- Regions Bank (Hoover, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Fiduciary Tax Analyst reviews account closing documents within Private ... or related experience **Preferences** + Certified Public Accountant (CPA) + Previous fiduciary tax experience **Skills and Competencies** + Ability to research,… more
- Wolters Kluwer (Kennesaw, GA)
- **Job Description - Tax Analyst (P2)** This position leads key client engagements from bank/wealth management organizations contracted with the Trust ... organization to provide overall fiduciary tax functions. This includes: 1) Production and filing of complex wealth management related tax returns 2) Leading… more
- Lilly (Indianapolis, IN)
- …the world. Lilly's Benefit Plan Investment Team provides critical investment, fiduciary , controllership and cash management oversight for $32 billion of assets ... consulting, custodian duties, reporting, accounting, legal and other services. This analyst is the primary owner of operations, accounting, compliance and… more
- City and County of San Francisco (San Francisco, CA)
- …of the Appointing Officer. Our Mission The Office of the Treasurer & Tax Collector (https://sftreasurer.org/) serves as the banker, tax collector, collection ... Treasurer's Investment Pool (the "Pool"), ensuring compliance with legal and fiduciary obligations while maximizing returns within risk parameters. The Investment… more
- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. + Review and… more
- State of Colorado (Denver, CO)
- … Section is responsible for processing all income (individual, corporate, partnership, and fiduciary ) and severance tax returns, PTC rebates and issuing the ... Tax Examiner I - Income Tax ...for overtime compensation. Department Contact Information Haley Thompson, HR Analyst , ###@state.co.us How To Apply Please submit an online… more
- Truist (Richmond, VA)
- …administration and coordination of accruals within the Truist Wealth Management Fiduciary Operations Team. Continuously monitors and controls the operating revenues ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Regions Bank (Atlanta, GA)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and ... relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements… more
- Truist (Dallas, TX)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist,… more
- Truist (Atlanta, GA)
- …special projects for the Investment Managers. 9. Assist Investment Analyst with compliance exception items. QUALIFICATIONS Required Qualifications: The requirements ... 1 - 3 years in the role as an Investment Support Specialist/ Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service… more