- Trust Counsel PL (Coral Gables, FL)
- …strategies and solutions for clients. Have experience with sophisticated /HNW domestic estate tax and asset protection planning. Analyze and prepare complex ... next FL bar exam LLM is not required. Demonstrated experience in Estate Planning, Estate Tax Planning, Asset Protection, and Trust Administration is… more
- Vaco by Highspring (Alhambra, CA)
- Our Real Estate Investment Trust is seeking a Tax Manager to join our growing team. The Tax Manager will be responsible for managing all aspects of ... in partnership taxation, CPA certification, and experience within the real estate industry. Responsibilities: Prepare and review partnership tax returns… more
- Midland States Bank (Joliet, IL)
- …counsel. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. ... be assessed in lieu of experience. Knowledge of financial planning and estate planning techniques. Demonstrated success working in team environment. Ability to meet… more
- Usaa (Phoenix, AZ)
- … tax -efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products. Recommends ... situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective… more
- Usaa (Plano, TX)
- …personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other ... threats to an effective retirement income plan, as well as USAA's financial products and services. Integrate risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up… more
- Reed Smith LLP (Philadelphia, PA)
- …and county) Maintain paper and electronic filings. Maintain paper files for certain Estate Accounts (ie, for purposes of tax filings); Retrieve documents from ... files as needed. Maintain Client Minute Books. Litigation Tasks as required E-Filings: Federal, State and appellate court filings. Scheduling remote court appearances Schedules messengers and other vendors for pick-up of documents for errands such as filings… more
- Usaa (Plano, TX)
- …member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. ... financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct… more
- San Diego Housing Commission (San Diego, CA)
- …holidays Employer paid pension contribution of 14% to base salary 457 tax -deferred savings plan Social security exempt Tuition reimbursement up to $5,000 annually ... to creating 50058s. Understanding of basic structure of HCV/PBV/Public Housing/ Tax Credit. Ex. Eligibility Processes Application Waiting List Selection… more
- Robert Half Legal (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This ... * Provide legal advice and representation to clients in trust and estate tax matters. * Draft and review estate planning documents, including… more
- CommonSpirit Health (San Francisco, CA)
- **Job Summary and Responsibilities** The Real Estate Tax Lease Analyst is responsible for the day-to-day operations associated with collecting, interpreting, and ... operational reports. Manage the documentation needed to file for real estate tax exemption status for a 501(c)3 organization for multiple organizations. Maintain… more
- NJEDA (NJ)
- …Job Overview The role is a senior leadership position within the NJEDA Real Estate Tax Credit Department, responsible for overseeing the Authority's real ... estate portfolio of tax credits and incentives,...estate portfolio of tax credits and incentives, leading strategic development projects, and...+ Reports out on the results of the real estate incentive and tax credit programs and… more
- Walmart (Bentonville, AR)
- **Position Summary ** Senior Manager, Tax - Real Estate Location: Bentonville, AR This Senior Manager, Tax - Real Estate will be responsible for managing ... and drive accurate valuations of all real property. As part of the Real Estate Property Tax team, you will have the opportunity to learn and grow in a fast-paced… more
- Wipfli LLP (Denver, CO)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. + Preparing written deliverables, such as emails, memos, ... in a timely manner, and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other available… more
- Wipfli LLP (Southfield, MI)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. + Preparing written deliverables, such as emails, memos, ... in a timely manner, and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other available… 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' ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Wipfli LLP (Lincolnshire, IL)
- … estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private ... compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience with advanced … more
- Wipfli LLP (Southfield, MI)
- … estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private ... compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + Experience with advanced … more
- PNC (PA)
- …prior years returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ... 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
- Robert Half Legal (Seattle, WA)
- … tax research and provide support for the preparation and filing of federal and state estate tax returns. * Advise clients on estate and gift tax ... with the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning. * Exceptional research and analytical skills, with the ability… more
- Robert Half Legal (Worcester, MA)
- …wills, trusts, and powers of attorney. * Provide legal advice to clients regarding estate tax strategies and asset protection. * Oversee probate and estate ... estate plans. * Help clients navigate complex trust and estate tax issues with precision and clarity. Requirements * Active Massachusetts bar license… more
