- Wipfli LLP (Englewood, 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...trust agreement language Experience and knowledge of income tax and estate value impact of various… more
- WithumSmith+Brown (Baltimore, MD)
- …as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations , you'll work alongside ... surrounding communities. How you'll spend your time: Reviewing individual, trust , partnership and corporate tax returns prepares by tax staff and/or seniors… more
- Ensign Services (San Juan Capistrano, CA)
- REIT Accounting Manager /Senior Manager San Juan Capistrano, CA | Full-Time | $100K-$150K + Bonus + Equity Ensign Services, Inc., is seeking a high-performing ... REIT Accounting Manager /Senior Manager to lead the accounting operations....Key Responsibilities Oversee the day-to-day operations of the real estate accounting department, ensuring accurate and timely recording of… more
- EY (New York, NY)
- …compliance Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching ... and help to build a better working world. Seasonal Tax Manager - FSO-Private Client Services -...for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and… more
- Topel Forman (Denver, CO)
- …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 Denver office,... returns, including individual, partnerships, S corporation, C corporations, trust , gift, estate and/or not-for-profit tax… more
- Spartan Placements LLC (Cleveland, OH)
- …tax filings, including multi-jurisdictional considerations. Oversee the preparation and filing of trust tax returns, ensuring compliance and strategic tax ... High Net Worth Tax Specialist This role is open to Manger,...align with financial goals while minimizing liabilities. Advise on estate planning, trust administration, and wealth transfer… more
- Opsahl Dawson (Bellevue, 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
- Allworth Financial (Folsom, CA)
- …employees. DUTIES AND RESPONSIBILITIES: Apply technical knowledge to prepare and review income, estate / trust and gift tax returns and provide staff with ... 40 RIA in 2022. SUMMARY: We're currently seeking a Tax Manager for our Folsom, CA, Vancouver,...Multi-state tax preparation/filing experience preferred Form 1041 Trust & Estate and Form 709 Gift… more
- Calvetti Ferguson - Experienced Professionals (Dallas, TX)
- …areas listed below: High net worth individuals, their personal tax returns, trust returns, and gift & estate planning Privately held businesses, including ... grow your career, expand your expertise, and make a real impact. The Tax Manager /Senior Manager is responsible for all phases of client engagements including… more
- Executive Resource Systems (Denver, CO)
- …Corporations, C Corporations, nonprofits and foundations. Prefer experience with complex real estate transactions, trust accounting, foreign tax matters and ... Tax Manager Exceptional career opportunity for a current US based CPA firm Tax Manager , to join a very successful, well established firm offering short… more
- Platform Accounting (Encino, CA)
- 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
- Washington Trust Bank (Bellevue, WA)
- …supporting our clients across Washington, Oregon, and Idaho. For Washington Trust Bank, ideal candidates demonstrate a can-do attitude, approach situations ... loan officer team. Essential Functions: Establishes and develops relationships with real estate agents so that potential mortgage customers will be referred to WTB.… more
- Franklin Templeton (Broomall, PA)
- …an after- tax framework. In working with high-net-worth clients (HNW), an understanding of tax , trust , and estate planning knowledge is important. The PM ... works with a team to provide additional services for clients, including financial planning, tax , trust , and estate services to build client relationships for… more
- Crescent City Recruitment Group (Madison, NJ)
- …mentor accounting/ tax staff *Proficiency with Microsoft Office Suite and relevant accounting/ tax platforms * Trust and estate experience highly preferred ... Director Our client is a private family office providing investment management, estate planning, tax , and accounting services to a multigenerational… more
- Balentine (Atlanta, GA)
- …RM will provide comprehensive wealth management services, ranging from investment strategy, estate planning, and tax optimization to philanthropy and family ... We're Hiring: Relationship Manager Balentine is seeking a Relationship Manager...Provide personalized financial advice and services, including investment management, estate planning, tax strategies, and philanthropy, tailored… more
- Industry FInTech (Austin, TX)
- …provide insights into property performance. Compliance and Risk Management: Monitor real estate tax assessments, enforce building codes, and ensure compliance ... trust and respect of investors worldwide. About the Role: Senior Property Manager Rastegar Property Company/LightTower, a leading real estate firm in Austin,… more
- Baillow Recruiting LLC (Minneapolis, MN)
- …relationships Preparing and reviewing complex tax returns (corporate, partnership, individual, trust , estate ) Mentoring and training team members on tax ... advisory firm that's transforming how clients experience accounting and tax services. We're looking for a dynamic Location ...tax services. We're looking for a dynamic Location Manager to take the reins at our client's Spring… more
- VNO-NCW (Paramus, NJ)
- Vornado Realty Trust (NYSE: VNO) is an equity Real Estate Investment Trust (REIT) with over 30 million square feet of office and retail properties under ... and large commercial landlords in New York. Vornado Realty Trust is seeking an Assistant Manager of...members and members of other departments (eg, Property Accounting, Tax , IT, FP&A) Excellent organization skills and attention to… more
- Baird (Pittsburgh, PA)
- …To learn more about Baird Trust , click here . As a Sr. Portfolio Manager , you will: Serves high net worth and institutional clients within Baird Trust ... recommendations for resolution of complex financial issues Collaborate with Trust Administrators, Estate Planners and Financial Consultants/Relationship Managers… more
- Aston Carter (Mchenry, IL)
- Job Title: Accounting Manager Job Description Join our dynamic team as an Accounting Manager , where you'll play a pivotal role in overseeing financial operations ... Manage accounting and bookkeeping functions, ensuring compliance with local accounting and tax rules. Oversee cash flow and financing activities to optimize working… more
