- 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
- 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
- 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 (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
- 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
- Robert Half Finance & Accounting (The Woodlands, TX)
- …Display proficiency in tax returns, including Federal business and individual, Trust , Estate , and all individual State returns. * Utilize QuickBooks Desktop ... Description We are in search of a Tax Manager to join our team...estates , and individuals. * Conduct research on current tax laws and share relevant information with the team.… 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
- Robert Half Finance & Accounting (Encino, CA)
- …accounting, including preparing individual, corporate, partnership, non-profit, trust , and estate returns. * Proficiency in tax software such as Intuit ... Description We are looking for an experienced and motivated Tax Manager to join our team in...* Review and prepare complex federal and state income tax returns for individuals, corporations, partnerships, non-profits, estates… more
- TD Bank (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...fiduciary income taxation + Experience using Thomson Reuters OneSource Trust Tax platform + Ability to independently… 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
- Milton Hershey School (Hershey, PA)
- …Director is responsible for the oversight of all Milton Hershey School Trust Directly Held Real Estate including strategic planning, acquisitions, dispositions, ... Director, Real Estate - ( 25000093 ) **Description** Milton Hershey...perform annual appraisals. + Oversee annual financial projections and tax record keeping. + Coordinate the capital plan. +… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …diverse tax assignments, including corporate, partnership, individual, and estate / trust income returns, while ensuring compliance and delivering exceptional ... Ramon, California. This role involves working closely with the Tax Partner and Senior Manager to handle... regulations. * Experience preparing individual, corporate, partnership, and estate tax returns. * Excellent organizational skills… more