- Plante Moran (Wakefield, MA)
- …with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance . Demonstrated leadership skills ... finance; CPA, EA, or Bar License required 10+ years of recent tax compliance experience is required; experience in public accounting is preferred Experience with… more
- Plante Moran (Wakefield, MA)
- …required with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance . Client travel throughout ... team to the same standard Serve as the primary engagement manager with economic responsibilities for billing, realization and collections Relationship Building… more
- SMBC (New York, NY)
- …cash management, deposits and payment services. As the primary attorney and relationship manager for the cash management business, the candidate will act as the ... the Bank's operations, including deposits, electronic banking, payments, and fiduciary activities. + Reviewing, drafting and negotiating Bank operational documents,… more
- PNC (Birmingham, AL)
- …valued and have an opportunity to contribute to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance ... the identified risks to business partners. If necessary, escalates identified risks to senior team members. Identifies compliance impact on matters such as… more
- KeyBank (Amherst, NY)
- …and in collaboration with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust ... apply those to testing, monitoring, issues management, and verification activities. The Senior Compliance Manager must exhibit strong leadership, initiative,… more
- Manulife (WA)
- …present a challenging and unique opportunity for an experienced, dynamic, and energetic Senior Project Manager to join our Value-Added Services team and become ... Nature Based Solutions and execution of project deliverables. The Senior Project Manager is a vital member...ecosystem service-related projects. This role is a component of fiduciary asset management and requires a working knowledge of… more
- State of Colorado (Denver, CO)
- Senior Tax Credit Manager Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/5113423) Apply Senior Tax Credit Manager Salary ... quickly become familiar with these tools and functions. The Senior Program Manager will oversee one or...of Revenue, and others. + Maintaining a helpful but fiduciary and compliance perspective on tax credit… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager ( Senior Investment Portfolio Manager ) to lead the management ... + Deliver above-benchmark returns consistently while managing risk + Ensure compliance with investment guidelines, regulatory requirements, and fiduciary … more
- Northwell Health (New Hyde Park, NY)
- **Req Number** 166995 Job Description The Office of Trustee Relations Senior Program Manager is a pivotal role responsible for the efficient and effective ... governance practices, and the smooth execution of trustee-related initiatives. The Senior Program Manager will oversee critical processes, manage projects,… more
- BMO Financial Group (West Palm Beach, FL)
- …expertise for all aspects of investment management and administration to ensure compliance . Works collaboratively within the branch and the regional team as part ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- Trinity Health (Pontiac, MI)
- …Nutrition Services (FANS) Department in a large or sizeable multi-hospital setting. The Senior Manager of Food & Nutrition Services is responsible for ... and RHM stakeholders to identify budget variances; and prepares related reports for senior management review. Keeps Regional Manager , THS informed of issues… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... solutions, insurance products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining a strong… more
- USAA (San Antonio, TX)
- …us special and impactful. **The Opportunity** As a dedicated **Capital Project Manager Senior ,** you'll lead and coordinate construction projects and suppliers, ... Services' standards and guidelines deliver intended business benefits. + Ensure compliance in project design and construction deliverables with authorities having… more
- Edward Jones (Tempe, AZ)
- …businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return ... + Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team,… more
- Microsoft Corporation (Redmond, WA)
- …of assigned business groups in the Puget Sound, Microsoft's Headquarters. As a Senior Portfolio Manager , Real Estate within Microsoft's Global Workplace Services ... ensuring alignment with Microsoft's standards and business needs. + Ensure compliance with established space governance models and guidelines. + Balance business… more
- Robert Half Finance & Accounting (St. Petersburg, FL)
- Description We are looking for an experienced Senior Tax Manager to join our team in St Petersburg, Florida. In this role, you will play a key part in overseeing ... prepare federal and state income tax returns for individuals, businesses, fiduciary trusts, estates, and tax-exempt organizations. * Establish and maintain strong… 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 ... tax preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance . * Offer… more
- BMO Financial Group (Chicago, IL)
- …in the implementation, maintenance and administration of a specific compliance program. Responsible for independently performing risk assessments, and developing, ... executing, and reporting on test procedures to ensure compliance with regulations and internal policies. Works with business/group and internal partners to ensure… more
- Robert Half (Dallas, TX)
- …Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal ... Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Manager LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The… more
- KeyBank (Albany, NY)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for all ... or other KeyBank lines of business as required by credit policy, including compliance with credit policy, internal compliance procedures (OFAC, Patriot Act,… more
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