- J&J Family of Companies (New Brunswick, NJ)
- …more at https://www.jnj.com **Job Function:** Finance **Job Sub** **Function:** Tax **Job Category:** Professional **All Job Posting Locations:** New Brunswick, ... Description:** Johnson & Johnson is seeking an experienced **Associate Compensation & Benefits Tax Counsel.** This role is located in New Brunswick, New Jersey. This… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax returns, as well as providing tax ...and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust… more
- Wipfli LLP (Denver, CO)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- Wipfli LLP (Southfield, MI)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
- JPMorgan Chase (Newark, DE)
- …Skills and Capabilities + Bachelor's Degree required + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with… more
- Bank OZK (Dallas, TX)
- …divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on long-term ... fiduciary and investment relationships with business owners, nonprofits, municipalities,...design, and institutional investment management. + Comprehensive knowledge of tax laws and investment plan laws that relate to… more
- State of Colorado (Denver, CO)
- …benefits strategy aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents. Governance and ... Fiduciary Responsibilities + Serve as fiduciary leader...403b plan and a 457 deferred compensation plan. + Pre- tax savings plans, such as Health care and Dependent… more
- JPMorgan Chase (Dallas, TX)
- …to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled ... and holding recommendations, and ensure compliance with banking regulations and fiduciary standards. **Job Responsibilities:** + Work with internal teams and… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... their goals. 4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect meetings, individually… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment ... trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services for clients; + Administer multi-generational trusts,… more