- Robert Half Management Resources (Walnut Creek, CA)
- …of 7 years of experience in tax preparation and accounting * Proficiency in fiduciary , trust , and estate tax processes * Strong expertise in individual and ... Section 199A provisions to optimize tax strategies * Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail * Provide… more
- JPMorgan Chase (Summit, NJ)
- …Cross Selling and Retention skills + Strong computer skills including proficiency with trust accounting system + Experience with JPMorgan fiduciary platform a ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...When JPMorgan is appointed as corporate trustee of a trust , whether created by a client during his lifetime… more
- Bank of America (Denver, CO)
- …financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services ... tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through… more
- Robert Half Accountemps (Chicago, IL)
- …to provide exceptional client service and resolve operational inquiries. * Monitor trust activities to ensure adherence to fiduciary standards and regulatory ... Description We are looking for a detail-oriented Trust Accountant to join our team on a...work effectively within a team. * Solid knowledge of fiduciary standards and regulatory requirements. * Analytical mindset with… more
- KeyBank (Brooklyn, OH)
- …overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's ... focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients.… more
- Commerce Bank (St. Louis, MO)
- …duties as assigned Knowledge, Skills & Abilities Required + Knowledge of fiduciary responsibilities, typical trust provisions, various types of investment ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management... is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor… more
- Berkshire Bank (Boston, MA)
- …direction and guidance to business associates on investment advisory and trust administration compliance issues, including fiduciary responsibility, advisory ... risk, investment risk, regulatory risk, and related areas. + Knowledge of trust accounting and administration, financial advising and fiduciary practices for… more
- JPMorgan Chase (New York, NY)
- …Investment Advisers Act of 1940, and/or US insurance regulations + Knowledge of fiduciary duties, trust law, and/or ERISA regulatory requirements + Intellectual ... curiosity and adaptability to tackle emerging legal challenges in rapidly evolving areas of law JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's… more
- Robert Half Finance & Accounting (Timonium, MD)
- …calculations, and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial ... projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on an as needed… more
- State of Colorado (Denver, CO)
- …benefits strategy aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents. Governance ... to key leaders. University of Colorado Health and Welfare Trust + Serve as trustee for the University of...and Fiduciary Responsibilities + Serve as fiduciary leader for CU retirement plans. + Serve as… more