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Posted on Apr 27, 2026 · 7 Quotes Received

Need audits for Trust Distributions

Hourly$10 - $401-10 hrs/wk6+ months

Send before Jun 30, 2026
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I need an expert who can audit contracts for collateral and property contributions into trust or out from trust and estate inclusion tax consequences. Audit trust transfers and distribution requiremen…

Business & Finance Accounting & Finance Financial Audits Financial Securities International Accounting Investment Banking Wealth Management Banking Industry Loans Partnerships Investment Management Trusts

Lamont E

United States
Posted on Oct 13, 2025 · 43 Quotes Received

LIFE INSURANCE & AUM RECONCILE/BOOKEEPER

Fixed Price

Send before Sep 22, 2028
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Need someone who is : I. experienced in quickbooks to log roughly 400 monthly receipts/transactions across multiple companies. II. Would really prefer if you also have experience with how life insur…

Business & Finance Accounting & Finance QuickBooks Bookkeeping Compensation Management Payroll Wealth Management Securities Insurance

Kurtis B

United States

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