- Wipfli LLP (Lincolnshire, IL)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- JPMorgan Chase (Chicago, IL)
- …feedback Required Qualifications, Skills and Capabilities + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- Xerox (Springfield, IL)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- Lincoln Financial (Springfield, IL)
- …compliance with applicable regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve as a member of ... the fiduciary investment committee that monitors the investment funds used...respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- Opportunity International (Chicago, IL)
- …guidelines. + Responsible for proper procedures to ensure the organization maintains its tax -exempt status, including timely filing of 990 tax returns, state ... registrations, payroll tax reports, value-added tax , and sales tax reporting. + Manage...accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan… more
- WM (Chicago, IL)
- …disputes involving operation of the compensation and benefit plans + Assisting Plan Fiduciary and Settlor Committees and other Plan Advisors with governance issues + ... Severance Plans and Agreements + Advising on complex 162(m) tax deduction, 409A deferred compensation and 280G parachute payment...compensation and 280G parachute payment issues + Supporting annual tax and audit processes related to the plans +… more