- Robert Half Finance & Accounting (Chicago, IL)
- …notices, as needed. + Within six months, manage the annual calculation of after- tax investment returns for each of our underlying partnership investments ... for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions. + Within… more
- KeyBank (New York, NY)
- …Wealth team to identify and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as any other ... beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to... planning issues + Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues… more
- Bank of America (San Jose, CA)
- …having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive ... + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment Management ...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- City National Bank (San Diego County, CA)
- …with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code * Demonstrated strategic ... Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management , and planning opportunities in estate and personal… more
- TIAA (Boston, MA)
- …Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax , and regulatory requirements that ... to support complex gift planning initiatives and the resolution of gift administration, tax , and investment issues on specific client accounts. + Reviews and… more
- JPMorgan Chase (San Francisco, CA)
- …resource to clients * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients ... individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to… 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...quarterly basis and prepare ad hoc calculations + Review management fee calculations + Assist audit and tax… 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 ... Engineer of Record, you'll oversee planning, design, and construction management , ensuring reliability and efficiency. Enjoy independence, leadership opportunities,… 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 ... basis + Review management fee calculations + Collaborate with audit and tax professionals to support year-end audit and tax reporting processes + Prepare… more