- Monster (Coral Gables, FL)
- Responsible for providing trust and estate administration services to individuals with the objective to achieve high standards of service quality within the ... the regulators and the market they served. Responsibilities: Administer estate , trust , or custody accounts according to...and other professionals employed by customers, as necessary. Coordinates tax and real estate activities related to… more
- Monster (New Milford, CT)
- …account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning. Act as the primary liaison with ... & Client Presentations: Work with the Future Track Program Manager to foster a goal-based mindset as it relates...relationships. Engage in community events as a professional leader. Trust & Account Administration Act as the primary advisor… more
- Wipfli LLP (Denver, CO)
- … 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...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Detroit, MI)
- … 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...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Chicago, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… more
- Wipfli LLP (Detroit, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… 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 ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. ... * CPA certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency in preparing… more
- Deloitte (Cleveland, OH)
- …any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management -… more
- PNC (Pittsburgh, PA)
- …at the manager 's discretion. **Job Description** + Manages all assigned trust owned real estate assets, which will include moderately complex beneficiary ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and the trust and estate issues that often go...we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate /Construction Advisory Manager , you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all ... wide variety of industries with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives. + Assisting in matters involving fraud,… more
- UMB Bank (St. Louis, MO)
- The Portfolio Manager II - Real Estate Group role is tasked with executing all portfolio management activities for monitoring, identifying, and managing the ... which generally consists of loan relationships greater than $5,000,000. The Portfolio Manager will manage the associated credit risks of an assigned CRE loan… more
- University of Virginia (Charlottesville, VA)
- …clauses. + Support the oversight of accounts payable/receivable processes related to real estate transactions. + Apply for and/or maintain tax exemptions for UPG ... a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares… more
- Cherry Bekaert (Boston, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... Services (https://www.cbh.com/services/ tax /)** team is seeking a **Senior Tax Manager ** to support our Boston, MA... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Rockville, MD)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... clients for over 75 years. We are seeking a ** Tax Manager ** to support our Washington, DC... tax compliance and planning as well as estate tax compliance and planning are a… more
- Regions Bank (Birmingham, AL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Trust Property Manager works within the Natural Resources / Real Estate ... (NRRE) group to manage a portfolio of real estate properties either held in trust , agency,...insurance claims and repairs, new leases and renewals, 1031 Tax Exchanges, HOA and COA membership representation, and review… more
- Robert Half Finance & Accounting (Lufkin, TX)
- …Fx and CCH Sales Tax . * Strong expertise in corporate, individual, estate , and trust taxation. * Comprehensive knowledge of multi-state, international, and ... Description Senior Tax Manager Lead, Strategize, and Make...while driving strategic financial planning. This role focuses on tax planning, compliance, estate planning, financial statement… more
- Robert Half Finance & Accounting (West Des Moines, IA)
- Description We are in the process of adding a Tax Manager - Public to our team....Tax - Corporate, Tax - Partnership, Tax - Trust & Estate ... engagements and handle a diverse portfolio of clients. The Tax Manager will also provide strategic ...- Partnership is required * Knowledge and experience in Tax - Trust & Estate … more
- Cherry Bekaert (Montpelier, VT)
- …Advisory services to our clients for over 75 years! We are seeking a **Property Tax Manager .** **The location is flexible and remote would be considered.** Some ... all consulting projects. The primary responsibilities of the Property Tax Manager are focused in the following:...execution of property tax strategies to optimize tax liabilities across the company's real estate … more
