- 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 (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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Cherry Bekaert (Virginia Beach, VA)
- …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 **Virginia Beach,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Rockville, MD)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... clients for over 75 years. We are seeking a ** Tax Manager ** to support our Washington, DC... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (West Des Moines, IA)
- Description We are in the process of adding a Tax Manager - Public to our team....Tax - Corporate, Tax - Partnership, Tax - Trust & Estate ... engagements and handle a diverse portfolio of clients. The Tax Manager will also provide strategic ...- Partnership is required * Knowledge and experience in Tax - Trust & Estate … more
- Robert Half Finance & Accounting (Lufkin, TX)
- …Fx and CCH Sales Tax . * Strong expertise in corporate, individual, estate , and trust taxation. * Comprehensive knowledge of multi-state, international, and ... Description Senior Tax Manager Lead, Strategize, and Make...while driving strategic financial planning. This role focuses on tax planning, compliance, estate planning, financial statement… more
- Robert Half Finance & Accounting (St. Paul, MN)
- …* Foster and maintain relationships with executives across various family offices * Prepare and review Trust Tax Returns and Estate Tax Returns * Utilize ... Description We are on the lookout for a Tax Manager - Public to join...K-1s, stock options, and multi-state K-1s * Review Real Estate partnerships and apply tax code to… more
- Robert Half Finance & Accounting (New York, NY)
- …is a blend of GL and FP& A + Real estate partnership, K1, HNW, C Corp, Trust and Individual tax returns + Individual tax and estate planning + ... NYC. Their portfolio is an impressive collection of Real Estate entities in the NYC area. The CFO and...some finance (budgets/forecasting) role. Title is fluid ie Asst. Controller/ Tax Manager . The role will report directly… more
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