- Wipfli LLP (Chicago, IL)
- … 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...trust agreement language Experience and knowledge of income tax and estate value impact of various… more
- EY (New York, NY)
- …wherever you want it to go. Join EY and help to build a better working world. Tax Services Manager - FSO - EDGE Tax Technology and Transformation EY is ... Capital Markets, Wealth and Asset Management, Insurance, and Real Estate , Hospitality and Construction. Our purpose is to help...distinguishes EY in the marketplace. The Opportunity As a Tax Technology and Transformation Manager , you will… more
- Topel Forman (Chicago, IL)
- …to lead and manage a book of clients including a combination of individuals, entities, trust , estate , and gift tax returns while delivering quality tax ... Job Description We are looking for a Tax Manager for our Chicago office,... returns, including individual, partnerships, S corporation, C corporations, trust , gift, estate and/or not-for-profit tax… more
- Forth Recruiting (Huntington Beach, CA)
- …in the Beach Cities area with a 42-year local presence specializing in Trust and Estate work. They seek a manager to help maintain and grow their Trust ... About the job Tax Manager - Huntington Beach, CA...Nonprofits and foundations, complex real estate transactions. Trust and Estate accounting, foreign tax… more
- Baker Tilly (Philadelphia, PA)
- …and their private businesses and/or investment entities: Perform complex individual, partnership, S-corp, trust , estate , gift and state tax returns Work on ... tracking system. Job Description: Join Baker Tilly as a Tax Manager with our Private Wealth/High Net...multiple engagements that deliver proactive tax planning and strategic consulting including federal estate… more
- BDO USA (Chicago, IL)
- …financial structures. The Private Client Services Practice is experienced in all aspects of estate , income, gift, and trust tax consulting and compliance; ... compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager , Private Client Services is responsible...and their advisors to gather information needed to prepare tax returns Reviews individual, trust , estate… more
- Platform Accounting (New York, NY)
- Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the ... strategies Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements Lead firm's consulting and advisory… more
- Gateway Search Associates (Wilmington, DE)
- …forms Review/prepare other tax forms as needed, relating to distributions, gifts, estate , and generation skipping taxes for the trust and its beneficiaries ... where our client serves as trustee. Reporting to the Tax Manager , Senior Tax ...preferred *Experience with ProSystem FX preferred *Knowledge of directed trust tax issues preferred *Must be detail… more
- EY (New York, NY)
- …want it to go. Join EY and help to build a better working world. Seasonal Tax Manager - Real Estate Partnership - *Remote* - Financial Services Organization ... Our real estate tax practice is comprised of a...tax teams. Your key responsibilities As a seasonal tax manager your main priority will be… more
- Regions Financial Corporation (Knoxville, TN)
- …to practice law on behalf of Regions Bank, and four (4) years of Trust Administration, Estate / Tax Law, Financial Planning, Investment or related experience ... Compliance Reviews for clients in conjunction with the assigned Trust or Wealth Advisor Supplies Portfolio Manager ...of Business Administration (MBA) and four (4) years of Trust Administration, Estate / Tax Law, Financial… more
- Ascend Partner Firms (Vancouver, WA)
- …innovation and growth in the years to come. The Role We are looking for a Senior Tax Manager for our Trust and Estates team! Leveraging your expertise in ... tax forms. Perform initial and/or final review of manager , tax senior, tax staff...or related field 10+ years of public accounting experience Trust & Estate tax expertise… more
- Vensure Employer Services (Winter Garden, FL)
- …and team. Essential Duties and Responsibilities Review tax returns Lead tax engagements for closely held businesses, real estate pros, and high-net-worth ... a small, growing CPA firm that focuses solely on tax and advisory, no audits! We have a great...clients Serve as the strategic voice they trust -not just a number cruncher Help shape firm processes… more
- Hightower (Chicago, IL)
- …Solutions team empowers advisors to do more for their clients by delivering specialized estate and financial planning, tax , trust , business, and investment ... services. The Wealth Solutions team partners with advisors as an extension of their team to differentiate their value to prospective clients and deepen their client relationships. Reporting to the Head of Wealth Solutions, you will be responsible for managing… more
- The Source and Recruit Company (Essex Junction, VT)
- …ownership potential. Key Responsibilities Prepare and review individual, partnership, corporate, and trust / estate tax returns Supervise and mentor junior ... Position Type: Full-time Reports To: Vice President/ Tax Manager Salary Range: $85,000 - $105,000 annual, depending on experience About the Company Lavallee &… more
- BNY Mellon (Philadelphia, PA)
- …the world. This is what #LifeAtBNY is all about. As a leading wealth manager , BNY Wealth Management is focused on helping successful individuals and their families ... help clients in the US and abroad achieve stronger after- tax performance to help maintain their wealth over generations....seeking future team member for our VP IWM Portfolio Manager II role located in Philadelphia, PA. Hybrid work… more
- Nexamp (Boston, MA)
- …strong understanding of supporting financial closings, including construction financing and Tax Equity Financing. Land development, real estate negotiations, ... team and looking to hire a Renewable Portfolio Operations Manager . In this role, you will play a critical...addressing risks, and supporting financial closings, including construction and Tax Equity Financing. This is a hybrid role out… more
- Wintrust (Chicago, IL)
- …as needed from time to time. Skills and Qualifications: Strong knowledge of Trust , Estate , Guardianship Administration: A solid understanding of fiduciary law ... and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust ., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company… more
- WaFd Bank (Dallas, TX)
- …due diligence and analytical support to the Relationship Officer and Relationship Manager , Director and Division Manager . The Credit Analyst is responsible ... of loans; assists Relationship Officers, Relationship Managers, Directors and the Division Manager in writing loan requests; promotes business for the Bank by… more
- International Search Consultants (Seattle, WA)
- …of annual budget and reporting. Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and ... updating all estate planning documents. Manage and administer philanthropic giving for...domestic and abroad with regard to communication and property manager coordination including new construction ventures. Provide strategic review… more
- Banc of California (Los Angeles, CA)
- …providing necessary training & guidance. At times may act as Team Manager during his/her absence. Assists with escalated issues from Community Banking, Business ... policies and procedures Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more
