- KPMG (Providence, RI)
- …as passionate about your future as we are, join our team. KPMG is currently seeking a Trust Tax Senior Associate or Associate to join our Tax ... **Business Title:** Senior Associate , Trust Tax ...(https:// tax .kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary , charitable and information reporting returns + Use … more
- KPMG (Tempe, AZ)
- **Business Title:** Tax Associate , Trust Tax | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115792 - 5 **Function:** Tax Services **Area ... for as a firm. KPMG is currently seeking a Tax Associate for our Business Tax...Tax Services practice. Responsibilities: + Prepare and review fiduciary tax returns, including Forms 1041, 5227,… more
- Wipfli LLP (Lakewood, CO)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... is the place for you. Responsibilities: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner + Prepare client… more
- Wipfli LLP (Billings, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... is the place for you. Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner + Establish and… more
- Bank of America (Norfolk, VA)
- Trust Senior Associate - Norfolk Norfolk, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... make a difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role...of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups. Additionally, TAs will… more
- H&R Block (CO)
- …Ability to interact effectively with all levels within the company. **Posting Title:** Senior Tax Research Analyst - State Regulatory Affairs **Sponsored Job:** ... program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. **For best consideration, please submit your… more
- CIBC (San Francisco, CA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare and process new account paperwork… more
- Edward Jones (St. Louis, MO)
- …branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation ... constructing financial plans where they are held to a fiduciary standard, and collaborate with 3rd party service providers...the ability to influence without authority with peers and senior leaders. + Manage, create, and ensure adherence to… more
- CIBC (Denver, CO)
- …services for high-net-worth individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex ... wealth management, investment advisory, investment management, investment counseling, trust, fiduciary , related asset management services, individual retirement account and… more
- Edward Jones (Tempe, AZ)
- …enabling them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and ... through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal… more
- Black Hawk College (Moline, IL)
- Associate Vice President - External Relations and Executive Director of East Campus Foundation Print ... (https://www.schooljobs.com/careers/bhcedu/jobs/newprint/4662594) Apply Associate Vice President - External Relations and Executive Director of East Campus… more
- Trinity Health (Livonia, MI)
- …position will support compliance investigations and audits and regularly interface with senior leaders and outside counsel. This position will report to Trinity ... in coordination with the needs of the System Office and assigned Ministries' senior management teams and consistent with the strategies and priorities of the… more
- University of Rochester (Rochester, NY)
- …+ Knowledge in areas of the law directly impacting governing boards and senior executives such as corporate governance and fiduciary duties, ethics, and ... the goals and expectations established for the Office of Counsel, the Senior Counsel identifies, analyzes and provides legal guidance and services on complex… more
- Bank of America (Los Angeles, CA)
- …information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners ( Tax , Compliance, SAM, ... the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement… more
- Harvard University (Cambridge, MA)
- …satisfy the requirements of FAS. Divisional Support: Serve as the senior administrative contact for Philosophy for answering inquiries, complaints, and/or resolving ... and approving purchases, faculty and student reimbursements, and honoraria. Holds fiduciary responsibility for the department's 25+ gift and endowment funds; advises… more