- Plante Moran (Wakefield, MA)
- …scheduling, projections, and billing Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving ... the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills within an… more
- Plante Moran (Wakefield, MA)
- …goals of the client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, ... the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Client travel throughout the region,… more
- Dream Finders Homes LLC (Denver, CO)
- The Branch Manager / Senior Escrow Officer for DF Title, LLC dba Golden Dog Title & Trust will build and lead a high-performing full-service title and escrow ... in a manner compliant with Golden Dog Title & Trust policies and procedures in the state of Colorado....state of Colorado. We welcome applications from Transactional Real Estate Attorneys who are interested in a leadership role… more
- Wipfli LLP (Loveland, 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 (Detroit, 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 clients 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 (Detroit, 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
- Deloitte (Boise, ID)
- …any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management -… more
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and the trust and estate issues that often go...we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the… more
- UMB Bank (Denver, CO)
- The Portfolio Manager II - Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the ... which generally consists of loan relationships greater than $5,000,000. The Portfolio Manager will manage the associated credit risks of an assigned CRE loan… 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
- University of Virginia (Charlottesville, VA)
- …clauses. + Support the oversight of accounts payable/receivable processes related to real estate transactions. + Apply for and/or maintain tax exemptions for UPG ... a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares… 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
- 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 (Chicago, IL)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... clients for over 70 years. We are seeking a ** Tax Manager ** to support our Chicago Metro...transactions and related matters + Experience with complex individual tax compliance and planning; estate tax… more
- Robert Half Finance & Accounting (Worcester, MA)
- … trust administrators. * Offer strategic advice on trust and estate planning, wealth transfer, and tax -saving opportunities. * Mentor, train, and evaluate ... Description We are looking for a skilled Tax Manager to oversee compliance, planning,...presentations and industry conferences. * Perform and review complex trust and estate accountings, ensuring compliance with… 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
