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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
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Collaborate with and assist the Head of School and the Board of Trustees in meeting fiduciary responsibilities. Hands-on experience with non-profit fund accounting and endowment management a plus.
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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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Provides leadership, effective coaching, and ongoing talent development for regional fiduciary team. Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division.
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You will develop and implement strategies focused on seamless delivery of wealth management solutions to clients, ensuring proper service levels to customers in compliance with sound banking and fiduciary practices, as well as BOKF policies and procedures.
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The ideal candidate will have at least four (4) to seven (7) years of complex commercial litigation experience representing companies in a variety of federal and state litigation matters, including financial fraud; securities; breach of contract; breach of fiduciary duties; partnership disputes; shareholder disputes; loan disputes; construction litigation, and UCC litigation.
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Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Under the leadership of Dr. Joan Buchanan Hill, Catherine M. Rose Head of School, The Lamplighter School looks into the future with excitement and momentum generated by the accomplishments reached by the institution through the vision of the Board of Trustees.
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Knowledge of fiduciary products and services(e.g. personal trusts, living trusts, wills, investmentmanagement, security custody, financial consulting,estate planning), including fee structures anddocumentation, acquired through work experienceis required to respond to issues that arise duringsales calls.
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Ability to demonstrate a fiduciary obligation to section, department, and DART in handling materials and information of a confidential and sensitive nature. Serves as contracting officer and/or liaison between agency and benefits consultants in strategic, tactical, and transactional projects.
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The primary responsibilities of this position are preparing financial models for raising tax equity, debt financing, and procuring the optimal post-IRA structured finance options for utility-scale renewables and evaluating potential M&A opportunities in both the renewable energy and traditional thermal power sectors.
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Benefits: Major Medical, Telemedicine, IRA, Vision, Dental, Corporate Chaplain, Counseling Services, Klyde Warren Park VIP membership, 8 paid holidays, 3 weeks PTO for first-year team members. The network engineer will work closely with our systems engineers who focus on architecting, configuring, and deploying IT solutions relying on products from VMware, Windows Server, Lenovo Servers, NetApp Storage (SAN), Office 365, and Azure/AWS.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Reporting to the Head of School, and supervising a staff of three, the Chief Financial Officer is an integral member of the Leadership Team responsible for all financial and business functions and for establishing financial and administrative objectives, policies, programs, and practices consistent with the Board of Trustees decisions, legal guidance, and National Business Officers Association best practices.
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Open personal checking, savings, CDs, and IRA accounts; open business checking accounts. Originate Consumer and Small Business loans to assist the client in obtaining the necessary documentation for each loan request.
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Our administrative representatives enjoy benefits including: generous time off, 11 paid holidays, 401(k) with company match, Roth IRA, medical, dental and vision insurance, high deductible HSA, telemedicine, disability, cancer, and accident insurance.
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ira fiduciary jobs in Dallas, TX
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