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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.
$169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Act as a true fiduciary to our clients and adhere to compliance standards applicable to the financial services industry. Certified Financial Planner (CFP®) preferred or to be obtained within 12 months.
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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. We are seeking a Technician-MRI Technician for a travel assignment in Columbus Ohio.
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Credit Check : Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process. Credit Check : Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
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Collaborate with legal, human resources and finance teams on benefits administration, as well as fiduciary and legal compliance issues. Juris Doctor (JD) with active bar membership. Lead due diligence and transition matters for employee benefits in mergers and acquisitions.
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Requirements: Active CPA or EA or J.D. and must be a Tax Manager with strong Fiduciary Tax Exp. (Trusts, Estates, Gift returns) Due to this growth, we are now actively interviewing for a Tax Manager who has strong fiduciary tax exp.
$160,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts. Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
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Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Oversee engagements relating to 800+ fiduciary income tax returns, 150+ gift returns, and estate/inheritance returns as needed. The Senior Tax Manager supports business owners and high-net-worth individuals with their compliance and reporting matters as it relates to their trusts, gift tax returns, and any estate or inheritance tax returns.
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Investment Risk & Analytics: Oversees investment, fiduciary and suitability risks arising in the course of offering investment solutions to our Wealth Management clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Acts as a true fiduciary to our clients, always acting in the best interest of the client and their specific needs while adhering to compliance standards applicable to the financial services industry.
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