- Wright Staffing Source (New York, NY)
- About the job Tax Manager About us: At Wright...this role you will: Review complex gift, estate and fiduciary income tax returns; Review fiduciary ... while helping individuals grow and succeed in their careers. The Opportunity: The Tax Manager will work predominately with our trust and estate clients, as well… more
- MCCONNELL JONES GROUP (Atlanta, GA)
- …do This role is ideal for a CPA with a strong background in tax compliance, financial reporting, and client advisory services. You will be responsible for managing ... complex tax and accounting projects, reviewing staff work, and serving...statement work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary , Non-Profit, gift, multi-state and TX franchise). Review and… more
- Executive Resource Systems (Salem, OR)
- TAX MANAGER - TRUSTS & ESTATES Well,...and timely preparation and review of estate, gift, and fiduciary tax returns, as well as corporate, pass-through ... established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing...a strong working knowledge of the trust taxation theory, trust/ fiduciary accounting income, and distributable net income rules, and… more
- Platform Accounting (Trenton, NJ)
- Job Type Full-time Description Due to continuing growth, we are seeking a Tax Manager to join our team. In addition to the traditional roll-up your sleeves ... to develop and execute the firm's vision. As a Manager , you will have a unique opportunity to collaborate...and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns Provide advisory services to… more
- Fidelity Investments (San Francisco, CA)
- …focused on our clients' most complex investment situations. The Role The Investment Manager will join the Personalized Wealth Management team in our San Francisco ... personalization to clients. The role is primarily focused on providing tax -sensitive, customized management of multi-asset class portfolios for taxable individuals… more
- Cambridge Management, Inc. (Pasco, WA)
- …than 9,000 apartment homes. Our portfolio includes market rate, Low Income Housing Tax Credit, and Project-Based Section-8 communities that range in size from 6 to ... Voluntary benefits available Job Summary: Under direct supervision of the Community Manager , the Assistant Community Manager is responsible for understanding all… more
- Avanath (Pasadena, CA)
- …the property management industry 2+ years of experience as a community/property manager Demonstrated ability to diffuse and respond to resident concerns, avoiding ... effective and efficient leadership experience. Knowledge of LIHTC and Tax Credit qualifications required. Strong interpersonal, verbal, and written communication… more
- Deutsche Bank (New York, NY)
- Job Description: J ob Title: Portfolio Manager Corporate Title: Vice President - Director Location: New York, NY Overview As a Portfolio Manager within our ... constraints, providing customized investment offerings where necessary Uphold the fiduciary concept without exception Meet clients' after-sales needs, including… more
- Wells Fargo (Palm Beach, FL)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Fiduciary Manager Working at Wells Fargo | Jobs and Careers at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Wells Fargo (Denver, CO)
- …(IRA) **About this role:** Wells Fargo is seeking a Regional Oil, Gas & Mineral Manager - Fiduciary Specialty Asset Management Manager Working at Wells Fargo ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- Bank of America (Dallas, TX)
- …as well as COIs and other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance + Strong ability to work ... Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta,...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Comerica (Palm Beach Gardens, FL)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth...characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- TD Bank (Manchester, NH)
- …guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains knowledge of fiduciary income ... Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Robert Half Management Resources (Foster City, CA)
- Description We are looking for a skilled Tax Manager to join our team on a consulting basis in Foster City, California. This position involves overseeing the ... regulations. The ideal candidate will bring expertise in corporate, partnership, and fiduciary tax returns, along with strong organizational and communication… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …was just rated one of the top places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until you get to the best part: ... of your Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work papers + Reviewing and finalizing annual … more
- Deloitte (Houston, TX)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
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