- 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 (Southfield, 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 (Lincolnshire, 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
- PNC (Kalamazoo, MI)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- MillerMusmar CPAs (VA)
- …many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041) and related filings ... right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040...tax planning for business owners, and exposure to trust , estate , and international individual compliance. This… more
- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax ...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- PNC (Baltimore, MD)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with ... valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You… more
- Milton Hershey School (Hershey, PA)
- …is responsible for the full lifecycle management of all Milton Hershey School Trust Directly Held Real Estate , ensuring that all holdings strategically support ... Director, Real Estate - ( 26000006 ) **Description** Milton Hershey...and conduct annual appraisals. + Oversee annual financial projections, tax record keeping, and compliance. + Coordinate the capital… more
- BMO Financial Group (Milwaukee, WI)
- …of Tax Planning and Legal processes and procedures + In-depth knowledge of Tax issues, Trust Accounting and Investment Management + In-depth knowledge of ... confidence with the client to develop credibility and earn their trust as a member of the client strategy team. +...tax requirements including estate … 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, MA... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Bethesda, 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
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... managing the Graphic Design team. About This Job As Manager , Graphic Design - CTC, you will be responsible...management services including financial planning, estate and tax planning, investment management, private banking and trust… 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
- Edward Jones (Tempe, AZ)
- …Overview:** Do you have a passion for portfolio management and have experience in the trust or estate industry? Our Edward Jones Trust Company provides ... highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting...include: + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift ... and year-end reviews + Researching and consulting 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
- Robert Half Finance & Accounting (Rockville, MD)
- …accounting and industry. + Significant partnership tax experience, ideally in real estate . + Trust accounting, private equity, and state income tax ... Description Join a market-leading, visionary commercial real estate developer and property manager with...forefront of industry transformation. We are seeking an experienced tax professional (flexible on title and compensation based on… more
- Columbia Bank (UT)
- …years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement ... growth and profitability in a manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for the… more
- Robert Half Finance & Accounting (Carson City, NV)
- …across various entities such as partnerships, corporations, and individuals. * Proficiency in managing trust and estate tax matters. * Advanced skills in ... Half Finance and Accounting is recruiting to fill a Tax Senior or Tax Manager ...base of tax clients (individual, partnership, corporation, trust and estate ) as well as very… 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) ... Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization....with high net worth individual tax , partnership, trust , estate tax Strong supervisor… more