- MCCONNELL JONES GROUP (Atlanta, GA)
- …members are required to follow industry leading data and system security practices. Manager Responsibilities Manage the work of staff, senior , and supervisor ... do This role is ideal for a CPA with a strong background in tax compliance, financial reporting, and client advisory services. You will be responsible for managing… more
- Avanath (Pasadena, CA)
- …resources throughout the organization via the organizations' support services and senior leadership. An Approach that is positive and Professional - Consistently ... the property management industry 2+ years of experience as a community/property manager Demonstrated ability to diffuse and respond to resident concerns, avoiding… more
- Cambridge Management, Inc. (Pasco, WA)
- …affordable communities provide homes for those with limited incomes including families, senior citizens, and people with disabilities. Today, our team has grown to ... than 9,000 apartment homes. Our portfolio includes market rate, Low Income Housing Tax Credit, and Project-Based Section-8 communities that range in size from 6 to… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …was just rated one of the top places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until you get to the best part: ... Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work...on departmental committees, as requested + Reporting to the senior members of your Client Service Team Requirements CANDIDATE… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a ... with tax laws Mentor and train staff accountants and senior tax associates Coordinate and manage multiple engagements and deadlines simultaneously Ensure… more
- Robert Half Finance & Accounting (Needham, MA)
- Description Job Title: Tax Manager and/or Senior Tax Manager Qualifications: To be considered for this position, applicants must hold a CPA ... Prepare federal and state individual, trust, partnership, and corporate tax returns. + Conduct tax research and...Excel and Word. * Adhere to high confidentiality and fiduciary standards. Interested candidates should apply here but can… more
- Aston Carter (Lake Oswego, OR)
- Seeking a Talented Senior Tax Manager Responsibilities + Perform technical reviews of tax returns of varying types and complexities. + Manage client ... needs and developing strategies and solutions. + Prepare complex business, fiduciary , and individual tax returns. + Provide mentorship to other tax staff… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wilmington/Delaware- Senior -Trust-Officer\_25025609) **Job Description:** At Bank of America, we are… more
- Bank of America (Chicago, IL)
- …of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, ... Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within...Fiduciary Tax Services ( Tax ), Portfolio Managers, etc., as… more
- PNC (Pittsburgh, PA)
- … fiduciary laws, uniform trust code - Specialized administration (Special Assets, fiduciary tax requirements) - Support requirements for PNC Delaware Trust ... an opportunity to contribute to the company's success. As a Compliance Program Manager Sr within PNC's Enterprise Compliance - AMG organization, you will be remote.… more
- Lilly (Indianapolis, IN)
- …financial statement generation, external financial reporting, audits, regulatory reporting, and tax filings for the nine benefit plans managed by the team. ... alternative investment program** (multi-billion dollar alternative portfolio), directly leading manager selection, portfolio construction, and performance attribution + **Implement… more
- Commerce Bank (Kansas City, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking ... internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate planning, insurance, lending, credit and banking… more
- BankFinancial (Downers Grove, IL)
- …the administration and support of trust and estates including general understanding of fiduciary products including grasp of legal, tax and investment concepts. ... of contact for existing clients in partnership with the assigned relationship manager . + Maintains contact with existing clients, beneficiaries, and referral sources… more
- Truist (Atlanta, GA)
- …following job description:** The Sports & Entertainment Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate ... time to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent execution of SEG Corporate Team's business strategy, revenue… more
- Umpqua Bank (Walnut Creek, CA)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village,...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- Zions Bancorporation (Irvine, CA)
- …services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... are currently in search of a dedicated Wealth Market Manager to join our team of bank partners located...Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory… more
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