- 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
- S&P Global (Centreville, VA)
- …improvements. + **Strong compliance knowledge:** Expertise in global payroll compliance, tax regulations, statutory reporting, and fiduciary obligations. + ... oversight of payroll governance, internal controls, audit readiness, and fiduciary responsibilities across all jurisdictions. + **Vendor & Technology Management:**… more
- Robert Half Legal (Stoughton, MA)
- …office. Responsibilities: * Represent clients in complex litigation cases, including fiduciary duty matters, partnership disputes, and business litigation. * Provide ... and foreclosure defense. * Guide clients through eminent domain issues and tax lien releases. * Handle commercial and residential landlord/tenant disputes with… more
- Oracle (Atlanta, GA)
- …highly valued business partners. Our primary areas of focus include: + ** Fiduciary Excellence:** Preparation and oversight of all accounting records for the ... entities are operating in compliance with Oracle's policies and procedures + Fiduciary responsibility and accountability for the audits of the statutory financial… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- Bank of America (Denver, CO)
- …a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services required through extensive related work ... experience. + Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. + Knowledge of fiduciary standards,… more
- State of Massachusetts (Chelsea, MA)
- …full-time seasonal work_? We are hiring seasonal clerks to assist with the tax filing season (approximately 2-3 months starting in March). Full-time schedule is as ... a manner that inspires public confidence in government by administering and enforcing tax , child support and municipal finance laws in ways that are innovative,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …settlements in accordance with statutes and regulations. + Participates in the income tax planning and preparation process, performs such tax planning functions ... as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. + Interacts with Financial Advisors and… more
- US Bank (Nashville, TN)
- …(working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, ... and trust and fiduciary advisory, with a special focus on Risk Management....for the client's financial status using the most advanced tax , wealth transfer, business structure and protection strategies, and… more
- The Cigna Group (Philadelphia, PA)
- …corporate transactions, provide counsel to internal clients relating to ERISA, tax and compensation legal matters, and ensure compliance with applicable benefits ... and restrictive covenant agreements + Address benefits and compensation-related tax issues including non-qualified deferred compensation matters under IRC Section… more