- TD Bank (Marlton, NJ)
- …guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains knowledge of fiduciary ... Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and...and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe… more
- Deloitte (Philadelphia, PA)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... gift work papers and tax returns, as well prepare and lead ...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private… more
- Deloitte (Philadelphia, PA)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... Are you a leader and strategic thinker with extensive first-hand knowledge...tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private… more
- Wipfli LLP (Radnor, PA)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... issues and/or opportunities in engagements and discuss with engagement leader + Use data analysis skills to discover useful...by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax… more
- Truist (Philadelphia, PA)
- …**Responsibilities :** * Lead and manage one or more Truist Wealth Team 's in an assigned region or territory * The role requires significant leadership, sales ... business development, presentation and sales skills that establish the leader and the team as credible and...in the high net worth client segment * Effectively lead the team to work with various… more
- Lincoln Financial (Radnor, PA)
- …are seeking a strategic and detailed-oriented professional to join our Total Rewards team to lead critical components of our executive benefits and international ... regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve...as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used… more
- General Motors (Trenton, NJ)
- …report to the Director, Global Benefits, Labor Relations and Hourly Compensation and lead a team responsible for development, design, and operations supporting ... and collaborate with GM Labor Relations, Human Resources, Policy, Legal, Tax , Finance, Treasury Operations and third-party administrators + Oversee daily operations… more
- Truist (Philadelphia, PA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... cost-to-serve requirements of the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects *… more