- 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
- City National Bank (Irvine, CA)
- …Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought ... *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced,...and close ESOP loans in the middle market, including senior and subordinated debt structures. * Strong credit and… more
- Truist (Raleigh, NC)
- …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
- Access Dubuque (Dubuque, IA)
- …in our Waverly branch** and play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer, you will ... manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with care and precision. You'll be… more
- Robert Half Management Resources (Dallas, TX)
- Description We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented ... expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play… more
- Columbia Bank (South Jordan, UT)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village,...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
- TIAA (Boston, MA)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... The Senior Planned Giving Technical Consultant job provides expert...direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,… more
- Toyota (Plano, TX)
- …plans and savings plan assets totaling $18 billion. Reporting to the Group Manager , Treasury and Investments, the person in this role will support the Treasury ... to ensure the Plan is governed according to the fiduciary standards of ERISA and benefit payment obligations are...and Pension Governance Committee on policy, asset mix, investment manager selection and investment manager termination. Stay… more
- Comerica (New York, NY)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or… more
- EMCOR Group (Manchaca, TX)
- …Job Title: Chief Financial Officer Reports to: President (with functional and fiduciary reporting to CFO, EMCOR Construction Services) Location: Manchaca, TX FLSA ... documents as needed and ensure that changes in labor rates, insurance rates and tax rates are communicated timely and accurately. + Review contracts and leases prior… more