- 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
- 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
- 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
- Raymond James Financial, Inc. (New York, NY)
- …+ Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. + ... the Financial Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax ...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- Robert Half Legal (Omaha, NE)
- …managing client relationships, and ensuring compliance with estate and gift tax laws. Responsibilities: * Provide comprehensive counsel to clients, encompassing all ... wills, trusts, and powers of attorney. * Collaborate with clients' financial and tax advisors to develop comprehensive estate plans that align with their personal,… 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
- 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
- US Bank (Charlotte, NC)
- …(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
- Whitney Young Health Center (Albany, NY)
- …plan, union and other employee funds as required. Oversees filing of payroll tax reports and payment of employee benefits. + Directs preparation and reviews monthly ... oversee review of, and submit all federal, state and local corporate, and other tax returns and related reports, and ensure ongoing compliance with applicable tax… more