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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.
$238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Our benefits include: A selection of health insurance options Health Savings Account (HSA and with high deductible health plans only) Dental Vision Life Insurance Long term disability IRA with up to 3% company match 10 paid holidays per year plus occasional addition paid days at the discretion of the Executive Director Over 3 weeks of PTO plus additional ancillary benefits through Aflac such as short term disability, accident, hospital, cancer, additional life and other employee paid benefits.
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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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Passionate about the benefits of moving from traditional firms to the independent fiduciary model as represented by the modern RIA backed by the industrys largest and most capable custodian. You will partner with internal consultants to position Schwabs platform, products, and people in an authentic and transparent manner and champion the fiduciary advice model and Schwabs leadership position in the RIA industry.
$95,000 - $165,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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For employees, we offer Retirement Plan (401k, IRA) Unlimited Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training & Development Wellness Resources We do not presently offer healthcare but plan to do so in the future.
$75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Lead and/or participate in other projects as a subject matter expert (e.g., IRA development, coordination with Financial Planning, litigation settlement, system conversions, etc). Responsibilities include Fiduciary administration of complex estate and personal trust accounts, reviewing and interpreting Wills and Trust agreements, conferring with attorneys, financial advisors and clients regarding establishment, administration, and operation of trust accounts.
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Oversight to ensure long term financial sustainability including approving AGS's annual budget, audit reports, and material business decisions; being informed of, and meeting all legal and fiduciary responsibilities.
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Responsibilities include Fiduciary administration of complex estate and personal trust accounts, Responsible for overall trust account servicing, including initial and ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients and attorneys, research of legal issues, detailed knowledge of state and federal statutes governing trust administration, and interpretation of and execution of actions as directed by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
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The Director-Hospice Operations mentors, educates and leads the Clinical Directors and is responsible for leadership development, financial management, quality initiatives, operational oversight and successful accomplishment of goals related to people, quality, financial performance, and fiduciary obligations.
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Utilize extensive knowledge and experience of account ownership types to support bankers with new accounts and maintenance to include: trusts, estates, fiduciary, and business ownership. Maintain knowledge of Individual Retirement Accounts (IRA) and Health Savings Accounts (HSA.
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CPA is preferred, CIA (Certified Internal Auditor) or CFIRS (Certified Fiduciary & Investment Risk Specialist), if possible. CPA is preferred, CIA (Certified Internal Auditor) or CFIRS (Certified Fiduciary & Investment Risk Specialist), if possible.
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Simple IRA plan after a year of employment. Our coaches are trained in leadership development, communication skills, early childhood education, and sports management. We operate all year-round conducting sessions at centers, recreation centers, public parks, soccer clubs, and elementary schools.
$600 a weekFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Company will match employee contribution to Simple IRA up to 3% of salary. IPS currently offers a high deductible Health Plan through Health Partners. As an employee of IPS, you will regularly be expected to perform tasks that.
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Trust Administration : Assist in the administration of trusts, including irrevocable and revocable trusts, and ensure compliance with legal and fiduciary obligations. 2-3 years of experience in trust and estate planning, probate, and trust administration.
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Retirement Plan (401k, IRA) Substance abuse testing is a condition of the initial on-boarding process and the continuation of employment. FCC Environmental Services, LLC operates in a multicultural, global environment and is a richly diverse organization operating seamlessly as one company.
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ira fiduciary jobs in Minneapolis, MN
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