- Robert Half Finance & Accounting (San Jose, CA)
- Description Jennifer Fukumae is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a Tax Accountant / ... the practice, working closely with the wealth management team to provide high-level tax advisory...tax advisory practice within a highly respected firm Tax Accountant / Senior Tax … more
- Benco Dental (Jacksonville, FL)
- Tax Accountant /Senior Tax Accountant Location: Jacksonville, FL Business Unit: Finance START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3533299&source=3533299-CJB-0) Jacksonville, FL Tax Accountant /Senior Tax … more
- Robert Half Finance & Accounting (Madison, WI)
- …opportunity to contribute to a dynamic financial services firm specializing in wealth management , tax planning, and alternative investments. ... Description We are looking for an experienced and detail-oriented Senior Tax Accountant to join our team in Madison, Wisconsin. In this role, you will play a key… more
- Aston Carter (Las Vegas, NV)
- Job Title: Project Accountant Job Description We are seeking a dedicated Project Accountant who will be responsible for managing and overseeing accounting ... in Procore and project accounting. + Experience in construction project management and financial reporting. + Ability to manage contracts, subcontracts, and… more
- Chick-fil-A (Atlanta, GA)
- …that often requires an understanding of complex family structures, trusts, and wealth management . A successful candidate must be comfortable giving advice ... tax laws that may impact the family office's tax strategy. Advise senior management on new... + 4+ years of experience + Certified Public Accountant Preferred Qualifications + Master's Degree + Experience in… more
- Regions Bank (Knoxville, TN)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Support Administrator will oversee the administration of ... for clients in conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of...improvements + Supports fee set up, and daily cash management + Completes Generation Skipping Tax (GST)… more
- M&T Bank (Boston, MA)
- …trust, tax , philanthropic, family governance, multigenerational planning and other wealth management disciplines to deepen and broaden client and prospect ... owners, in estate and trust planning, wealth management /financial services, Federal transfer and/or income tax ,...(MBA) Admission to any state Bar Association Certified Public Accountant (CPA) with focus in Federal Taxation or Estate… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and… more
- Regions Bank (Orlando, FL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust advisors… more
- JPMorgan Chase (Rochester, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking capabilities.… more
- Regions Bank (Hoover, AL)
- …**Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for serving as trustee and advisor to existing client ... in the trust industry to ensure prudent administration and investment management + Understands unique, complex trust agreements and appropriately manages accounts… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax ...are not limited to: . 5+ years of trust tax experience . 2+ years of management /supervisory… more
- GRF CPAs & Advisors (Bethesda, MD)
- …accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, ... public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management...Knowledge, or Skills: A current and valid certified public accountant 's license is required. Must be a member in… more
- Coldstream Wealth Management (Seattle, WA)
- …businesses and individuals. In January, we merged with Coldstream, an employee-owned wealth management firm that offers personalized services to high-net-worth ... Tax & Consulting is seeking an experienced Accountant / Tax Associate to join our growing team...and prioritization skills, including the ability to manage multiple client engagements Keyword: Bookkeeper From: Coldstream Wealth Management… more
- M&T Bank (Buffalo, NY)
- …aircraft, hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions ... and prospects based on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and close custom (advisory/tailored)… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. Job Summary: (Purpose of ... is responsible and accountable for all aspects of the Company's financial management (financial control and reporting, tax compliance, budgeting, etc.) for… more
- SUNY Schenectady County Community College (Schenectady, NY)
- …Certified as a Public Accountant (CPA), Financial Analyst (CFA), and/or Management Accountant (CMA) Special Information: + VISA sponsorship is not available ... financial functions- including accounts receivable, accounts payable, general ledger, cash management , and payroll- and supervise a dedicated team of 10+… more
- HUB International (Winter Park, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500+ ... he/she is not acting as the client's lawyer or tax accountant and suggest the client consult...brought to the attention of the CCO. Department Account Management & Service Required Experience: 5-7 years of relevant… more
- Truist (Richmond, VA)
- …Experience in auditing and issue validations reviews (examples of key areas include wealth management , enterprise risk management , credit and information ... professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certification in Risk Management Assurance (CRMA) and… more