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You will work closely with Retirement Plan Advisors, Business Development Officers, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients.
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As a fiduciary, our commitment is to always act in the best interest of our clients, guiding them towards achieving their financial goals with trust and transparency. A dynamic and supportive work environment committed to diversity, equity, and inclusion.
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As a Tax Senior 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.
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Carnegie is a fiduciary providing clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families.
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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 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.
$85,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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We are one of the largest providers of fiduciary services to retirement plan sponsors, we are uniquely positioned to help employers manage their 401(k), 403(b), 457 plans, defined benefit, and nonqualified deferred compensation plans.
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We will accomplish this by providing timely, accurate and objective financial information, fiduciary oversight and decision support based on a fundamental understanding of the business model and in alignment with Oracle's values.
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Active FINRA Series 66 license (or may be obtained within the first 120 days) CFP or CFA preferred. At Schwab, we’re committed to empowering our employees’ personal and professional success. Active FINRA Series 7 license required.
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How you will contribute: Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters Helping in developing, building, and managing client relationships as part of the proposal process Participating in networking activities to further expand business opportunities and client relationships.
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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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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The North American Group Reinsurance hub function manages $18 billion in reinsurance recoverable, $9 billion of assumed and ceded premiums and has the fiduciary responsibility for reinsurance collateral of approximately $15 billion.
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