- WSFS Bank (Greenville, DE)
- …is more than part of our name, it's our mission and our purposeThe Fiduciary Specialist is responsible for supporting the Trust Officers by providing high level ... in select client meetingsHave knowledge, understanding and application of fiduciary principles, securities processing and clearing, trust and accounting systems… more
- Ballard Spahr, LLP (Middle City West, PA)
- …returns and Federal and State and income tax returns including fiduciary , individual, partnership tax returns, partnership accounting, and in calculating applicable ... office. Our Estate Specialist/Tax Accountant will: Prepare Federal and State fiduciary income tax returns including individual and partnership tax returns,… more
- WSFS Bank (Berwyn, PA)
- …wealth management services, including investment management, discretionary and delegated fiduciary services, as well as credit, and deposit servicesActively ... wealth management services including credit, risk management, investments, financial planning, fiduciary , and insurance as well as real estate, retirement and tax… more
- Carson LLP (Fort Wayne, IN)
- …litigation, including but not limited to will contests, trust disputes, and fiduciary conflicts. Collaborate with other attorneys and professionals within the firm ... with a strong emphasis on estate planning, administration, and fiduciary responsibilities. Excellent communication, negotiation, and interpersonal skills. Strong… more
- WSFS Bank (Philadelphia, PA)
- …a fundamental knowledge of financial planning principlesMust have knowledge of fiduciary , tax, and other regulations impacting the investment management functionMust ... have knowledge, understanding, and application of fiduciary and investment principles, including Reg 9 compliance requirementsMust have knowledge of securities… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …Perform extensive tax compliance, research, consulting and planning for individual, fiduciary , not for profit (private foundation), gift and estate tax Requirements: ... complex gift and estate planning strategies to high net worth clients Significant experience in working with estate tax, gift tax and fiduciary tax returns; more
- WSFS Bank (Berwyn, PA)
- …and with little supervisionMust have knowledge, understanding and application of fiduciary and investment principlesMust have knowledge of securities processing and ... of trust & accounting systems, knowledge of trust administration and fiduciary responsibilities, knowledge of investment systems (First Rate and Investor's View)… more
- CohnReznick LLP (Boca Raton, FL)
- …Responsibilities include but not limited to: Review complex gift, estate and fiduciary income tax returns;Review fiduciary accounting for trusts and ... estates;Provide tax planning and consulting to high net worth clients for estate and individual income taxes;Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, Crummey obligations and generation… more
- Creative Financial Staffing (Pittsburgh, PA)
- …seeking an experienced tax accountant/tax preparer to assist in individual & fiduciary tax preparation, tax planning & estate & trust administration. This position ... tax research software; Prosystem fx software experience a plus Review fiduciary accountings Tax Accountant/Preparer works on highly confidential client matters.… more
- CohnReznick LLP (Holmdel, NJ)
- …of complex 1040, 1041, 706 and 709 returns. Review gift, estate, and fiduciary income tax returns.Review fiduciary accounting for trusts and estates.Provide tax ... planning and consulting to high net worth clients for estate and individual income taxes. Research and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer… more
- WSFS Bank (Berwyn, PA)
- …wealth management services including credit, risk management, investments, financial planning, fiduciary , and insurance as well as real estate, retirement and tax ... Banking, or wealth management experienceKnowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan… more
- Creative Financial Staffing (Houston, TX)
- …and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary , Non-Profit, gift, multi-state and TX franchise). Review Compiled financial statements ... business entities, including consolidated and non-consolidated C-corporations, S-Corporations, Partnerships, Fiduciary , and Non-Profit Organizations. Prepare complex US and state… more
- Catalent (St. Petersburg, FL)
- …GxP systems comply with all applicable GxP, legal, and fiduciary policies, practices, and requirements.Collaborate with manufacturing, engineering, validation, ... information systems, QA, QC, and training to provide training and coaching on CSV projects and data integrity initiatives.Develop and execute plans, procedures, and requirements to address data integrity gaps for GxP systems and assuring compliance for the… more
- Volunteers of America Mid-States (Grayson, KY)
- …including financial planning services, transportation services, income support services, fiduciary and representative payee services, legal services, childcare, and ... housing counseling. i. Complete required documentation (including progress notes) within 48 hours of contact and enter data into the Homeless Management Information System (HMIS). j. Demonstrate good clinical judgment in decision making regarding participants.… more
- WSFS Bank (Wilmington, DE)
- …extent necessary, external (client) communications; Knowledge and understanding of fiduciary principles; Knowledge of securities processing and clearing; Knowledge ... of trust/accounting systems, technology to support recordkeeping, and payment history; Interface with Trust OPS Service Partners across the BMTCDE - BMTC franchiseSupport Trust Relationship Officers and other client focused staff membersSupport is essential to… more
- Volunteers of America Mid-States (Louisville, KY)
- …personal financial planning services, transportation services, income support services, fiduciary and representative payee services, legal services, childcare, and ... housing counseling. i) Demonstrate good clinical judgment in decision making regarding participants. j) Demonstrate ability to relate to Veterans and their families in a culturally appropriate manner. k) Performance Quality Improvement (PQI) duties as assigned… more
- Volunteers of America Mid-States (Bowling Green, KY)
- …including financial planning services, transportation services, income support services, fiduciary and representative payee services, legal services, childcare, and ... housing counseling. i. Complete required documentation (including progress notes) within 48 hours of contact and enter data into the Homeless Management Information System (HMIS). j. Demonstrate good clinical judgment in decision making regarding participants.… more
- Volunteers of America Mid-States (Owensboro, KY)
- …including financial planning services, transportation services, income support services, fiduciary and representative payee services, legal services, childcare, and ... housing counseling. h. Complete required documentation (including progress notes) within 48 hours of contact and enter data into the Homeless Management Information System (HMIS). i. Demonstrate good clinical judgment in decision making regarding participants.… more
- Volunteers of America Mid-States (Knoxville, TN)
- …personal financial planning services, transportation services, income support services, fiduciary and representative payee services, legal services, child care, and ... housing counseling. i. Complete required documentation (including progress notes) within 48 hours of contact, and entering data into the Homeless Management Information System (HMIS). j. Demonstrate good clinical judgment in decision making regarding… more
- George Washington University (Washington, DC)
- …support GW scholars and investigators in understanding their ethical and fiduciary responsibilities with respect to research activities; Lead the University's ... research COI/C programs, in collaboration with the University Office of Ethics, Compliance and Risk (OECR), the Office of Sponsored Projects (OSP), the Office of Human Research (OHR), the GW Export Control Officer, and other relevant institutional offices,… more
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