- Georgetown Univerisity (Washington, DC)
- …with review by the University's Office of General Counsel, Risk Management, Tax , Compliance, Planning and Facilities, and Information Services departments, as ... excellence, innovation, and a vibrant campus life. We achieve this by: Planning and managing the physical infrastructure of our historic campus, ensuring its… more
- Edward Jones (West Palm Beach, FL)
- …partnering with our branch teams to provide ongoing client services including holistic financial planning , tax and estate planning services via trusted 3rd ... strong background in the many complex needs of financial planning as well as a deep desire to put...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
- JPMorgan Chase (Miami, FL)
- …International Private Bank, you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and met through ... + Serves as an advisor to clients on personal planning matters with respect to a client's global wealth,...businesses + Strong knowledge of US income and transfer tax laws; a working knowledge of international tax… more
- CIBC (San Francisco, CA)
- …in trust and account administration and/or investments + Experience in personal tax , financial planning or investment management + Strong client service ... transaction processing (checks, ACH, wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Supervise all aspects of… more
- First Horizon Bank (Coral Gables, FL)
- …depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning , asset management ... Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/ tax changes, and appropriate actions for the client. Combines technical… more
- Auburn University (Auburn, AL)
- …as the university's needs. + **Adaptive Industry Trends:** Keep on top of changes in tax laws, estate planning , and charitable giving trends to provide the best ... + **Purpose:** Guide donors and their advisors in shaping tax efficient philanthropic vision, helping them set impactful goals...a network of peers in the fields of gift planning and advancement. + **Innovation:** Contribute to the creation… more
- Comerica (Dallas, TX)
- …on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning , cash flow analysis and budgeting, and risk ... management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Position Responsibilities: Meet revenue growth, profitability and client retention goals by acquiring… more
- US Bank (Portland, OR)
- …knowledge of the charitable landscape and all laws pertaining to charitable strategies and tax planning options + Ability to partner with colleagues to brand and ... deliver unique perspective on charitable solutions + Demonstrated leadership and communication skills + Ability to lead and facilitate collaborative partnerships across business lines + Strong product and project management capabilities + Well-developed… more
- Robert Half Finance & Accounting (Willingboro, NJ)
- …GAAP and other regulatory requirements, facilitating training and development opportunities, tax planning , and overseeing the integration of acquisitions into ... accounting systems. The ideal Assistant Controller for this role must have knowledge of GAAP, current industry trends, and excellent auditing skills. Your responsibilities . Oversee the daily cash flow process . Prepare financial packages . Coordinate the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …provides a full suite of services-including investment management, financial reporting, tax planning , and philanthropic support-to high-net-worth individuals and ... families. With a strong focus on long-term value, discretion, and partnership, the organization fosters a collaborative and inclusive culture where employees can make a meaningful impact. Position Overview: The Associate will play a key role in supporting the… more