- JPMorgan Chase (Palo Alto, CA)
- …or CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...sacrifices integrity and works in the clients' best interest ** Preferred qualifications, capabilities, and skills:** + Series 7 &… more
- MTA (New York, NY)
- …and PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with external bond counsel firms including tax ... of specific underwriter assignments. + Work closely with MTA's Municipal Advisor (s) in analyzing proposals. + Design and progress financial strategies to… more
- Bank of America (Washington, DC)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Bank of America (Newport Beach, CA)
- …The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital ... developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …client acquisition. We are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service Associate specializing in ... base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand client goals,… more
- HCA Healthcare (Nashville, TN)
- …Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, ... Unit(s) Project team (including Leadership) and is a trusted advisor while reporting centrally to F&A in order to...compliant with taxing legislation by working with ITG Corporate's Tax Expert. * Reconcile specific Balance Sheet accounts monthly.… more
- JPMorgan Chase (Newark, DE)
- …oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with beneficiaries and ... services firm. **Job Responsibilities** + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services +… more
- City National Bank (Wilmington, DE)
- …or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are ... and review gain/loss reports for clients and intermediaries. Research tax deficiency notices. Estimate taxes and allocate tax...& PowerPoint) * JD, LLM or other legal designation/degree preferred * Completion of Trust Certificate and/or CTFA … more
- ADP (Miami, FL)
- …PEO clients remain compliant with all Federal, State, and Local employment and tax laws. As a result, Payroll Business Partners must closely monitor, evaluate and, ... for success! This role is responsible for acting as a trusted payroll advisor and client service professional by providing timely and accurate advice around payroll… more
- ADP (Manasquan, NJ)
- …human resources technology, offering the latest AI and machine learning-enhanced payroll, tax , human resources, benefits, and much more. We believe our people make ... here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business… more