- Lowe's (Charlotte, NC)
- …daily operational challenges, conduct portfolio level operational reviews to ensure fiduciary accountability, and prepare executive communications with a focus on ... transparency. To be successful, the individual in this role must have proven experience working closely with executives in a fast-paced environment and applying strong consultative skills, including business acumen, customer empathy, and collaboration across… more
- BlackRock (Boston, MA)
- …Investment products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace ... data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients + Broaden our reach to more advisors through leveraged events + Employ a collaborative approach to partner with various internal… more
- KeyBank (Brooklyn, OH)
- …and governance committees), etc. Moreover, partnering with the LOB while balancing the fiduciary oversight role is important. This role is expected to promote an ... organizational culture that encourages acknowledgement and recognition of compliance risks and places a high priority on risk management. **Essential Functions** + Serve on a team that provides an independent Second Line of Defense approach to oversee the… more
- Wipfli LLP (Southfield, MI)
- …provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed… more
- The Hartford (Houston, TX)
- …include primary and excess Directors' & Officers' Liability, Employment Practices Liability, Fiduciary Liability and Fidelity coverage lines. We'll Be a Good Match ... if You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing the data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …of Federal Income Tax and Federal Income Tax Return * Ability to handle Fiduciary Income Tax Return * Experience in preparing Income Tax Return * Ability to ... handle Individual Tax Return * Knowledge of Lacerte Tax Software Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and… more
- Wipfli LLP (Bedford, NH)
- …and in some instances both. Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed Audit Specific:… more
- BlackRock (San Francisco, CA)
- …relationships across all aspects of an advisor's business + Deliver fiduciary and investment insights through portfolio construction conversations + Provide support ... to regional sales teams including scheduling meetings with clients, pre-meeting preparation for client meetings and client follow up, coordinated territory coverage, promotion of specific product or marketing campaigns and assist with problem resolution… more
- Wipfli LLP (Wausau, WI)
- …tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed Audit Specific:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Wealth Planning, Investment Solutions, Insurance Solutions, Capital Markets, Institutional Fiduciary Solutions, and Private Institutional Clients (PIC). Within the ... Investment Solutions division, two key teams-Product Partner Relations (PPR) and Mutual Fund/ETF Research (MFER)-collaborate to deliver industry-leading investment solutions. Together, they combine deep relationships with third-party asset managers, strategic… more