- Wells Fargo (Dallas, TX)
- …BL&T further provides 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...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and… more
- Wells Fargo (Austin, TX)
- …BL&T further provides 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...Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and… more
- Wells Fargo (Austin, TX)
- …BL&T further provides 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...**About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and… more
- Deloitte (Dallas, TX)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
- Deloitte (Dallas, TX)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
- JPMorgan Chase (Dallas, TX)
- …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
- JPMorgan Chase (Dallas, TX)
- …is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our ... wealthiest families as wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150… more
- Raymond James Financial, Inc. (Houston, TX)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- Xerox (Austin, TX)
- …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 (Austin, TX)
- …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