- Truist (Atlanta, GA)
- …of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- UMB Bank (Dubuque, IA)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... advice delivery and operational best practices. + You have knowledge of investment, tax , estate planning and transfer of wealth strategies. + You have proficiency… more
- Robert Half Legal (Los Altos, CA)
- …for real property transfers, including grant deeds and quitclaim deeds. * Create fiduciary reports and accountings to ensure compliance and accuracy. * Review and ... prepare Estate and Gift Tax returns with attention to detail. * Maintain organized physical and electronic client files for seamless access and management.… more
- MillerMusmar CPAs (Reston, VA)
- …account aggregation + Collaborating to enhance client experience + Serve as fiduciary advisor managing accounts according to our firm's strategies + Handle trading ... needs & account management + Comfort in using advanced financial planning and tax modeling software (training provided) + A desire for long-term income growth and… more
- Amazon (Arlington, VA)
- …of AWS and Amazon. In this role, you will be responsible for balancing fiduciary responsibility for the procurement in the context of competing priorities. Key job ... and vendor relationship. - Coordinate cross-functional teams including Legal, Finance, Tax , and Business stakeholders to execute procurement agreements - Develop and… more
- University of Rochester (Brighton, NY)
- …and scope of practice, medical staff credentialing and privileging, tax -exempt organization rules and regulations, and/or graduate medical education. Preferred ... governing boards and senior executives such as corporate governance and fiduciary duties, ethics, and legal compliance, and strategic transactions. Preferred… more