- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Senior Associate , Trust Tax **Requisition Number:** 117367 - 5 **Function:** Tax Services **Area of Interest:** ... join our team. KPMG is currently seeking a Trust Tax Senior Associate or ... Associate to join our Tax (https:// tax .kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary… more
- Bank OZK (Little Rock, AR)
- …requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual ... Officers. Essential Job Functions + Provides support for assigned senior officer(s) for day-to-day administration of fiduciary ... fiduciary income and other tax filing and… more
- KPMG (Tempe, AZ)
- …of approximately 1,000 to 2,000 fiduciary and agency accounts + Support senior associate /management in work assignments and develop, motivate, and train less ... **Business Title:** Fiduciary Tax Manager, Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:**… more
- KPMG (Los Angeles, CA)
- …people, our future, and what we stand for as a firm. KPMG is currently seeking a Tax Senior Associate , Estate and Administrative Trust to join our Tax ... **Business Title:** Senior Associate , Estate and Administrative Trusts (Trust Tax....kpmg.us/ ) practice. Responsibilities: + Prepare, review, and analyze fiduciary income tax returns for administrative trusts… more
- ADP (Miami, FL)
- …coordinating the delivery of document requests during audits and ensuring all employer tax and claims fiduciary , compliance and operational requirements are met. ... experience. + Employer Tax or Audit experience. + Experience presenting to senior leaders. + Experience managing a team and developing leaders. + Proven project… more
- Wipfli LLP (Denver, CO)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... offers a career-defining opportunity. Responsibilities: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner +… more
- Wipfli LLP (Helena, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... a career-defining opportunity. Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner +… more
- Wipfli LLP (Chicago, IL)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... a career-defining opportunity. Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner +… more
- Aston Carter (Lake Oswego, OR)
- …ranging from $5 million to $50 million. The ideal candidate will collaborate with Senior Tax Associates and ensure accurate and timely tax compliance ... our clients. Responsibilities + Prepare complex multi-state business and fiduciary tax returns, specifically 1120 forms for...from $5 million to $50 million. + Collaborate with Senior Tax Associates to prepare and file… more
- CIBC (St. Louis, MO)
- …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 ... This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. At CIBC we enable the work environment most optimal for you… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …our clients' expectations. In some cases, may be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development ... the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of...Trusts. * Knows and utilizes applicable local law and tax law in the settlement administration of revocable trusts… more
- Tompkins Community Bank (Mount Kisco, NY)
- …in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among ... others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts...Finance, Business Management or other related field, or an Associate 's Degree plus two (2) years of work experience.… 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
- Adelphi University (Garden City, NY)
- Senior Financial Aid Administrator Job Department/School One-Stop Student Services Center FT/PT/Temp Full time Location Garden City, NY Senior Financial Aid ... Student Financial Services One-Stop Student Services Center JOB SUMMARY: The Senior Financial Aid Administrator is expected to have high level competencies… more
- CIBC (Atlanta, GA)
- …The Family Office Administrator supports the Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible ... clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Prepare new account packets and… 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
- H&R Block (CO)
- …assistance to Do-it-yourself clients during their tax preparation process. As a Senior Tax Research Analyst, you will be required to:** Support DIY clients ... program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. **For best consideration, please submit your… 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