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Deep understanding of US regulations including BSA/ AML, FATCA, OWS, Data Privacy, Reg 9/ Fiduciary and requirements, with global experience in key Wealth Markets (Hong Kong, Singapore, Switzerland, UAE) preferred.
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In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration. 3-5 years of experience in the fiduciary or trust field.
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Adhere to MUFG's risk vision, and risk management policies and programs; recognize and proactively address risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy);Perform other duties/ projects an assigned.
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Provide fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services. Experience with reviewing fiduciary, gift and estate tax returns.
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Review judicial and non-judicial fiduciary accountings for trusts and estates. Review fiduciary income tax returns and provide planning to minimize taxes. Solid experience in Tax Compliance and Consultingwith High Net Worth individuals, trusts, estates, gifts and/or Tax matters for family partnership.
$135,000 - $155,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of trust/fiduciary administration, portfolio management experience, or experience in Risk, Internal Audit or Compliance a plus. Enter/review/approve mutual fund, ETF, stock, and bond trade orders.
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Counsel on plan design and drafting, tax and other compliance issue, fiduciary and investment issues, and HIPAA privacy compliance. Counsel on plan design and drafting, tax and other compliance issue, fiduciary and investment issues, and HIPAA privacy compliance.
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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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Coordinate placement of other policies with enterprise including D&O, Fiduciary & Fidelity and certain Umbrella policies. Work with Home Office Human Resources and Security Departments to develop safety and workers compensation programs to address: property-level claims management, reduction in claims frequency, reduction in lost work days, reduction in claim severity, return to work program, preventative training, workplace Safety/OSHA compliance.
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While an ideal candidate would be licensed in New York, New Jersey and/or Connecticut, and have some fiduciary income tax experience, fiduciary income tax experience is not mandatory for submission.
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Prepare and review complex individual tax returns and related fiduciary, partnership, corporate, not for profit, and gift tax returrns, as well as 1040s and 10401s. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
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Lead annual, multi-disciplinary enterprise risk management process, overseeing material risk aggregation and work with business leaders on both risk response and risk rating processes. Our talented teams provide guidance over strategic planning, operations, revenue management, communications, sales, development, brand marketing, finance, human resources and information technology.
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7-12+ years of experience as a business litigation associate handling breach of contract, breach of fiduciary duty, business divorces, business torts, real estate, zoning issues, employment issues related to the company and more Experience representing clients in all aspects of litigation including negotiations and settlement agreements.
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Support the Board Treasurer and Finance Committee in their fiduciary oversight duties through regular reporting. A basic understanding of and interest in neighborhoods, community development, urban planning, and civic technology.
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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.
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fiduciary job in Newark, NJ
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