- Wipfli LLP (Green Bay, WI)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports Knowledge,… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... professional standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters… more
- Wipfli LLP (Bozeman, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports Knowledge,… more
- Plante Moran (Wakefield, MA)
- …with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills ... including planning, scheduling, projections, and billing Review and sign tax returns for individual or trust tax ...sign tax returns for individual or trust tax clients for accuracy and identification of tax… more
- Plante Moran (Wakefield, MA)
- …required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Client travel throughout ... not be limited to: Technical Responsibilities: Proactively manage the tax planning process with the client and advisory team...wealth management goals of the client/family. Manage and review tax returns of individual or trust tax … more
- Wipfli LLP (Clayton, MO)
- … or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Wipfli LLP (Sterling, IL)
- … or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Wipfli LLP (Eau Claire, WI)
- … or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Wipfli LLP (Bedford, NH)
- …in some instances both. Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports +… more
- Jobleads-US (Boston, MA)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- Jobleads-US (Washington, DC)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities. Draft and review plan documents, board resolutions, and ... regulatory compliance counseling. Advise benefits committees on roles, ensure fiduciary training, and perform related corporate governance responsibilities. Oversee… more
- Express Employment (Bemidji, MN)
- …experience. Key Responsibilities: Oversee payroll processing , including semi-monthly checks, tax filings, W-2s, and wage garnishments Manage employee benefits : ... retirement plan , including compliance testing, contribution tracking, and fiduciary coordination Respond to unemployment claims and manage workman's compensation… more
- Plante Moran (Southfield, MI)
- …of assets pursuant to the terms of the Trust Understand fiduciary accounting and trust accounting system Facilitate account opening/closing/transfer process ... Trust Officer to facilitate communication with clients alongside legal, tax , and financial advisors when necessary Share best practices...the surface, we're one of the nation's largest audit, tax , consulting, and wealth management firms. But dig a… more
- Jobleads-US (Nashua, NH)
- …Administer and oversee the company 401(k) plan, ensuring compliance with fiduciary responsibilities. In coordination with CFO, coordinate with plan advisors, ... for all employees. Ensure payroll compliance with wage and hour laws, tax regulations, and reporting requirements. Partner with accounting/finance teams on payroll… more
- Milton Hershey School (Hershey, PA)
- …of financial reporting, audits, cash management, and compliance with US GAAP and tax regulations. + Serve as co- fiduciary with The Hershey Trust Company, ... ensuring stewardship of the MHST. **Shared Services Oversight** + Drive operational excellence across Milton Hershey School (MHS) and Catherine Hershey Schools (CHS) through effective shared services governance. + Lead service level agreement development,… more
- CIBC (Boston, MA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Senior Fiduciary Tax Specialist** , you'll play a key role in ... internal and external partners. + **Manage payments:** Managing the processing of fiduciary tax estimate and balance due payments, IRA/NRA tax withholding,… more
- PNC (PA)
- …obtain one of these credentials within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team (trust tax ) ... **Job Description** + Coordinates with outside vendor who prepares tax returns in order to meet fiduciary ...prepares tax returns in order to meet fiduciary compliance needs. Provides information required by outside vendor… more
- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- KeyBank (New York, NY)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
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