- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …the Firm Develop, supervise and mentor members of the Private Client Service / Estate and Trust team Coordinating tax compliance and planning ... solutions Commitment to work-life balance Responsibilities of the Tax Partner would include: Be a leader...with and advise clients in Estate and Trust matters Perform extensive tax compliance, research,… more
- Creative Financial Staffing (Lancaster, OH)
- …UltraTax, Go File Room, Right Networks, Thompson Reuters &/or Adobe a plus. Valuation or Trust & Estate experience is also a plus #CBJUN2024#INJUN2024#LI-AS7 ... I am excited to once again partner with a company on the Eastside of...of returns and revisions Interact with important clients daily Tax planning with clients quarterly You will work with… more
- Creative Financial Staffing (Burlington, MA)
- …Senior Tax Manager will be responsible for:- Reviewing partnership, corporate, individual, trust , estate , and non-profit tax returns- Plan and coordinate ... Creative Financial Staffing has partnered with a growing Tax firm outside of Boston with their search...communication- Proficient with tax compliance software- A desire to grow into a partner of the firm… more
- Creative Financial Staffing (Great Falls, VA)
- Tax Manager - Potential Future Partner Location:..., audits, or GAAP involvement. Primarily individual, business, and trust & estate tax work, with ... book of business, focusing on individual taxation with experience in trusts & estates . Provide tax compliance and advisory services to individuals, fiduciaries,… more
- Creative Financial Staffing (Bedford, MA)
- …You Should Apply: Impactful Role: Lead the review of partnership, corporate, individual, trust , estate , and non-profit tax returns, ensuring top-notch ... just outside of Boston to find a visionary Senior Tax Manager with aspirations to become a Partner . This fully integrated firm offers comprehensive tax … more
- Creative Financial Staffing (Boston, MA)
- …fit for you! What You'll Do: Tax Preparation & Review: Handle Individual, Partnership, Trust , Gift, and Estate tax returns. Team Support: Train and guide ... Join Our Dynamic Team as a Tax Manager! Location: Boston, MA Creative Financial Staffing...Location: Boston, MA Creative Financial Staffing is thrilled to partner with a forward-thinking financial services firm in Boston… more
- JPMorgan Chase (Rochester, NY)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... the gross estate of the decedent for estate tax purposes. Job Responsibilities : +...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more
- Edward Jones (Tempe, AZ)
- …administration of trusts, estates and investment management accounts. As an Estate Settlement Trust Officer, your responsibilities will include: + Daily ... + Discussing and explaining complex tax and estate planning concepts and trust terms with...returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of… more
- CIBC (New Brunswick, NJ)
- …accountability for the timely, accurate, and professional administration of large and complex estate , trust and power of attorney accounts. You will identify and ... consistency with account objectives, constating documents and legislation. + ** Trust & Estate Acumen -** Ensure the...the unique needs of clients and the characteristics of Estates and Trust .Establish effective tracking, monitoring and… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …of trust administration, estate planning strategies and income, gift and estate tax matters. + Demonstrate a basic understanding of financial markets and ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...Frequent communication with clients via email and phone. + Partner with the Estate Officer to retain… more
- Bankers Trust (Des Moines, IA)
- …as needed. . Partner with key business partners to assist in estate and trust administration, as needed, with attorney communications, analysis and review, ... a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some...& Abilities: . Extensive knowledge of investment management; and, tax , estate planning concepts /techniques . Thorough… more
- Robert Half Finance & Accounting (Canton, MA)
- …hybrid work from home schedules Tax , Tax - Corporate, Tax - Fiduciary - Trust & Estate , Tax - Individual, Tax - Multi-state, Tax - ... maintain positive relationships with client + Ensure utmost client trust in team + Advise client on tax...opportunities + Oversee all aspects of Individual, Partnership, Corporate, Trust and Estate issues + Review returns… more
- Robert Half Legal (Walnut Creek, CA)
- …(written and verbal) - Demonstrated knowledge of Trust Account - Command of estate planning - Tax law experience - Conservatorships experience - Adeptness in ... Half. If you're eager to learn from an experienced partner with an interest in furthering their career, you...Revocable Trusts - Probate Law experience - Estate planning experience - Excellent attention to detail -… more
- Cherry Bekaert (Bethesda, MD)
- …+ Solve problems! + Build and service our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... practice. In this role, you will be responsible for tax research, reviewing individual, trust , and partnership... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Austin, TX)
- …and partnership returns + Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... partner transactions and related matters + Experience with complex individual tax compliance and planning; estate tax compliance and planning… more
- Cherry Bekaert (Orland Park, IL)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters + Experience with complex... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …opportunity for career and compensation advancement. The firm focuses on complex individual, trust , estate , and business tax work. Familiarity with ... is preferred but not required. Responsibilities will include reviewing and preparing complex trust , estate , individual, and business tax returns as well as … more
- Citigroup (New York, NY)
- …and proven technical proficiency in legal, investment, and tax issues relative to trust and / or estate management and administration + Strong team player ... and continued growth of their trust assets to achieve the client's specific trust and estate planning objectives. **Job Requirements** + Manage a book of … more
- Cherry Bekaert (Cincinnati, OH)
- …are provided in a timely manner to avoid surprises. + Provide the engagement partner responsible for the tax work with timely status updates and communicate ... businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic...and involve the partner in the resolution of client service, … more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... Tax Manager - High Net Worth Individuals & Family...career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll… more
