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Tax Manager - Trust & Estates Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of completion. Keep the Partner informed on a timely basis as to all important engagement developments including; major problems that occur, with all of the facts, their conclusions and recommendations. Deal dir...
Tax Manager - Trust & Estates Responsibilities: Maintain steady contact with assigned clients throughout the business year. Technical review of tax returns: 1041’s, 706’s and 709’s. Follow the progress of the work in relation to budgeted time and scheduled date of completion. Keep the Partner informed on a timely basis as to all important engagement developments including; major problems that occur, with all of the facts, their conclusions and recommendations. Deal dir...
Salary: $120,000 - $150,000 per year Department: Company Company: Bank of America Experience: Minimum 5 years of trust administration and estate planning experience Senior Trust Officer - Manage Fiduciary & Investment Accounts for High-Net-Worth Clients Job Description: At Bank of America, we are committed to making financial lives better for our clients by building strong connections and delivering responsible growth. We strive to create a diverse and inclusive w
Wealth Strategies Advisor Salary: Competitive Job Title: Wealth Strategies Advisor Experience: Minimum 7 years of planning-related work experience desired Company: Bank of America Responsible Growth: - Ensuring a diverse and inclusive workplace for all employees - Offering competitive benefits to support physical, emotional, and financial well-being Multi-Faceted Approach for Flexibility: - Depending on roles within the organization - Encouraging teamwork and co
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office of a BCG Attorney Search Top Ranked Law... seeks a near-partner lateral attorney with 3-5 years of... benefits like 401(k); 401(k) matching; Health insurance; Health savings account; Life insurance; Paid time off; Professional development assistance;... Relocation assistance; Retirement plan....
office of a BCG Attorney Search Top Ranked Law... seeks a near-partner lateral attorney with 3-5 years of... benefits like 401(k); 401(k) matching; Health insurance; Health savings account; Life insurance; Paid time off; Professional development assistance;... Relocation assistance; Retirement plan....