- Trust Counsel PL (Coral Gables, FL)
- …estate investments, including rental properties, corporate and partnership interests, and ensure federal tax compliance. Lead the Team of professionals in ... overseeing investments, banking activities, real estate holdings, and ensuring tax compliance. Prepare trust/ fiduciary accountings for Attorney-Trustees, manage… more
- JPMorgan Chase (Chicago, IL)
- …practice and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team ensures all federal, ... Join our Wealth Management team as the Trusts and Estates Tax...external advisors to ensure the accuracy and completeness of fiduciary tax filings. **Job responsibilities:** + Serve… more
- JPMorgan Chase (Chicago, IL)
- …practice and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations. The team is responsible for ... The Trusts & Estates and Tax Operations team within Wealth Management...offices and outside advisors to ensure complete and accurate fiduciary tax filings. **Job responsibilities** + Serve… more
- KeyBank (Hartford, CT)
- …other partners on all internal fiduciary issues + Work closely with Sales Leader , Regional Trust Director and local team members on pricing, client service, ... for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members...tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth… more
- KeyBank (Portland, ME)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment, estate planning, business succession or fiduciary … more
- Wells Fargo (Austin, TX)
- …(wellsfargojobs.com) **In this role, you will:** + Administer a book of fiduciary relationships within a team -based environment, including analyzing trust and ... for our fiduciary professionals. + Actively train and mentor junior team members. + Participate in marketing and development initiatives, in conjunction with … more
- Wells Fargo (Austin, TX)
- …Jobs and Careers at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Lead operational support for fiduciary professionals to administer a book of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Truist (Dallas, TX)
- …and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive team environment that fosters cooperation, trust ... support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to… more
- Edward Jones (Tempe, AZ)
- …to various notices and inquiries received from these entities; + Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory ... Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction...compliance in all aspects of fiduciary duties, responding to branch team , client,… more
- Robert Half Legal (San Francisco, CA)
- …returns and fiduciary income tax returns. * In-depth knowledge of gift tax regulations and fiduciary tax compliance. * Skilled in handling charitable ... client is looking for an experienced Estate Planning + Tax Attorney to join their team in...returns. * Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws. *… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …tailored to their needs. * Provide expert guidance on fiduciary and trust tax matters for high-net-worth individuals. * Lead and mentor a team , ... including high-net-worth individual taxation. * Strong knowledge of estate tax laws and fiduciary tax ...skills with the ability to mentor and guide a team . * Proficiency in tax preparation software… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …organizations, delivering high-quality design and administration services. Responsibilities: * Lead comprehensive tax planning and compliance efforts for ... Support clients with trust and estate administration, ensuring accurate tax reporting. * Mentor team members at...and compliance. * Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings.… more
- Wipfli LLP (South Portland, ME)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships,...issues and/or opportunities in engagements and discuss with engagement leader . + Perform a limited number of tax… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships,...issues and/or opportunities in engagements and discuss with engagement leader . + Perform a limited number of tax… more
- Deloitte (St. Louis, MO)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... gift work papers and tax returns, as well prepare and lead ...be involved in marketplace eminence building and pursuits. The Team At Deloitte Tax LLP, our Private… more
- Deloitte (San Juan, PR)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... Are you a leader and strategic thinker with extensive first-hand knowledge...tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private… more
- Robert Half Finance & Accounting (Council Bluffs, IA)
- …thorough tax research on various topics such as income tax and fiduciary matters, ensuring compliance and accuracy. * Lead and supervise tax ... Description We are looking for a dedicated Tax Manager who thrives in a collaborative environment...their growth and learning. * Evaluate the performance of team members, offering constructive feedback and recommendations. * Approve… more
- Wipfli LLP (Rockford, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... issues and/or opportunities in engagements and discuss with engagement leader + Perform a limited number of tax...Room is strongly desired Bridgette Kahny, from our recruiting team , will be guiding you through this process. Visit… more
- Wipfli LLP (Billings, MT)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... issues and/or opportunities in engagements and discuss with engagement leader + Use data analysis skills to discover useful...by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax… more
- Wipfli LLP (Southfield, MI)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... issues and/or opportunities in engagements and discuss with engagement leader + Perform a limited number of tax...retail distribution experience required Bridgette Kahny, from our recruiting team , will be guiding you through this process. Visit… more
