- JPMorgan Chase (New York, NY)
- …degree is a plus; JD strongly preferred * In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements ... 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
- JPMorgan Chase (Rochester, NY)
- …other advanced degree is a plus; JD preferred + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- S&P Global (New York, NY)
- …payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and ... standard operating and regulatory procedures globally with respect to audit, privacy, tax reporting, and controls. + Leadership of an international payroll team,… more
- Xerox (Albany, NY)
- …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
- Raymond James Financial, Inc. (New York, NY)
- …+ Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. + ... the Financial Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax ...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- US Bank (New York, NY)
- …(working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, ... and trust and fiduciary advisory, with a special focus on Risk Management....for the client's financial status using the most advanced tax , wealth transfer, business structure and protection strategies, and… more
- Adelphi University (Garden City, NY)
- …development and maintenance of policies and procedures, reporting, compliance, fiduciary controls, regular reconciliation and student information and communications ... of Adelphi University's financial aid applicant pool. Requests and reviews federal tax returns and other financial aid documentation for consistency with application… more
- Wells Fargo (New York, NY)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the… more
- Robert Half Finance & Accounting (Akron, NY)
- …entries. * Prepare all supporting documents and requests for the completion of tax returns and owner distributions as required by an external CPA firm. * ... open purchase orders, and key performance indicators specific to the industry. * Fiduciary responsibilities as it pertains to the company 401(K) and Pension Plans… more
- JPMorgan Chase (New York, NY)
- …Bank partners with foundation principals and decision-makers to preserve favorable tax status and manage administrative responsibilities. Our team, with decades of ... **Experience:** + Undergraduate degree required. + Preferred experience in fiduciary and investment operations, accounting, paralegal work, grant administration, or… more
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