- 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
- Robert Half Finance & Accounting (Cohoes, NY)
- …financial statements; working with external investors; financial modeling; budgets and forecasts; tax planning and avoidance; assist in putting deals together; ... serve as a member of senior management to include: interfacing with company owners, mentoring staff, and helping the company continue to grow and expand. Requirements Qualified candidates will have a BA in Accounting or Finance and 7-10+ years of experience as… 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
- Hantz Group (Marquette, MI)
- …on what's most important for their families. Areas of Focus: + Asset Management + Financial Planning and Retirement + Insurance + Tax Strategy and Planning + ... Cash Flow Analysis + Debt Strategies + Estate Planning + Property and Casualty Insurance The Holistic Approach...Property and Casualty Insurance The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one's… more
- Exploratorium (San Francisco, CA)
- …+ Extensive knowledge of fundraising principles, techniques and ethics; understanding of tax and estate planning laws related to charitable giving; knowledge ... building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and...maintain a comprehensive knowledge of planned giving vehicles and tax laws related to charitable giving + Develop and… more
- JPMorgan Chase (New York, NY)
- …in the US Private Bank, you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and met through a ... + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to...referrals + Strong knowledge of US and local transfer tax law and local substantive trust law, with the… more