- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax...preparation of trust tax returns, as well as providing tax ...strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Services company located in the Wilmington Delaware area is looking to staff a Sr. Trust Tax Accountant with a strong background in trust taxation, including ... assets, and coordinate tax planning activities. The ideal Senior Trust Tax Accountant should preferably have public accounting experience, hold a CPA, and… more
- Charles Schwab (Bellevue, WA)
- …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 goal of the relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that among other things that could result in a large… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Department Administrative Assistant - Tax , Trust & Estates (Minneapolis, MN) (#3975) We are seeking aDepartment Administrative Assistantto support our Tax , ... bonus eligible); adoption assistance; healthcare, dependent care, and transportation pre- tax reimbursement accounts; back-up child and elder care program; education… more
- Wipfli LLP (Chicago, IL)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- Wipfli LLP (Detroit, MI)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- Aston Carter (Phoenix, AZ)
- …and internal procedures. Essential Skills + 3-5 years of experience in estate and trust tax preparation. + Experience with Forms 1041, 5227, 709, and 706. ... Job Description We are seeking a knowledgeable and dedicated Tax accountant specializing in estate and trust ...dedicated Tax accountant specializing in estate and trust taxation. This role involves preparing various tax… more
- Aston Carter (Phoenix, AZ)
- …Preparer to join our dynamic and growing team! If you're experienced in estate and trust tax prep and enjoy working with high-net-worth clients, this is your ... Senior Tax Preparer - Phoenix, AZ Full-Time | Onsite...diverse client base, expand your expertise in estate and trust taxation, and be part of a team that… 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 clients' ... tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and… more
- Wipfli LLP (Denver, CO)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... agreement language + Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts… more
- Wipfli LLP (Detroit, MI)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... agreement language + Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts… more
- Robert Half Legal (San Jose, CA)
- …to fiduciary, trust , and estate matters. * Ability to prepare and review trust tax returns accurately. * In-depth knowledge of trusts and estates law, ... providing legal counsel and support in estate planning, probate, trust administration, and estate and gift tax ...probate, trust administration, and estate and gift tax matters. You will work collaboratively with colleagues and… more
- PNC (PA)
- …contribute to the company's success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will have the ability to work from your ... Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison team (estate settlement). You will work and communicate… more
- TD Bank (Manchester, NH)
- … tax return preparation by co-sourcing partners + Utilizes Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery + ... and state fiduciary income taxation + Experience using Thomson Reuters OneSource Trust Tax platform + Ability to independently manage assigned account load +… more
- Robert Half Accountemps (San Ramon, CA)
- …experience as a Tax Preparer, with expertise in handling personal, business, and trust tax returns. * Proficiency in Intuit Lacerte software for tax ... a well-established tax team, handling a variety of tax preparation tasks for personal, business, and trust returns. If you have a strong background in tax… more
- Robert Half Finance & Accounting (Wyoming, PA)
- …-related accounting and reporting for various trusts, including the preparation of trust tax returns and maintaining supporting documentation. * Ensure ... corporate tax regulations, compliance requirements, and processes. * Familiarity with trust tax accounting and preparation is preferred but not mandatory. *… more
- Robert Half Finance & Accounting (St. Paul, MN)
- …and maintain relationships with executives across various family offices * Prepare and review Trust Tax Returns and Estate Tax Returns * Utilize strong ... Description We are on the lookout for a Tax Manager - Public to join our team...circumstances * Read, understand, and apply directions contained in trust documents prepared by others * Maintain active communication… more
- Gelfand Rennert & Feldman (Encino, CA)
- …+ 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + ... individual, corporate (S corp and C corp), partnership, estate, trust , fiduciary, and exempt organization tax returns...partnership, estate, trust , fiduciary, and exempt organization tax returns + Review General Ledger and reports to… more
- Cherry Bekaert (Virginia Beach, VA)
- …+ Build and serve our high net-worth individual clients with estate, gift and trust tax planning and compliance needs + Leverage strong project management, ... , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to… more
- Cherry Bekaert (Rockville, MD)
- …and serving our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs + Leverage your project management, ... Advisory services to our clients for over 75 years. We are seeking a ** Tax Manager** to support our Washington, DC Metro market. The successful candidate will manage… more