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Knowledge of multiple aspects of Wealth Impact Planning and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Performs technical tax preparation of all high net worth tax returns, including individual and fiduciary returns. We are currently hiring for a Fully Remote Senior Tax Associate for the High Net Worth Services team to serve clients' tax and family office service needs.
$120,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Provide professional oversight, on behalf of The Regents as Trustee, for fiduciary responsibilities of The University’s charitable planned giving program throughout the fiscal year. Coordinate all planned giving issues with University legal counsel, such as adherence to the California Probate Code.
$178,100 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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We have handled cases involving claims alleging breach of contract, discrimination of all types, sexual and other harassment, whistleblowing, retaliation, wage/hour violations, trade secret theft, noncompetition agreements, employee raiding, stock and stock option disputes, and officer fiduciary duties.
Full-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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The ideal candidate must be able to bring empathy, diplomacy, vision and problem solving to their work, being responsive to community input while being able to oversee multiple compliance requirements and exercising fiduciary responsibility over governmental funding streams.
$215,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The ideal candidate will have at least one (1) to seven (7) years of complex commercial litigation experience representing companies in a variety of federal and state litigation matters, including financial fraud; securities; breach of contract; breach of fiduciary duties; partnership disputes; shareholder disputes; loan disputes; construction litigation, and UCC litigation.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Senior Underwriter, Private Company Management Liability (D&O, EPL, Fiduciary Liability, and Crime) will act within established guidelines and market to analyze, review, evaluate, and monitor new and renewal accounts for our Private Company Management Liability Practice.
$160,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities. Experience in working with external custodians, such as Charles Schwab and Fidelity.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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 spaceProvide expert advice on plan governanceEngage in direct (B2B) sales with Retirement Advisors, RIAs, Wirehouses, etc.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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10 + years work experience in tax compliance, specialization in individual, fiduciary, estate and gift taxation. Specifically, Federal and State Individual and Fiduciary tax returns. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Coverages include: Directors and Officers Liability, Employment Practices Liability, Crime, Fiduciary Liability, and Kidnap/Ransom. Effectively use the Aon FSG claims administration function and engage the claims and legal advocacy group for claim administration and counsel as per established protocols and as advised by senior team member.
$225,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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What you’ll need to succeed Proven underwriting experience in management liability (D&O, EPL, Fiduciary, K&R) and a successful record of selling products to clients preferably in the private non-profit space.
$172,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy. High Net Worth Tax Senior Manager. 7 + years prior experience working in the tax department of a public accounting firm.
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Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.
$180,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
fiduciary job in San Francisco, CA
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