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Significant experience managing vendor relationships and accompanying SLAs. Knowledge of fiduciary principles and basic ability to interpret trust and other estate planning documents. 5+ years' experience in unique asset/fiduciary-related work, including :Advanced knowledge of at least one asset class required (i.e., oil and gas, closely held businesses, promissory notes, etc.
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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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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 have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
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Experience with employee benefits and with defending ERISA and non-ERISA life, health, disability, and fiduciary claims preferred. Experience with employee benefits and with defending ERISA and non-ERISA life, health, disability, and fiduciary claims preferred.
$182,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Duties can include vendor contracting and oversight; implementation of benefit plan changes; support of compliance activities (Consolidated Appropriations Act of 2021, No Surprises Act, Mental Health Parity and Addiction Equity Act, & HIPAA); internal governance and fiduciary processes.
Part-timeRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred.
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ESSENTIAL JOB FUNCTIONS: Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. Our client is a National Law Firm and are seeking a Trusts & Estates Paralegal.
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Desire to participate as a business partner and ability to balance fiduciary responsibilities to numerous disparate stakeholders. The executive is expected to work with the firm to evaluate acquisition opportunities of companies which they would oversee as President & CEO post-close.
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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. We are seeking a Technician-Cath Lab Tech for a travel assignment in Phoenix Arizona.
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9 or more years current public accounting experience preparing and reviewing individual, fiduciary, flow-through, gift and foundation returns with related tax planning. CAPTRUST is seeking a National Tax Senior Manager who will work with team members to provide high-net-worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services.
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Portfolio Manager: Serves as the expert in the investment management for individuals, non-profit organizations and trust relationships utilizing effective investment strategies that maximize the return on investment of assets under management and meet fiduciary objectives for new and existing high net wealth clients.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Understand fiduciary concepts and the requirements to properly administer accounts. As a Wealth Management Associate, you will support our wealth management team and our clients with their needs.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Establishes and maintains effective working relationships with the client-assigned fiduciary and supervisor, client providers/vendors, attorney vendors, County Finance and Procurement Department Representatives, the Social Security Administration, the Veterans Administration, the Department of Economic Security, Medicare, the Arizona Health Care Cost Containment System and the public as a whole.
$29 an hourFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment) CFP® designation or CFA® designation. Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment.
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fiduciary job in Phoenix, AZ
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