- Moss Adams LLP (San Francisco, CA)
- …in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state tax ... and training experience Subject matter expert in corporate, partnership, individual or trust and estate taxation required; prior experience working with large,… more
- NPAworldwide (Chatham, NJ)
- Tax Director - Wealth Management /...client is a private family office providing investment management, estate planning, tax , and accounting services to ... and deep financial expertise. Position Overview Our client is seeking an experienced Tax Director with significant high-net-worth tax experience to lead… more
- Platform Accounting (New York, NY)
- …strategies Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements Lead firm's consulting and advisory ... you will do: Work with and support the firm's Director in leading and managing the local team Become...of experience preparing and reviewing individual, corporate, partnership and estate tax returns Bachelor's degree required; Master's… more
- Spartan Placements LLC (West Palm Beach, FL)
- …NYC, NY A well-established accounting and advisory firm is seeking a highly experienced Senior Tax Manager or Director to join its Private Client Group . This ... Tax Senior Manager, Private Client Group Role Type:...goals, objectives, and family dynamics. Provide expert advice on trust and estate planning strategies tailored to… more
- columbiabank (Seattle, WA)
- …can only achieve this through the dedication of our Associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor), equipment financing; Governmental obligations, … more
- Charles Schwab (Bellevue, WA)
- …they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Wealth Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth … 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 ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… more
- Milton Hershey School (Hershey, PA)
- Director , Real Estate - ( 25000093...responsible for the oversight of all Milton Hershey School Trust Directly Held Real Estate including strategic ... to serve more students. MHS is currently seeking a Director , Real Estate to oversee a portfolio...perform annual appraisals. + Oversee annual financial projections and tax record keeping. + Coordinate the capital plan. +… more
- Grant Thornton (New York, NY)
- As a Valuation & Modeling - Real Estate - Managing Director , you'll assist clients by leading teams that apply traditional and cutting-edge valuation approaches ... day-to-day may include: + Supervising and overseeing the real estate component of Valuation engagements throughout the transaction process...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Rogers, AR)
- …development. * Handle complex tax return reviews, including federal income, estate , trust , and partnership. * Build strong relationships with clients, ... Description We are looking for a Tax Director to join a growing...serving high-net-worth individuals, families, and small businesses with advanced trust and estate planning needs. This role… more
- Cherry Bekaert (Charleston, WV)
- …Advisory services to our clients for over 75 years! We are seeking a **Property Tax Director .** **The location is flexible and remote would be considered.** Some ... all consulting projects. The primary responsibilities of the Property Tax Director is focused in the following:...manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a ... the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift ...we believe in making business more personal and building trust into every result - for our clients and… 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
- 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
- Bank OZK (Dallas, TX)
- …to carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well as provides guidance on resolution ... and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides...law and investment regulations. + Knowledge of federal income, estate , gift, and GST tax ; multi-state … more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …a plus; CPA preferred -Experience with high net worth individual tax , partnership, trust , estate tax -Strong supervisor experience (will manage 3 staff) ... detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may...with high net worth individual tax , partnership, trust , estate tax Strong supervisor… more
- Insight Global (Suwanee, GA)
- …required: CCH Axcess and CCH Engagement, or Lacerte CPA required High volume tax return experience including pass-through, trust / estate , and individual ... A client of Insight Global is looking for a Tax Manager to join their team in the Greater...different clients. Candidates will work closely with the practice director to gain the experience in these different fields.… more
- City of New York (New York, NY)
- …sources for Trust projects (including as applicable senior debt, historic tax credits, sustainability loans or grants, and public subsidy), and ensuring close ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- Umpqua Bank (Walnut Creek, CA)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... team and its assigned book of business,with the approval and guidance of the Trust Regional Director or Trust President. + Directly responsible for… more
- Cherry Bekaert (Dover, DE)
- …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director ( Director ). We ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
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