- Brown Advisory Incorporated (Baltimore, MD)
- …of escalation and consultation for all fiduciary income tax issues. Collaborate with Fiduciary Tax Manager and Fiduciary Tax Team to facilitate timely ... with a strong background in wealth transfer tax and fiduciary income tax to serve as Tax Director -... income tax to serve as Tax Director - Fiduciary & Private Client. A versatile thinking partner and… more
- FIDUCIARY REAL ESTATE DEVELOPMENT (Madison, WI)
- …career with us. Key Responsibilities: Provide direct support to the Property Manager by effectively delegating tasks to the maintenance, grounds, and cleaning teams ... issues or concerns are promptly communicated to the Property Manager for resolution. Perform on-call emergency services within a...timely repairs for our residents. Work with the Property Manager to contribute input to the annual budget by… more
- Freeway Insurance Services America LLC (Troy, NY)
- …and accident insurance plans. Pay range for this role as a Insurance Store Manager is $20-$25 /hourly. Our Compensation package includes a competitive base salary + ... With Us ! What You Will Do: The Store Manager is the driving force behind our business. This...experience leading, coaching, and mentoring sales teams Understanding of fiduciary duty and maintaining high levels of integrity and… more
- Northern Trust (Greenwich, CT)
- …sophisticated clients using leading technology and exceptional service. Account Manager , Wealth Management Advisory Under general supervision (but works ... supporting/servicing team client relationships by coordinating administration of complex fiduciary , investment management, estate settlement, guardianship, and/or custody accounts.… 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)...dynamic, fast- growth company is seeking a Strategic Relationship Manager Bilingual to join our team and grow with… 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
- Steel Dynamics, Inc. (Columbia City, IN)
- …hours to be successful. Ability to manage time, travel, and oneself. Fiduciary responsibility to manage expenses, entertainment & travel. International travel - ... ability to acquire travel pass / VISA. Understand and monitor the competitive environment and provide market intelligence to help shape and execute sales strategies. High business ethics. This position means you are a visual representative of the company in… more
- KForce (Woodbury, NY)
- …CPA firm (60+ staff) in the Woodbury Long Island, NY area, is seeking a Tax Manager /Senior Manager who is looking to be on the partner track. This company has ... experience Comprehensive benefits package including 401(k).Summary:In this role, the Tax Manager /Senior Manager will handle compliance with local, state, and… more
- CA Ferolie (Montvale, NJ)
- …delivers industry-leading results. Overview of the Role As the Sales Development Manager , you will manage the business relationship with clients to achieve their ... activity, consumer behaviors, demographic shifts, and "best practices". Provide Fiduciary Management of Client/Customer Relationships in innovation, assortment, pricing,… more
- Freeway Insurance Services America LLC (Houston, TX)
- …for career advancement. Come Grow With Us ! What You Will Do: The Store Manager is the driving force behind our business. This exciting position will challenge your ... Previous experience leading, coaching, and mentoring sales teams Understanding of fiduciary duty and maintaining high levels of integrity and ethics Ability… more
- Forth Recruiting (Huntington Beach, CA)
- About the job Tax Manager - Huntington Beach, CA The Company Having formed the Company in 2020 with two employees, this client has grown to over 40 employees within ... a 42-year local presence specializing in Trust and Estate work. They seek a manager to help maintain and grow their Trust and Estate Services. The successful… more
- Boston Medical Center (Boston, MA)
- …revenue cycle expertise. Manages and develops a results oriented team, including manager , supervisor, and team lead levels. Continuously assesses and develops an ... regarding public accounting firms, third-party auditors, and investigative parties. Fiduciary responsibility for ensuring that compliance standards for providing… more
- Moneta (St. Louis, MO)
- …Description Job Summary The Senior Investment Research Analyst leads public markets manager research, overseeing over 100 investment options across 30 asset classes. ... and Research to execute the strategic plan relating to manager research efforts and expand the offering to fulfill...programs & rewards Employee engagement activities Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to… more
- Union Savings Bank (New Milford, CT)
- …resolution. Business Development & Client Presentations: Work with the Future Track Program Manager to foster a goal-based mindset as it relates to wealth management ... Responsible for maintaining account relationships, managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant to applicable… more
- Software Placement Group (Salem, OR)
- Tax Manager - Estates & Trusts We are seeking a high-performing Tax Manager to specialize in estates and trusts, contributing to our growing team. This position ... complexity in tax tasks. Strong understanding of trust taxation theory, fiduciary accounting income, and distributable net income rules. Bachelor's or master's… more
- National Financial Partners (West Hartford, CT)
- …clients from 25 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial ... most important to each client. Wealthspire Advisors acts as a wealth manager , investment Advisor, consultant, and constant partner in helping clients achieve their… more
- National Financial Partners (West Hartford, CT)
- …clients from 24 offices in 13 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial ... most important to each client. Wealthspire Advisors acts as a wealth manager , investment Advisor, consultant, and constant partner in helping clients achieve their… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Description Job Summary: Under limited direction from a senior level manager , uses specialized knowledge and skills obtained through experience, specialized training ... and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial… more
- Geode Capital Management (Boston, MA)
- …member of the Treasury team, assisting with the general oversight and fiduciary responsibility for the various investment products managed or distributed by the ... technology hubs and employs approximately 180 employees. Geode is an institutional asset manager providing core beta exposures across a range of equity and niche… more
- Jordan Park Trust Company (Portsmouth, NH)
- …ongoing administration of a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC) serves as Trustee, ... wealth management services. Responsibilities include: Acting as the relationship manager of JPTC trust engagements Overseeing the professional administration of… more
