Tax Senior Manager

, and technology stack (in collaboration with firm leadership and consultants). Oversee preparation and review of complex individual... conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections...

Lugar: Sarasota, FL | 28/03/2026 18:03:59 PM | Salario: S/. No Especificado | Empresa: White Tiger Connections

Retirement Plans Manager

on various planning and management committees. Serves as a liaison with attorneys and outside consultants regarding IRA... as required by IRS. Annually, the Retirements Manager will be responsible for overseeing the mailing of the Final RMD Reminder letters...

Lugar: Westborough, MA | 26/03/2026 01:03:17 AM | Salario: S/. $62682 - 111280 per year | Empresa: Middlesex Savings Bank

Registered Administrative Assistant

will provide administrative, operational, sales and service support for assigned Investment Consultants within the First Merchants... issues Communicate and process client Required Minimum Distributions (RMD) Review of insufficient funds for periodic...

Lugar: Clarksville, TN | 14/03/2026 22:03:49 PM | Salario: S/. No Especificado | Empresa: First Merchants
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