- Robert Half Legal (Philadelphia, PA)
- …and inheritance tax returns. Coordinate with accountants for income and fiduciary return preparation, facilitate tax payments and beneficiary distributions, and ... prepare fiduciary accountings with moderate attorney supervision. Prepare Federal gift tax returns. Support delivery of family office services for a customized… more
- The MITRE Corporation (Mclean, VA)
- …a positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing good financial ... for the customer and for MITRE as a whole. + As part of that fiduciary perspective, the Finance BP must ensure strong operating financial controls and adherence to… more
- CVS Health (Woonsocket, RI)
- …between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing ... and optimize workflow of investment activity needs. + Assist in fiduciary oversight matters, including support of Investment Subcommittee meetings. + Manage… more
- Truist (Atlanta, GA)
- …Compile tax documents and information for the preparation of estate, fiduciary and final income tax returns. QUALIFICATIONS Required Qualifications: The requirements ... Qualifications: 1. Undergraduate degree 2. Trust School attendee or graduate 3. Fiduciary experience a plus **General Description of Available Benefits for Eligible… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- Principal Financial Group (Charlotte, NC)
- …Activating aggregator/home‑office lists, and converting advisor pipelines through fiduciary ‑aligned, consultative selling. **Territory Strategy & Coverage** + ... income), backed by attribution, fees, and peer benchmarking. + Provide fiduciary tools/reports (eg, Fi360 scoring, fee benchmarks, product evaluators) to support… more
- Columbia Bank (Boise, ID)
- …solutions that maximize the return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book of business within a team ... and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all bank regulations for assigned… more
- PNC (Phoenix, AZ)
- …across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate Sr also partners with Advisors/Leaders on any ... Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Process Management… more
- Robert Half Legal (Potomac, MD)
- …and court officials. * Assist in preparing tax-related documentation for estate and fiduciary returns, such as Form 706 and Form 1041, in collaboration with ... physical file management. * Familiarity with tax-related documentation for estate and fiduciary returns. * Ability to work collaboratively with attorneys, CPAs, and… more
- Commerce Bank (St. Louis, MO)
- …+ Experience working with high-net-worth clients in an advisory and fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust ... Fiduciary Advisory (CTFA) designation preferred **Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying,… more