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As a Tax Senior 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 for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Today, we have more than 350 locations located in JCPenney, Meijer, Boscov’s and AAFES. What you’ll do: The successful Optical Sales Manager delivers excellence and leads by example to ensure a professional and positive experience for all patients, customers, colleagues, and business partners.
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401k package that includes both traditional and Roth IRA options and Company match. Maintain close communications with the Land Manager, Project Manager, and Client Representative. This position reports to the Land Manager when applicable.
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Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. Knowledge of fiduciary and financial products and services required through extensive related work experience.
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Benefits Benefits We offer: Top Industry Wages & Compensation Packages Career Opportunities Company truck and fuel Company phone Excellent opportunities for career growth, training, and development Medical insurance Dental, vision, and prescription drug insurance available IRA Paid holidays, vacation, and PTO Per Diem when traveling RSCS does NOT sponsor employees from outside the US. Relocation NOT offered.
$30 - $40 depends on experienceExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A SIMPLE IRA savings program with company match is also available after six months of employment in addition to paid time off. Job Type: Part-time Pay: $25.00 - $27.00 per hour Benefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance Schedule: 4 hour shift 8 hour shift Monday to Friday Powered by JazzHR.
$27 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) If you are looking for a rewarding position where you can demonstrate your clinical skills and empathy, we encourage you to apply and become part of our caring community.
$39,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Benefits include a flexible work from home schedule, medical, dental and vision insurance; short-term and long-term disability insurance; life insurance; paid vacation and sick leave; paid holidays; parking stipend; and a simple IRA retirement savings plan with employer matching contributions.
$52,000 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Act as the conscience of the division, involving fiduciary responsibilities, business process improvement, and challenging the thinking and decisions of the entire management team. Assume the fiduciary responsibility of enforcing the operating procedures and policies established by the company.
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Within a culture of empowerment, the Wealth Advisor/Trust Officer III manages fiduciary relationships with proactive diligence, adhering to the governing documents and regulatory environment. Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects, communicating effectively and tactfully with clients, prospects, and their advisors.
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Its practice areas include commercial law, bankruptcy, restructuring, and creditors rights, federal white-collar defense, condemnation and eminent domain, probate and fiduciary litigation, and tax controversy and litigation.
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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. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom.
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10+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at an investment adviser or other financial services organization. Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry designation.
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Seeking professional certification such as Certified Public Accountant, Certified Internal Auditor or Certified Information Systems Auditor or Certified Fiduciary and Investment Risk Specialist.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Provide or coordinate the provision of any array of assistance including applying for VA benefits and other public benefits and services, healthcare, daily living services if required, financial planning, transportation, fiduciary/payee services, legal services, childcare, and other housing counseling services.
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ira fiduciary jobs in San Antonio, TX
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