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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.
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Highly rated business and fiduciary services law firm based in Florida is seeking a highly motivated, experienced, capable and committed commercial litigation attorney to join their tea. Highly rated business and fiduciary services law firm based in Florida is seeking a highly motivated, experienced, capable and committed commercial litigation attorney to join their tea.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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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 Respiratory Therapy-Respiratory Therapist for a travel assignment in Orlando Florida.
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Maintain comprehensive knowledge of planned giving instruments and fiduciary responsibility requirements for stewardship and management of trust and life-income arrangements. Education/Training Bachelor’s degree in Finance, Business Administration, Accounting or related field Licensure/Certification Certified Public Accountant (CPA) or Master’s Degree in Finance, Business Administration, Accounting or related field may substitute for up to two (2) years of the required experience.
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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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10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
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Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment) At Schwab, we're committed to empowering our employees' personal and professional success. Active and valid FINRA Series 7 license.
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Manage inventory and program compliance while exercising a high level of fiduciary duty in financial matters. Passion and knowledge of wine, wine regions, and the wine industry (CSW/WSET a plus.
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KEY RESPONSIBILITIES Sales & Relationship Management: Drive sales growth within the assigned territory by building and maintaining strong relationships with Beverage Buyers, Marketing, and Purchasing Teams at regional and HQ levels, as well as third-party clients and distributor partners.
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Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.
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CFP® designation or CFA® designation required. At Schwab, you’re empowered to make an impact on your career. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
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Review and manage deliverables from staff, including tax returns, extensions, tax planning calculations, and write-up work for diverse entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, gift, and multi-state.
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Your Mother’s A Donor: Every leader must be committed to fiduciary responsibility, transparency, and financial stewardship. 1-3 years of relevant professional experience in the military, disaster response, emergency management or first responder field.
$80,205.6 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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The Legal Claims Professional will under limited supervision handle public company Director’s and Officer’s (D&O), Fiduciary and transactional risk claims of moderate to high value and complexity.
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fiduciary job in Orlando, FL
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