- Unknown (Princeton, NJ)
- …responsible for performing business appraisals and valuations, with a primary focus on estate tax planning for closely held businesses, trusts, and family ... Associate Vice President, Trust , Estates and Gift Tax Valuation...ability to work effectively in a team environment. Hiring Manager Title Partner Travel Percent Less than 10% Functions… more
- Unknown (Las Vegas, NV)
- …on a wide range of legal matters, including transactional, general corporate, real estate , tax , trust / estate , philanthropic, and individual/family ... legal and regulatory frameworks surrounding them. Experience in real estate , tax , and trust / estate...stakeholders are also key requirements for this position. Hiring Manager Title Chief Legal Officer Travel Percent Less than… more
- Unknown (Fargo, ND)
- …in overseeing the legal and compliance framework for fiduciary administration, including trust and estate services, qualified plans, IRAs, and investment ... planning opportunities, and requires a strong background in fiduciary law, trust and estate administration, and wealth management legal support. Candidates… more
- Wipfli LLP (Denver, CO)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Southfield, MI)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Charles Schwab (Westlake, TX)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... The Wealth Specialist will be the subject matter authority in all implications of a client's Tax , Trust and Estate needs. **What you have** As a Tax , … more
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… more
- Wipfli LLP (Southfield, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. ... * CPA certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency in preparing… more
- MillerMusmar CPAs (VA)
- …many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041) and related filings ... right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040...tax planning for business owners, and exposure to trust , estate , and international individual compliance. This… more
- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax ...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- PNC (Baltimore, MD)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with ... valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …firm in Minneapolis, Minnesota. This role offers an exciting opportunity to specialize in estate and trust tax matters, while also providing potential career ... Description We are looking for a skilled Tax Manager to join a leading...role. Responsibilities: * Manage and oversee the preparation of estate and trust tax returns,… more
- Robert Half Finance & Accounting (Timonium, MD)
- …as CCH ProSystem Fx, Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax returns. * Familiarity with ... Description SENIOR TAX ASSOCIATE / TAX MANAGER...Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING...complex federal and state, as well as individual income, estate and trust returns. You will also… more
- Columbia Bank (Greenwood Village, CO)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... Trust Market Manager Wealth Management South...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- Cherry Bekaert (Waltham, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... Services (https://www.cbh.com/services/ tax /)** team is seeking a **Senior Tax Manager ** to support our Boston, MA... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Bethesda, MD)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... clients for over 75 years. We are seeking a ** Tax Manager ** to support our Washington, DC... tax compliance and planning as well as estate tax compliance and planning are a… more
- UMB Bank (Kansas City, MO)
- …LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment planning, insurance, ... or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with...with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …Fx and CCH Sales Tax . * Strong expertise in corporate, individual, estate , and trust taxation. * Comprehensive knowledge of multi-state, international, and ... Description Senior Tax Manager Lead, Strategize, and Make...while driving strategic financial planning. This role focuses on tax planning, compliance, estate planning, financial statement… more
