- Fidelity TalentSource LLC (Durham, NC)
- …with other internal Charitable business units as needed\u00A0 The Team\u00A0The Fidelity Charitable Gift Fund (\u201CFidelity Charitable \u201D) is a ... public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the… more
- Fidelity TalentSource LLC (Durham, NC)
- …squad. The Team Fidelity Charitable is the brand name for the Fidelity(R) Charitable Gift Fund , an independent public charity, established in 1991 with ... our customers. FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund ....the team by serving as the voice of the client /partner towards high value, high quality execution. Clearly communicate… more
- Fidelity TalentSource LLC (Durham, NC)
- …improve. The TeamFidelity Charitable is the brand name for the Fidelity\u00AE Charitable Gift Fund , an independent public charity, established in 1991 ... ways to make giving easy and satisfying for our customers. FCS operates the Fidelity Charitable Gift Fund . At Fidelity, our goal is for most people… more
- Creative Financial Staffing (Des Plaines, IL)
- …of education and experience is required. CPA or advanced experience in charitable foundation fund accounting required. Five (5) years of progressively ... About the Company:Our client is a rapidly growing educational establishment who...forecasting, and liquidity assessment. Proficient in all aspects of fund accounting and all pertinent GAAP, including Sarbanes-Oxley, FASB,… more
- Deloitte (Columbus, OH)
- …clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead … more
- UMB Bank (Kansas City, MO)
- …This role is hybrid (Tues/Wed/Thur on site). Travel to functions, businesses and client homes in assigned territory. **How you'll spend your time:** + You will ... etc. + You will execute coordination of wealth strategy planning (ie, gift , estate and income tax, retirement planning, investment planning, insurance, charitable… more
