The Trust Advisor will report to the Head of Fiduciary Services. Researching and reviewing probate, fiduciary, income, retirement plan, estate planning issues apply effective solutions to individual client circumstances.

Works collaboratively with the Graduate Medical Education (GME) Office and Compliance as necessary to ensure the appropriate fiduciary and regulatory responsibility of education and training programs.

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.

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.

Prospect for buyer and seller leads, convert leads to appointments, close for agreements, and conduct high-level fiduciary needs analyses. + Consult with clients to ensure fiduciary service of the real estate transaction from initial contact through contract to close, providing counsel on market conditions, prices, and mortgage options.

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. By applying, you consent to your information being transmitted by Jobcase to the Employer, as data controller, through the Employers data processor SonicJobs.

Administering the company's 401(k), and serving on the three-member fiduciary committee (along with the VP of Finance and EVP of Engineering). Sharing responsibility for all human resources-related legal issues, working closely with our in-house counsel and external employment attorney.

Review the bill pay cycle from a fiduciary standpoint, ensuring proper documentation and approvals are in place with a focus on internal controls and best practices. Professional business certification strongly desired (CFP, CPA, CTFA, AEP, MBA, MSA, etc.

Commitment to serving as a fiduciary in the wealth management arena. A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.

Manages client engagements & prepares & reviews complex individual income tax returns, fiduciary income tax returns, gift returns, & estate tax returns. Position reqs solid Computer skills: Microsoft Suite, CCH Pro Fx Tax, CCH Axcess Tax, Sureprep, Bloomberg Income Tax Planner, & Bloomberg tax research.

This is an awesome opportunity to represent issuers and their directors and officers in securities and shareholder litigation and corporate governance matters including defending allegations of insider trading, misleading disclosures, M&A transactions, insufficient deal consideration, improper revenue recognition and other alleged accounting irregularities, self-dealing and breach of fiduciary duty, among other issues.

The Tax Advisor will be responsible for comprehensive, tax return preparation for individual, fiduciary, and foundation tax clients. Current, high level of knowledge about individual, gift and fiduciary tax matters.

They differentiate themselves by upholding to a fiduciary standard to provide investment recommendations to serve their client’s best interests. This is a full-time role for a Registered Client Associate Woburn, MA. The Registered Client Associate will be responsible for performing day-to-day tasks related to client services, finance, sales, and communication.

Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy. Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddy.

You will interface with all levels of the organization as a subject matter expert on all aspects of the investment management process—from portfolio construction, transition analysis, repositioning, and ongoing management with a fiduciary lens on both the approach and the execution.