- Lincoln Financial (Charlotte, NC)
- …Lincoln's General Account Invested Assets on a Statutory, GAAP, Management & Tax basis. They will perform complex research, analysis, & proper accounting treatment ... of Lincoln's derivative investment positions to support strategic investment operations,...of derivative assets under applicable Statutory, GAAP, Management & Tax basis. + Provides subject matter expertise on derivatives… more
- KeyBank (New York, NY)
- …specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues by keeping current as to ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment , estate planning, business succession or fiduciary… more
- Shuvel Digital (Washington, DC)
- POSITION OVERVIEW The Washington Area Community Investment Fund (Wacif) seeks a dynamic and experienced full-time Chief Financial Officer (CFO) to join our team. As ... Officer (CEO) SUPERVISES: Director of Finance and Financial Planning & Reporting Manager DUTIES & RESPONSIBILITIES + People Management + Set clear and achievable… more
- Atria Wealth Solutions (Corning, NY)
- …analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities ... Program Manager and trains, if necessary, with Program Manager . + Drives investment and program integration initiatives with credit union assigned program… more
- City National Bank (Irvine, CA)
- …with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code * Demonstrated strategic team ... (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust… more
- TIAA (Boston, MA)
- …to support complex gift planning initiatives and the resolution of gift administration, tax , and investment issues on specific client accounts. + Reviews and ... provides expert advice to the department's management and staff regarding legal, tax , and regulatory requirements that affect charitable gift planning and the… more
- City of Boise (Boise, ID)
- …Retirement and Investment Plans: + PERSI retirement benefits + 401(k) or 457b pre- tax investment options with employer match. + 457b Roth after- tax ... savings account. + Retirement & Investments: PERSI retirement benefits, 401(k) or 457(b) pre- tax options with employer match, and 457(b) Roth after- tax options.… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... across our private equity fund of funds, secondary investments, co- investment and direct investment areas, including private...+ Review management fee calculations + Assist audit and tax professionals in year-end audit and tax … more
- Bank of America (San Jose, CA)
- …knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Neuberger Berman (Chicago, IL)
- …focus, supporting the Business Team, working closely with the dedicated General Counsel and Tax Manager , and is supported by dedicated Ops Team professionals. We ... strategies is required, with a strong knowledge of related tax structuring / issues / challenges, and an understanding...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more