- SourcePro Search, LLC (New York, NY)
- …Primary Functions: Preparation of federal and state estate and gift tax returns. Preparation of probate/ fiduciary accountings. Preparation of federal ... Fiduciary Accountant / Paralegal Salary Range: $160,000 -...and state fiduciary income tax returns for trusts and estates. Preparation of income… more
- BeachFleischman (Tucson, AZ)
- … Tax Department Associate completes basic level corporate, individual, partnership and fiduciary tax returns. Under the supervision of a CPA, Associates are ... Duties and Responsibilities Preparation of basic level corporate, individual, partnership, fiduciary and other tax returns, including researching and analyzing… more
- Wipfli LLP (Chicago, IL)
- …communications pertaining to engagement planning and requests. Prepare individual, business, and fiduciary tax returns and projections as directed by engagement ... office will require in-person attendance. Responsibilities Responsibilities: Manage and coordinate tax compliance and advisory work for clients. Review Federal and… more
- Synectics Inc (Scottsdale, AZ)
- …to join our team. The ideal candidate will have a strong background in preparing fiduciary and estate tax returns, including Forms 1041 and 706, and a solid ... we'd love to hear from you. Key Responsibilities Prepare federal and state fiduciary income tax returns (Form 1041), federal estate tax returns (Form 706),… more
- MSTiller LLC (Atlanta, GA)
- …your responsibilities will include: Management of the preparation of individual, corporate, partnership, fiduciary , tax - exempt and other types of tax ... We are a leading provider of TAX , AUDIT and BUSINESS ADVISORY SERVICES. Our growth...our communities. We are currently looking for a Senior Tax Manager to join our awesome team already in… more
- PKF O'Connor Davies (Newburgh, NY)
- …Estate Planning and Tax Compliance Services. Essential Duties: Provide high level fiduciary , personal income, gift and estate tax compliance as well as ... estate planning advisory services. Review individual, fiduciary , estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal… more
- International Staffing Consultants, Inc. (Woodbury, NY)
- …levels of staff on client engagements Review complex and multi-state corporate, partnership, fiduciary and individual income tax returns Tax preparation ... growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and...full-time Senior Tax Accountant responsible for performing tax and accounting work as assigned. MAIN RESPONSIBILITIES: Manage… more
- The Hollister Group (Boston, MA)
- …Gift, Not-for-profit, etc.) Preparation and review of corporate, S-corporation, partnership, and fiduciary returns Prepare Payroll and Sales tax returns Prepare ... Tax Accountant We are The Hollister Group, the...tax preparation of individual, partnership, and corporation returns; Fiduciary return preparation a plus Advanced knowledge of applicable… more
- RES Consultant Group (Raleigh, NC)
- …or related field 3 to 5 years of recent public accounting experience Prepare tax returns for individual, corporate, and fiduciary clients Senior level - Review ... Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance Significant… more
- Fawkes IDM (New York, NY)
- …with clients, financial planners and accountants Preparation of federal and state estate tax returns and fiduciary accountings Distribution of estate assets and ... communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax ), HotDocs and Microsoft Word a plus. more
- PrideStaff (Hackensack, NJ)
- …clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and ... mathematical skills are a must Strong working knowledge of estate tax software (ONESOURCE/Fast Tax ), HotDocs and Microsoft Word a plus. Must be highly organized… more
- SourcePro Search, LLC (Newark, NJ)
- Tax Trusts and Estates Paralegal Location: NJ Office Classification: Non-Exempt What You'll Do: As a key member of the Tax Trusts and Estates team, you will ... Management and Accounting: Manage estate and trust account checkbooks for fiduciary attorneys Process checks for estate expenses, distributions, and other… more
- Soros Fund Management (New York, NY)
- …The Chief Financial Officer (CFO) plays a critical role as a fiduciary advisor, responsible for ensuring the long-term financial health, ethical integrity, and ... with investment strategies, and counsels family members directly on budgeting, fiduciary responsibility, and prudent financial decision-making. A key component of… more
- OHNWARD BANCSHARES (Marion, IA)
- …as actively participate in sales team meetings and event-driven marketing activities. Fiduciary Excellence: Act in a fiduciary capacity to perform activities ... of trusts under the terms of the governing trust documents.Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities… more
- Piper Companies (West Palm Beach, FL)
- …This job opens for applications on 07/02/2025. KEYWORDS: certified trust and fiduciary advisor, CTFA, ABA, American Bankers association, tax law, compliance, ... of clients Perform review of all new business, ensuring soundness Apply knowledge of fiduciary law on case by case basis Oversee all aspects of trust administration,… more
- Sompo International Holdings Ltd. (Boston, MA)
- …capabilities targeted at providing Directors & Officers, Employment Practices, Fiduciary , and Commercial Crime Liability coverages for publicly-traded and ... underwriting/insurance experience Management liability products underwriting background, including D&O, Fiduciary , Crime and EPL products Experience in working, producing,… more
- LHH Recruitment Solutions (Hartford, CT)
- …of all aspects of the estate and trust administration process. Fiduciary administration and/or accounting experience is desirable. Primary responsibilities will ... of documents relating to the identification, collection, and valuation of assets; Fiduciary accounting; and Preparation of estate, gift, and income tax … more
- Fidelity Investments (San Francisco, CA)
- …personalization to clients. The role is primarily focused on providing tax -sensitive, customized management of multi-asset class portfolios for taxable individuals ... implement our overlay management strategies with a goal to improve after- tax returns while controlling risk. Responsibilities Portfolio Management Manage individual… more
- Vituity (San Mateo, CA)
- …of practice goals. Demonstrate unwavering mastery of Vituity policies and fiduciary obligations, ensuring strict adherence from all providers. Exemplify Vituity's ... models allows a K-1 status pay structure, allowing high tax deductions. Extraordinary 401K Plan with high tax... tax deductions. Extraordinary 401K Plan with high tax reduction and faster balance growth. Eligible to receive… more
- Atlantic Union Bank (Clarksville, MD)
- …Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and ... objectives. Adheres to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all advisory relationships. Acquire, expand and maintain client… more
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