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The successful candidate will be a self-starter who thrives amidst an ever-changing and unpredictable work environment and will have demonstrated skills in the areas of student support, detail oriented, multi-tasking, fiduciary responsibilities, and programming.
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What you’ll doAs a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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Investment Services Group ("ISG") manages simple to moderately complex investment portfolios for primarily fiduciary (irrevocable and revocable trust) accounts as well as agency and IRAs and provides investment-related sales and process solutions for the Private Wealth footprint.
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We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. After receiving the call from the dispatcher, the EMT B drives the ambulance to address or location given, using the most expeditious route, depending on traffic and weather conditions.
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Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans.
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As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Job Description The Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. The Fiduciary Wealth Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals.
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Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients' evolving portfolio, fiduciary, and stewardship requirements.
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Provide expert advice, information, and specialized training to the Wealth Management Risk Manager (WMRM), governance committees, senior leaders, and team members on complex risk management and fiduciary compliance issues.
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Registered Nurse - Infusion | RN - I | Oklahoma City, Oklahoma | $1973.41 Weekly. As a minority-owned and JCAHO certified company, we are a healthcare staffing agency that offers flexible staffing solutions such as: per diem, local contract, travel nursing, contract-to-hire, and direct placement.
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Serve as one of the legal advisors to the Empower Investments leadership team, advising on various topics, including but not limited to: stable value product issues, insurance product development, administrative support services and insurance investment products offered to employee benefit plans and participants, including analysis of ERISA, tax and insurance regulatory compliance issues, and Empower investment management entities regarding fiduciary matters.
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This position will also work closely with the VP, Legal and Compliance regarding the company’s EPLI coverage, and coordinate with the broker for the company’s fiduciary and E&O policies. Administer workers’ compensation, EPL, fiduciary and E&O insurance policies.
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In this position, you will also lead in the formation of investment outlook, content and advisor/agent education; participating the due diligence and fiduciary oversight responsibilities of various IPS investment/product platforms; creating and establishing State Farm’s footprint and point-of-view on investing for State Farm agents and retail customers.
$120,000 - $220,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Recruiting for this role ends on June 1, 2023 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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fiduciary job
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