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Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Knowledge of US banking/financial regulations and business acumen, including but not limited to Banking Services, Fiduciary, Asset Management, or Broker Dealer. Professional certifications (CPA, CIA, CISA, CISSP, Series 7, CFE, CAMS) preferred.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$119,595 - $154,770 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - 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.
$809 a weekExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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JOB DESCRIPTION Tax AccountantCompany Description:Company is an independent and specialized consultancy firm catering to the fiduciary and succession needs of HNWI, their families, and businesses.
Up to $75,000 - $95,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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TotalMed Staffing is seeking an experienced Cardiovascular Operating Room Registered Nurse for an exciting Travel Nursing job in Weston, FL. Shift: 3x12 hr PMs Start Date: 04/29/2024 Duration: 13 weeks Pay: $2403.68 / Week Registered Nurse - Cardiovascular Operating Room | RN - CVOR | Weston, Florida | $2403.68 Weekly Job Description TotalMed is seeking a Registered Nurse - Cardiovascular Operating Room for a travel assignment in Weston, Florida.
$2,403.68 a monthExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Conduct reviews of complex federal, state, and local tax returns for S-Corp., partnership, C-Corp., individual, and fiduciary clients. CPA and/or JD required; MT/MST and/or LLM in tax preferred.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We provide financial services on a fee-only basis, acting as a fiduciary for our clients. This is what it truly means to be a fiduciary. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate.
$150,000 - $200,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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They will assist in providing the leadership required to achieve the fiduciary and quality goals for the Food and Beverage operation. Find out today what a career with Pyramid Hotel Group at the Fort Lauderdale Marriott North can mean for you.
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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.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Serve as a fiduciary for the company including identifying and reporting to the company any material information or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Keeps assigned Portfolio Officer and/or Fiduciary Wealth Advisor informed of necessary money movements and transactions. Proactively resolves client requests and refers complex inquiries to assigned Portfolio Officer and/or Fiduciary Wealth Advisor.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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2+ years related experience in finance, sales, account management and/ or collections required. Discounts on Parks, Museums, Movie Tickets, and Attractions. Equal access to employment, services, and programs is available to all persons.
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Supervise other Tax staff assigned to Estate, Gift and Fiduciary client tax engagements. - Research and consult on various estates, gift, fiduciary and income tax-related issues that impact clients- Review trust documents, Last Will and Testaments, Buy Sell agreements and other estate planning documents.
ExpandApply NowActive JobUpdated 9 days ago
fiduciary job in Miami Beach, FL
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