- Unknown (Fargo, ND)
- …supervisory experience. The role demands superior knowledge of trusts and estates planning, fiduciary tax and accounting principles, and the legal and regulatory ... Senior Vice President, Chief Fiduciary Officer...ability to manage complex problems and prioritize effectively. Hiring Manager Title Senior Legal Counsel Travel Percent… more
- Unknown (Oxnard, CA)
- Senior Vice President, Client Advisory About the Company Nationally recognized independent investment advisory firm Industry Investment Management Type Privately ... team. The successful candidate will be the primary relationship manager for affluent and ultra-high-net-worth clients, delivering comprehensive wealth strategies… more
- KeyBank (Portland, ME)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset...and good working knowledge of estate, gift, and GST tax and fiduciary income tax .… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager ...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under ... the direction of the Trust Tax Manager . Responsibilities include: + Reviewing and...in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary… more
- Robert Half Finance & Accounting (Suwanee, GA)
- …Duties include, but are not limited to: + Review of individual, corporate, partnership, fiduciary and other types of tax returns. + Review of income ... Description We are adding a Sr. Tax Mgr. with 7+ years of tax experience to our team. We provide the necessarytools, leadership and unlimited growth potential;… more
- PNC (Birmingham, AL)
- …an opportunity to contribute to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance - AMG organization, you will ... fiduciary laws, uniform trust code - Specialized administration (Special Assets, fiduciary tax requirements) - Support requirements for PNC Delaware Trust… more
- BMO Financial Group (West Palm Beach, FL)
- …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
- 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 (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
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic business… 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
- Oracle (Santa Fe, NM)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax ... and compliance with regulatory standards. * Collaborate with the Manager , Senior Manager , or Principal...* Minimum of 3 years of experience in individual, fiduciary , and entity tax compliance and related… more
- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Product Manager II & Senior - CTC job and contemplates a wide range of ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.… more
- Columbia Bank (Greenwood Village, CO)
- …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
- Amazon (Arlington, VA)
- …This role will be focused on vendors and deals with high visibility at the most senior levels of AWS and Amazon. In this role, you will be responsible for balancing ... fiduciary responsibility for the procurement in the context of...vendor relationship. - Coordinate cross-functional teams including Legal, Finance, Tax , and Business stakeholders to execute procurement agreements -… more
- Comerica (New York, NY)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. ... training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or… more
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