- EisnerAmper LLP (New York, NY)
- …and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services ... for overseeing tax planning and compliance functions for individuals, trusts, estates , and related entities, ensuring accuracy and compliance with tax laws… more
- Talently, LLC (Highland Park, IL)
- …accounting CPA certified and active license Expertise in private client management; particularly estate , gift & trust tax UHNW & investment partnership ... Job Description Job Title : Tax Senior Manager Location : Highland...+ bonus Skills : UHNW, Investment Partnership, Private Wealth, Estate Tax , Gift Tax , Trusts… more
- Frazier & Deeter (Tampa, FL)
- …HNW tax planning, compliance, and consulting in public accounting Deep understanding of estate , gift, and trust tax laws and their application. Expertise ... grow in every aspect of life. Job Summary: A Tax Manager works closely with partners, staff...in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Cherry Bekaert (Elgin, IL)
- …and partnership returns Build and serve our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs ... clients for over 70 years. We are seeking a Tax Manager to support our Chicago Metro...partner transactions and related matters Experience with complex individual tax compliance and planning; estate tax… more
- LaSalle Investment Management (Chicago, IL)
- …residential, retail and other properties located in the United States is seeking a Senior Tax Manager in the firm's Chicago headquarters to assist with the ... Inc. ("JLLIPT") an externally advised, daily valued perpetual-life real estate investment trust ("REIT") that owns and...seven years' experience in industry or public accounting. Real estate , REIT, individual and partnership tax compliance… more
- TD Bank Group (Manchester, NH)
- … tax return preparation by co-sourcing partners Utilizes Thomson Reuters OneSource Trust Tax platform and other technologies for client service delivery ... and planning for an assigned section of US Wealth trust and estate accounts and individual investment...state fiduciary income taxation Experience using Thomson Reuters OneSource Trust Tax platform Ability to independently manage… more
- Wright Staffing Source (Atlanta, GA)
- About the job Tax Manager About us: At Wright Staffing...public accounting. 1+ year of experience managing a team. Trust & Estate tax experience in ... while helping individuals grow and succeed in their careers. Tax Manager Remote Are you a CPA...timely deliverables. Reviewing tax projects and overseeing tax planning strategies, including entity structuring, real estate… more
- First Horizon (Knoxville, TN)
- …agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, ... listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth...opportunities, or servicing requirements. Job Requirements : -Knowledge of trust principles, regulatory and tax matters relating… 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 ... range: $175,000 - $225,000 Essential Functions: 1. Performs technical tax review and approval of individual, trusts, estates...of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope,… 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
- 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
- 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
- JPMorgan Chase (Dallas, TX)
- …professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, ... The **Global Trusts & Estates Practice** is an integral part of Wealth...class" client service + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management… more
- Deloitte (Davenport, IA)
- …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
- Moss Adams LLP (Walnut Creek, CA)
- ** Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… more
- Bank of America (Chicago, IL)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary… more
- Grant Thornton (Phoenix, AZ)
- 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
- Deloitte (Houston, TX)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare and… more
