- CIBC (Boston, MA)
- …Research client inquiries and bring about timely resolution. + Run client statements, tax reports and ad hoc reports. + Provide documentation for clients' annual ... reviews. + Manage clients' tax payments, annual IRA contributions/required minimum distributions. + Willingness...have a Bachelor's degree and/or 2-3 years' experience in trust and/or investments. Internship in Wealth Management a plus.… more
- Bureau of Reclamation (Page, AZ)
- …have no convictions. This information will be verified through the Public Trust Background Investigation. Firearm Proficiency. Upon completion of the intensive basic ... or first-post-of-duty relocation expenses are authorized, as applicable. The Tax Cuts and Jobs Act (TCJA), signed into law...This position is designated as a HIGH RISK Public Trust position. It requires a fully completed and favorably… more
- Citigroup (New York, NY)
- …experience required. Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong ... on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession planning *Charitable planning… more
- TEKsystems (New Cumberland, PA)
- …anywhere in the US Candidates must be US Citizens and will get a Public Trust . In this role, you'll be responsible for providing expertise and support for SAP ... be eligible to obtain a US security clearance (Public Trust ) for this position Specific skills, knowledge, and abilities:...Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre- tax and Roth post- tax contributions available *… more
- TEKsystems (New Cumberland, PA)
- …travel 25-50% Must be eligible to obtain a US security clearance (Public Trust ) for this position Specific skills, knowledge, and abilities: Must be a self-starter ... and skill sets. Skills TM, Sap, implementation, communication, public trust Top Skills Details TM,Sap,implementation Additional Skills & Qualifications Must… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …and fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and audits + Communicate with ... estates. This role involves direct client interaction, document preparation, and estate/ trust accounting. In addition to their many other company benefits, this… more
- Citigroup (Los Angeles, CA)
- …of real estate finance, affordable housing development, the intricacies of tax credit structures, and broader loan operational processes. The individual will ... legal documentation, including loan agreements, partnership agreements, deeds of trust , regulatory agreements, and intercreditor agreements, to ensure all conditions… more
- Banc of California (Chicago, IL)
- …Responsible for spreading operating history, personal and entity financial statements and/or tax returns, as applicable and required for both existing customers and ... courses on time. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- Robert Half Finance & Accounting (Chicago, IL)
- …with Chicago's top companies. Overview The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business ... and other activity. * Preparation and review of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of… more
- Kuehne+Nagel (Jersey City, NJ)
- …payrolls + Maintain adherence to federal, state, and local payroll laws and tax regulations, reducing risk and ensuring legal integrity + Provide direction and ... needed + Provide responsive support for payroll inquiries fostering trust and satisfaction among employees + Assist manager with...years + Update employee records to provide for garnishments, tax levies, and child support orders, as well as… more