- 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
- Wipfli LLP (Chicago, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … 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. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- PNC (PA)
- …and have an opportunity to contribute to the company's success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will have ... within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a...negotiate as necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax… more
- Wells Fargo (San Francisco, CA)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Wells Fargo (San Francisco, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through 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
- Thrivent Financial (Appleton, WI)
- …+ Completion of Juris Doctor Degree. + 10+ years of trust administration, estate planning, estate settlement, tax or related experience with direct ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for...fiduciary accounts. + Thorough knowledge of discretionary distribution analysis, estate planning, compliance, IRAs and tax concepts.… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX...Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax ... firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax ...complex federal and state, as well as individual income, estate and trust returns. You will also… more
- Robert Half Finance & Accounting (Incline Village, NV)
- …opportunity for career and compensation advancement. The firm focuses on complex individual, trust , estate , and business tax work. Familiarity with ... respected local CPA firm with their search for a Tax Senior . The firm offers a challenging,...not required. Responsibilities will include reviewing and preparing complex trust , estate , individual, and business tax… 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,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Lewes, DE)
- …+ Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing specialized expertise in these ... Description Robert Half is looking for a dedicated Tax Senior Staff Accountant to join...are not limited to: + 5+ years of strong tax experience + Trust / estate … more
- Grant Thornton (New York, NY)
- 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 phases ... 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
- Grant Thornton (Dallas, TX)
- …Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning ... engagement and year-end reviews Research and consult on various tax matters, primarily in the federal estate ,...we believe in making business more personal and building trust into every result - for our clients and… more
- Deloitte (Cleveland, OH)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior 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 for… more
- Robert Half Finance & Accounting (Atlanta, GA)
- … preparation for high net worth individuals, partnerships, corporations, as well as gift, estate , and trust tax returns. We offer competitive compensation, ... Description Senior Tax Associate - Public Accounting...Description Senior Tax Associate - Public Accounting My client, a...client, a well-established public accounting firm, is seeking a Senior Associate to join our Tax Team.… more
- Fifth Third Bank, NA (Birmingham, AL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the...+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more
- Cherry Bekaert (Raleigh, NC)
- …Our **Core Tax Services (https://www.cbh.com/services/ tax /)** team is seeking a ** Senior Tax Manager** to support our Raleigh, NC market on a hybrid ... training and developing less experienced professional staff. **As a Tax Senior Manager, you will:** + Solve...for middle-market clients in industries such as manufacturing, real estate , professional services, and high net worth individuals +… more
- Robert Half Finance & Accounting (Aiken, SC)
- …Aiken, South Carolina, is adding an experienced Tax professional to their team. The Tax Senior / Tax Manager will review tax preparation work by staff ... firm with a diverse clientele from various industries such as medical, real estate , and equestrian. The role involves tax management and customer relationship… more