- Stockman Kast Ryan + Company (Denver, CO)
- …with our estate /gift tax subject matter experts to develop income and estate /gift tax planning strategies for our clients. Ensures both that (a) ... preferred. What You'll Be Doing: As a Trust & Estate Tax Manager you will manage high-net-worth... Manager you will manage high-net-worth client engagements, from tax planning through the review of a… more
- Sheryll Law, PC (Riverhead, NY)
- …the intention and purpose of different complex planning strategies, including tax -based estate planning techniques. The ideal candidate thinks outside ... NOT LICENSED IN NEW YORK) Must have at least 3 years of progressive experience with estate planning and probate matters at a law firm that focuses on estate … more
- NPAworldwide (Melville, NY)
- …team. The firm specializes in a wide array of services, including accounting, auditing, tax , estate planning , and more. Requirements: Manage multiple client ... including 1040s, 1041s, 1120s, and 1065s. Provide expertise in estate , trust, and financial planning for high-net-worth...tax projections and strategies for quarterly estimates and tax planning . Conduct tax research… more
- BDA Recruitment & Consulting (Boston, MA)
- … tax areas: Affordable housing tax credits Sales and use tax Estate planning Qualified plan administration Technical Competencies Advanced knowledge ... Mergers and acquisitions (M&A) tax considerations Business entity structure planning Tax risk and opportunity assessment Preferred Expertise Experience in… more
- Wright Staffing Source (Houston, TX)
- …manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning , and consulting, and will play a ... key role in supporting our high-net-worth clients. Key Responsibilities: Trust and Estate Tax Compliance: Prepare and review complex trust, estate , and gift … more
- NFP (Stamford, CT)
- …advisor success. Advanced Planning Support Serve as the internal expert for advanced estate , business, and tax planning . Partner with advisors on custom ... initiatives. EDUCATION/EXPERIENCE: Bachelor's degree required; JD, CPA, or advanced degree in tax / estate planning strongly preferred. 10+ years in financial … more
- Freedman CPA, PC (Fort Lauderdale, FL)
- …we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and ... client specific consulting, to mention just a few. Tax Preparer Job Description We are looking for a...Preparer Job Description We are looking for a detail-oriented tax associate to consult with clients and provide … more
- NPAworldwide (Chatham, NJ)
- …About the Firm Our client is a private family office providing investment management, estate planning , tax , and accounting services to a multigenerational ... and financial acumen along with excellent interpersonal skills. Key Responsibilities Tax Planning & Compliance Prepare quarterly federal and state estimated… more
- Cherry Bekaert (Louisville, KY)
- …individual and partnership returns Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs ... and related matters Experience with complex individual tax compliance and planning as well as estate tax compliance and planning are a plus What… more
- Goldman Sachs, Inc. (Houston, TX)
- …provide family office services to assist clients in meeting their income tax , estate tax , philanthropic and financial planning goals. We are looking for ... product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning , philanthropic planning and private banking and… more
- Union Savings Bank (New Milford, CT)
- …and account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning . Act as the primary ... Financial Planning : Maintain a thorough understanding of the client's...client's financial situation and lead clients through the financial planning process by gathering significant and pertinent data as… more
- Alchemy Legal (New York, NY)
- …Communicate accountants and tax professionals to ensure accurate and timely tax filings. Draft basic estate planning documents including advanced ... a focus on estates and trusts as well as tax law. Bachelor's degree or equivalent experience; Paralegal certification...trust fund letters. Familiarity with ILS a plus. Finalize estate planning documents for signing appointments. Coordinate… more
- Range (New York, NY)
- …international tax issues including US persons living abroad and foreign investments. Estate and Gift Tax Planning : Strategies for minimizing estate ... Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return...for real estate investments. State and Local Tax Optimization (SALT): Planning to minimize state… more
- SourcePro Search, LLC (Newark, NJ)
- …Maintain accurate trust records (assets, income, expenses, beneficiaries). Analysis & Planning : Assist attorneys with estate tax projections ... financial institutions and appraisers. Prepare inventories of assets and liabilities. Assist with estate accountings and tax filings (Form 706, NJ IT-R, etc.).… more
- Gpac (Pittsburgh, PA)
- …to serve high-net-worth and ultra-high-net-worth clients. You'll be involved in complex tax planning , compliance, and estate strategy, gaining exposure ... tax returns including partnership, S-corporation, individual, trust, estate , and foundation returns Tax Planning...S-corporation, individual, trust, estate , and foundation returns Tax Planning & Strategy Work hand-in-hand with… more
- The LaSalle Group (Lemont, IL)
- …must) CPA designation or progress toward certification preferred A deep understanding of tax law, planning strategies, and estate management Strong ... Are you a seasoned tax professional with expertise in managing the complexities...in managing the complexities of high-net-worth individuals? A leading tax firm in Lemont, IL, is looking for an… more
- Brighton Jones (Stamford, CT)
- …and external resources to achieve client objectives in such areas as Investment Management, Estate Planning , Tax Planning , Risk Management, and General ... PLANNER (TM) (CFP(R)) designation 6+ years in financial and/or estate planning related work, preferably at a...financial services company or wealth management firm Expertise in estate , tax , retirement, insurance, investment, and cash… more
- Michels Corporation (Brownsville, WI)
- …Office Collaboration: Coordinate closely with the family office team and external advisors on tax planning , cash flow, estate and trust matters to ensure ... with family estate plans, business operations, and long-term financial structures. Tax Planning & Optimization: Identify and implement tax -saving… more
- Financial Planner Recruiting, LLC (New York, NY)
- …creating product plans and roadmaps. Research and present investment strategies. Coordinate tax filing and estate planning . Qualifications: Active ... plans and wealth strategies. Maintain an in-depth understanding of financial planning , investments, and tax planning . Be an active part of a collaborative… more
- CBIZ, Inc. (Boston, MA)
- …family clients that make use of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable ... and maximize tax efficiency. Advise clients on wealth preservation, estate planning , and other tax -related matters. Team Leadership Manage and lead… more
