieb Steen & Hamilton LLP (New York, NY)
- …by outside accountants Prepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney Be ... related filings Knowledge of estate and trust income taxation Knowledge of fiduciary accounting preferred Experience with One Source Estate Tax Program (formerly… more
- Boston Medical Center (Boston, MA)
- …regarding public accounting firms, third-party auditors, and investigative parties. Fiduciary responsibility for ensuring that compliance standards for providing ... accurate information on all patient billings are followed for the enterprise. Assesses and responds to the needs of the organization and customers with innovative programs to ensure customer satisfaction. Ensures compliance with relevant regulations,… more
- 401k Generation (Altamonte Springs, FL)
- 401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management ... services to individuals. As a 3(16) Plan Fiduciary , we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping… more
- StateJobsNY (New York, NY)
- …skills, and abilities: *High ethical standards and commitment to the fiduciary responsibilities of a pension fund. *Excellent communication, customer service and ... interpersonal skills; exhibits professionalism, tact and diplomacy at all times; thrives in a collaborative environment as a team player in a professional office setting. *Strong organizational skills, including the ability to maintain detailed and accurate… more
- Freeway Insurance Services America LLC (Troy, NY)
- …Previous experience leading, coaching, and mentoring sales teams Understanding of fiduciary duty and maintaining high levels of integrity and ethics Ability ... to build relationships with sales customers Ambitious professional motivated by opportunity for advancement Excellent written and verbal communication skills Location : On Site Insurance Sales Insurance Agent Hiring Immediately Acceptance Insurance EBU Equal… more
- DR Horton (Roseville, CA)
- …financial projections. Act as the conscience of the division, involving fiduciary responsibilities, business process improvement, and challenging the thinking and ... with Division Leadership Team for presentation to Region/Corporate Assume the fiduciary responsibility of enforcing the operating procedures and policies established… more
- Executive Resource Systems (Bremerton, WA)
- …applicant should have a working knowledge of the trust taxation theory, trust/ fiduciary accounting income, and distributable net income rules, and be familiar with ... the concepts of revocable living trusts and other grantor trusts, marital trusts, bypass trusts and charitable split-interest trusts. Bachelor's degree in accounting, or master's degree in accounting. Minimum of forty (40) hours of continuing professional… more
- Union Savings Bank (New Milford, CT)
- …Responsible for maintaining account relationships, managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant to applicable ... with trust and account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning. Act as the primary… more
- County of Los Angeles, CA (Los Angeles, CA)
- …includes tracking, monitoring, and auditing assets and program deliverables to ensure fiduciary responsibility. **Staff Capacity in the County of Los Angeles is ... defined as: work performed to assist and support administration by doing research, analysis, and making recommendations to the line managers on matters such as: utilization of personnel, allocation of funds, workload and workload fluctuations, and programs and… more
- VetJobs (Chicago, IL)
- …Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud ... Expense Reimbursement. The Account Executive (AE) will build and maintain relationships with agents and brokers to provide insurance or surety solutions to customers. An AE will analyze and evaluate risk to achieve business goals within an assigned book of… more
- Moneta (St. Louis, MO)
- …Onsite wellness programs & rewards Employee engagement activities Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities ... licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails. more
