- Truist (Richmond, VA)
- …I engages with Business Unit leadership, primarily within Truist Wealth Brokerage and/or Fiduciary lines of business, in their management of risks and controls as ... overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General Description of Available Benefits for Eligible… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. + Review and… more
- Regions Bank (Hoover, AL)
- …administration of trusts, IRAs, and IMAs, ensuring account administration follows fiduciary principles + Conducts Annual Administrative and Compliance Reviews for ... discretionary distribution process, communicating with partners when necessary + Handles annual tax coordination, fee set up, and daily cash management + Ensures all… more
- Opportunity International (Chicago, IL)
- …guidelines. + Responsible for proper procedures to ensure the organization maintains its tax -exempt status, including timely filing of 990 tax returns, state ... registrations, payroll tax reports, value-added tax , and sales tax reporting. + Manage...accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan… more
- Meta (New York, NY)
- …HIPAA and benefit corporate governance, alongside advice on NORAM employment tax , stock and payroll issues. **Required Skills:** Associate General Counsel, ... implementation, and administration of Meta's NORAM employee benefits plans, including: tax -qualified retirement plans, health plans, and various welfare and fringe… more
- Hills Bank (Cedar Rapids, IA)
- …administration and estate planning. + Assist with the preparation and filing of tax returns and other regulatory filings required for personal or charitable trusts. ... in accounts under their direct administration are given proper tax codes, have a general knowledge of tax...legal counsel where the bank is named in some fiduciary capacity. Business Development: (15%) + Sustain and develop… more
- Cape Abilities, Inc. (Yarmouth, MA)
- …closely with the Controller, Staff Accountant, the Revenue Accountant, and the Fiduciary Accountant. * Monitoring and reporting daily activity and balances for all ... bond payments, facilities mortgages and leases, and vehicles and equipment financing. Tax and compliance support: overseeing timely and accurate submission of state… more
- Edward Jones (Dallas, TX)
- …team and other internal home office subject matter experts (ie- tax , estate, investment management, business owner, executive compensation, insurance) and external ... subject matter experts to deliver a personalized holistic financial plan with tax and legal advice (via external relationships). **What You Will Do:** + Partner with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …trusts 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