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Significant experience providing gift and estate planning strategies to high-net-worth clientsSignificant experience in working with estate tax, gift tax and fiduciary income tax returns;Knowledge of fiduciary accounting conceptsTechnical expertise in relevant areasAbility to provide seamless, integrated services to clientsStrong project management skillsExcellent written and verbal communication skills.
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YOUR ROLE. Responsibilities include but not limited to:The Tax Manager in our Private Client Services team will be expected tp review and prepare the individual 1040 returns, fiduciary 1041 returns, 709, family partnerships and private foundationsManage accounts, train, assign work to staff and communicate directly to clients, Senior Managers, Directors and PartnersResearch topics communicate directly with tax authorities as needed.
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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. As a minority-owned and JCAHO certified company, we are a healthcare staffing agency that offers flexible staffing solutions such as: per diem, local contract, travel nursing, contract-to-hire, and direct placement.
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Carrying out the company’s fiduciary responsibility in its relationship with investors, agencies, and owners of properties under our management. Responsible for Housing Assistance Payments contract renewals; determines, together with Regional Managers, whether rent increases should be budget or OCAF; responsible for notification letters to HUD and residents.
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They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
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Fee-based fiduciary culture with significant Firm generated lead flow. Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships in a collaborative ensemble practice.
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Utilizing your legal technical knowledge fiduciary responsibility to make recommendations to clients in order to create an exceptional, individualized plan. Juris Doctorate and Licensed as an Attorney.
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The investigation, evaluation and disposition of new and existing Directors & Officers Liability claims including possibly Employment Practices Liability and Fiduciary Liability claims. As Senior Complex Claims Director for Management Liability, you will be responsible for handling all aspects of our highest severity D&O claims with opportunity to handle high exposure Employment Practices Liability and Fiduciary Liability claims and you will have the unique opportunity to work with some of the industry's top talent in Financial Lines Claims.
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The Corporate Counsel's client is ADF and the fiduciary duties and obligations of this position run strictly to ADF. All information obtained by Corporate Counsel, in that role, will be held in strict confidence except as required to be provided to the President, CEO and General Counsel, appropriate Executive Team members, and other Team members or Board Directors as required for the fulfillment of the position's official duties.
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By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Desire to participate as a business partner and ability to balance fiduciary responsibilities to numerous disparate stakeholders. The executive is expected to work with the firm to evaluate acquisition opportunities of companies which they would oversee as President & CEO post-close.
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Background knowledge in fiduciary and financial accounting, taxes and investments, and/or trust/estate regulations preferred. Trust Operations Associate. Maintain files for the trust operations department.
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Saos Capital, LLC is a Registered Investment Advisory (RIA) firm offering fiduciary fee-based services based on assets under management. Saos Capital, LLC is a Registered Investment Advisory (RIA) firm offering fiduciary fee-based services based on assets under management.
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The Relationship Manager will be responsible to care for and manage a specific group of clients and partner closely with our leadership team to ensure the highest level of customer satisfaction, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.
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Ensure compliance with legal, regulatory, and fiduciary responsibilities related to financial management. The CFO works closely with the CEO and President and other stakeholders to provide strategic financial guidance, oversee budgeting and financial reporting, and support the achievement of organizational goals.
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fiduciary job in New York, NY
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