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Analyzing proposals to modify or terminate trusts in order to assess the legal risk and working in conjunction with the Chief Fiduciary Officer and the partners on same; Providing legal counsel to management and business partners in our Wealth Management business on a broad range of trust and fiduciary matters, including review of trust documents, estate settlement matters, trust real estate matters, homestead issues, trust and estate litigation and complex trust/fiduciary legal issues.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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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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Job Responsibilities· Provide counsel and litigation strategies for clients in both transportation matters (including catastrophic loss, personal injury, cargo claims, products liability, and research and advice regarding regulatory compliance) and commercial litigation matters (including contract-related claims, real estate disputes, landlord/tenant issues, breach of fiduciary duty claims, fraud and misrepresentation claims, unjust enrichment claims, partnership disputes.
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The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is responsible for coordination and oversight of audit activities related to the fiduciary products and services within U.S. Bank's Wealth Management and Investment Services businesses.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
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The Georgetown University's Investment Office manages financial assets for the endowment and the university pension plan under the fiduciary oversight of a subcommittee of the Board of Directors.
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The Manager will supervise and provide leadership in connection with the fiduciary administration of all aspects of accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts.
$99,750 - $257,250Full-timeExpandUpdated 30 days ago - UpvoteDownvoteShare Job
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This position has primary fiduciary responsibility for initial and ongoing disclosure related to Tacoma Water's debt portfolio, rate and charge development, and the formulation of the enterprise budget authorization.
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The Fiduciary Specialist is responsible for supporting the Trust Officers by providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources and distribution channels.
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The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance. Responsibilities: Sell consulting and fiduciary services in the retirement space Provide expert advice on plan governance Engage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
$90,000 - $130,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Candidates are required to have an active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) to be eligible and considered for this role.
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HRI does this through the provision of knowledge, expertise, funding guidance, and fiduciary oversight of sponsored program funding for public health and research programs in concert with community partnerships.
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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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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
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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.
(student)ExpandUpdated 30 days ago
fiduciary job
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