- Deloitte (St. Louis, MO)
- …(CFP) + Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...may be available + 5+ years of public accounting experience (at least 3 years in investment management) +… more
- Deloitte (San Juan, PR)
- …+ Bachelor's degree in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel ... of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as...2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing… more
- Fifth Third Bank, NA (Nashville, TN)
- …to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience ... ensures that actions and behaviors drive a positive customer experience . While operating within the Bank's risk appetite, achieves...spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the… more
- Middlesex Savings (Maynard, MA)
- …proficient in all Banker I requirements. In addition, they are proficient with basic trust accounts, powers of attorney , basic IRAs, foreign wires, safe deposit ... values and mission. They accomplish this by focusing on the customer experience , operational excellence, achievement of performance goals, solid decision making, and… more
- ERCOT (Taylor, TX)
- …It is the cornerstone of our corporate values of accountability, leadership, innovation, trust , and expertise. We know that individuals with a wide variety of ... today and in the future. The ERCOT Legal Department is seeking an experienced attorney to join its team as a Corporate Counsel. The ideal candidate will have… more
- Maersk (Charlotte, NC)
- …in these areas. **Skills and Education:** + JD required. + Minimum 5 years of experience as an attorney . + Transactional/Contract draft and review experience ... a culture of honesty and integrity, and value the trust it allows us to build with customers and...lead time and goals despite unexpected conditions. Our extensive experience , connections, and deep expertise across different sectors, industries,… more
- UMB Bank (Kansas City, MO)
- …talk with you if:_** + If you have two years of Commercial or Commercial Real Estate loan Coordinating experience . + If you have a high school diploma or ... lenders and internal partners to ensure we are providing the unparalleled customer experience to customers and clients who are acquiring our loans. The fast-paced… more
- Auburn University (Auburn, AL)
- …and Certifications** Desired Qualifications **Desired Qualifications** + Juris Doctorate Desired. + Experience as an attorney at law desired. Posting Detail ... the integrity of gift agreements, you'll play a crucial role in fostering trust with Auburn's donors. Your oversight ensures that contributions are aligned with both… more
- Grant Thornton (Appleton, WI)
- …you will be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures vary depending on ... the type of engagement and associate experience . Procedures may range from reviewing data input, utilizing...hours to be eligible for CPA licensure or licensed attorney status + Excellent analytical, communication (written and verbal),… more