- Fidelity TalentSource LLC (Walnut Creek, CA)
- …Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family AssistanceDemonstrated experience guiding and encouraging ... regular investment updates to clients and associates.Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle… more
- KPMG (Providence, RI)
- … Associate or Associate to join our Tax (https:// tax .kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary , charitable and information reporting ... + Manage a book of business and/or supervise the production of tax return preparation by associate tax preparers + Notify senior practice management of any… more
- KPMG (Houston, TX)
- **Business Title:** Senior Associate , Family Office Tax Practice **Requisition Number:** 111273 - 90 **Function:** Tax Services **Area of Interest:** ... as a firm KPMG is currently seeking a Senior Associate to join our Family Office Tax ...Management clients + Perform detail level review of individual, fiduciary , partnership, closely held corporations, estate and gift workpapers… more
- Textron (Fort Worth, TX)
- ** Associate , Sales & Use Tax Compliance**...& Use Tax Compliance will support quality tax compliance in accordance with Textron's fiduciary ... processes, policies, and procedures\. This person will support the tax compliance preparation and completion process by importing data, preparing tax returns,… more
- KPMG (Providence, RI)
- **Business Title:** Tax Associate , Trust Tax | Providence Fall 2024 **Requisition Number:** 112049 - 81 **Function:** Tax Services **Area of Interest:** ... our Business Tax Services practice. Responsibilities: + Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF, 1040 and 1099 +… more
- KPMG (Tempe, AZ)
- …and environments + Manage an account load of approximately 1,000 to 2,000 fiduciary and agency accounts + Support senior associate /management in work assignments ... **Business Title:** Manager, Trust Tax / Technology **Requisition Number:** 110190 - 5... / Technology **Requisition Number:** 110190 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ **City:** Tempe… more
- ADP (Alpharetta, GA)
- **Position Summary:** The Tax and Compliance team at Totalsource has responsibility to manage timely, accurate and auditable tax filings in all Federal, State ... strategic, design, service enhancements, reduction in Penalties and Interest, and fiduciary oversight. The team offering supports over 500,000 worksite employees,… more
- Wipfli LLP (Missoula, MT)
- …in some instances both. Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... responsibilities such as: + Respond to client and firm associate requests in a timely, accurate, positive and professional...by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax… more
- Wipfli LLP (Helena, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... is the place for you. Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner + Establish and… more
- Wipfli LLP (Lakewood, CO)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... is the place for you. Responsibilities: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner + Prepare client… more
- ADP (Norfolk, VA)
- **Title :** **Sr. Manager - Health and Wealth** **Position Summary :** The Tax and Compliance team at Totalsource has responsibility to manage timely, accurate and ... auditable tax filings in all Federal, State and Local jurisdictions...design, service enhancements, reduction in Penalties and Interest, and fiduciary oversight. The team offering supports over 500k worksite… more
- Wipfli LLP (Atlanta, GA)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... the place for you. Responsibilities include: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner + Prepare client… more
- Bank of America (Savannah, GA)
- …younger generation. Develops and deliverers solutions to meet client needs + Possesses technical fiduciary knowledge in the areas of law, tax , fiduciary ... array of integrated solutions, as appropriate + Promotes the full breadth of our fiduciary platform ( fiduciary , tax , special assets, estate settlement, both… more
- JPMorgan Chase (Newark, DE)
- …administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a… more
- Bank of America (Clayton, MO)
- Trust Senior Associate Clayton, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... the power to make a difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the… more
- Bank of America (Boca Raton, FL)
- Trust Senior Associate (TSA) Boca Raton, Florida **Job Description:** **Trust Senior Associate (TSA) -** At Bank of America, we are guided by a common purpose to ... to make a difference. Join us! **Job Description** **:** The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the… more
- Regions Bank (Birmingham, AL)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and ... IRAs, qualified retirement plans, or custody services). + Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory… more
- City of New York (New York, NY)
- …City of New York employees and retirees. As part of the agency's fiduciary responsibilities, we also fund and reconcile payrolls, distribute payrolls to City ... agencies, and report wages and tax information to federal, state, and local ...with mayoral executive orders. FISA-OPA seeks to hire an Associate Executive Director (AED) to manage the Citywide Maintenance… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Client Service Associate executes the more complex transactions required to support ... also provides oversight on some aspects of the Client Service Associate 's responsibilities. **Responsibilities include:** + Prepare and process new account paperwork… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …develop knowledge of current trends and changes in the industry with regard to fiduciary matters (eg estate planning, probate, estate, gift and income tax ... of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and investment… more
