- KeyBank (Akron, OH)
- …the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client ... support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience. + Performs… more
- DR Horton, Inc. (Panama City, FL)
- …financial projections. Act as the conscience of the division, involving fiduciary responsibilities, business process improvement, and challenging the thinking and ... the following. Other duties may be assigned. * Assume the fiduciary responsibility of enforcing the operating procedures and policies established by… more
- Robert Half Finance & Accounting (Bentonville, AR)
- …Prepare and review a range of tax returns, including corporate, partnership, fiduciary , and individual filings, ensuring accuracy and timeliness. * Supervise and ... tax management or a related role. * Proficiency in preparing corporate, partnership, fiduciary , and personal tax returns. * Strong knowledge of annual income tax… more
- First National Bank of Omaha (Fort Collins, CO)
- …affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- Robert Half Finance & Accounting (Des Moines, IA)
- …of investment activities across various portfolios, ensuring compliance with fiduciary responsibilities. This position offers an excellent opportunity to work ... Benefit (DB) and Defined Contribution (DC) plans, ensuring compliance with fiduciary standards. * Collaborate with committees, consultants, actuaries, and external… more
- Robert Half Legal (Hunt Valley, MD)
- …software tools. Responsibilities: * Prepare federal and Maryland estate tax returns, fiduciary income tax returns, and federal gift tax returns. * Complete Maryland ... administration. * Proficiency in preparing federal and Maryland estate tax returns, fiduciary income tax returns, and federal gift tax returns. * Familiarity with… more
- JPMorgan Chase (New York, NY)
- …+ Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive ... that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary , corporate and partnership income tax laws, with ability to apply… more
- US Bank (Gresham, OR)
- …market segment + Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services + In-depth level of knowledge of ... fiduciary services and compliance/regulatory reporting + Thorough knowledge of operations area and responsibilities + Strong analytical skills with emphasis in… more
- Robert Half Legal (Boston, MA)
- …to and from trusts. * Provide expert guidance on estate, gift, and fiduciary income tax matters, including strategic planning and execution. * Collaborate with ... * Expertise in preparing estate and gift tax returns and handling fiduciary income tax matters. * Familiarity with Massachusetts probate court processes and… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …mechanisms previously managed by the Louisiana Oilfield Restoration Association. As the fiduciary body responsible for holding and managing state resources tied to ... legislative appropriation, and full collateralization of balances. Ethical and fiduciary rules further require impartiality, segregation of duties, and transparent… more