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After 90 days we have benefits available which include: medical insurance, life insurance, paid vacation, sick time, holiday pay, and an IRA retirement plan. We have a clean record with the Better Business Bureau, and we are a qualified contractor with Arizona Public Service (APS.
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The Portfolio Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.
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Arizona State University Financial Specialist Sr. Sch Biological & Hlth Sys Engr Campus: Tempe 105030BR Job Description Candidates interested in a career with a focus on financial and project management are invited to apply to join the Ira A. Fulton Schools of Engineering (IAFSE) Research Operations team within the School of Biological and Health Systems Engineering (SBHSE.
$63,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office.
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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.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Tax planning and preparation of fiduciary income tax returns. Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.
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Job responsibilities:Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
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Management experience in public accounting firm. Required Background: Bachelor’s degree in Accounting or Finance Required, Masters in Tax a plus10+ years of tax experience in public accounting. Review and sign tax returns, and manage projects associated with individuals, partnerships, and S corporations.
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Examples of the topical domains included under the remit of this role are Fiduciary Risk, Human Resources, IT, Finance, Data, and Vanguard’s exemptive relief. Examples of the topical domains included under the remit of this role are Fiduciary Risk, Human Resources, IT, Finance, Data, and Vanguard’s exemptive relief.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Self-starter with ability to multitask and complete assignments within deadline constraints. Supervise, train, and mentor staff, seniors, and supervisors. Professionalism, dependability, integrity, trustworthiness, and cooperative attitude.
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Excellent project management, analytical, interpersonal, oral and written communication skills. Provide tax planning and consulting to individuals and businesses. Ability to work as part of a client service team with staff, managers, and partners.
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Knowledge of inventory stocking procedures Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Wellness Resources Profit Sharing We have the 4 C’s that make your job a career.
$41,600 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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To provide members and prospective members the full range of products and services offered by the client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards.
$19 an hourFull-timeExpandApply NowActive JobUpdated Today
ira fiduciary jobs in Mesa, AZ
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