- KeyBank (Palm Beach Gardens, FL)
- …goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues. Designs and ... delivers sophisticated fiduciary solutions, using relationship team model, to...of bank. Identifies and resolves potential trust and estate tax - related issues. Applies sound fiduciary judgment… more
- Truist (Winter Park, FL)
- …and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive team environment that fosters cooperation, trust ... support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to… more
- Deloitte (Jacksonville, FL)
- …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 (Tampa, FL)
- …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
- JPMorgan Chase (Miami, FL)
- …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
- Truist (Orlando, FL)
- …and Client (or Client Team ) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust ... the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible...Proficiency with various computer and systems applications used to lead the business 5. Experience with addressing and resolving… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Work independently, make non-routine decisions and resolve complex accounting problems. + Lead meetings and contribute to team efforts by ensuring all relevant ... to support strategic decision making by the Board and executive leadership. + Lead the design and continuous improvement of billing systems and pricing models to… more
- Lincoln Financial (Tallahassee, FL)
- …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 (Tallahassee, FL)
- …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 (Tampa, FL)
- …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