- KeyBank (Portland, ME)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset...and good working knowledge of estate, gift, and GST tax and fiduciary income tax .… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager ...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Edward Jones (Tempe, AZ)
- …fiduciary services. We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting with ... allocation and construct a portfolio that aligns with the client's objectives. The senior portfolio manager will have ongoing communication with both financial… more
- Robert Half Finance & Accounting (Modesto, CA)
- Description Key Responsibilities: Manage and review individual, corporate, partnership, and fiduciary tax returns Oversee tax planning and compliance for a ... with tax laws Mentor and train staff accountants and senior tax associates Coordinate and manage multiple engagements and deadlines simultaneously Ensure… more
- BMO Financial Group (West Palm Beach, FL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- CVS Health (Woonsocket, RI)
- …And we do it all with heart, each and every day. **Position Summary:** Sr Manager , HR Retirement & Benefits is a mixed role that supports the HR Retirement and ... between the trustee, investment advisor(s), consultants and recordkeeper for fiduciary oversight, investment changes and related issues including preparing… more
- Robert Half Finance & Accounting (Sioux City, IA)
- Description We are looking for an experienced Senior Manager to join our client's team in Sioux City, Iowa. This position offers the opportunity to lead client ... and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic business… 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 ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more