- Vaco by Highspring (Alhambra, CA)
- Our Real Estate Investment Trust is seeking a Tax Manager to join our growing team. The Tax Manager will be responsible for managing all aspects of ... partnership tax returns and compliance, as well as providing guidance to senior management on tax -related matters. The ideal candidate will have a strong… more
- 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 (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Wipfli LLP (Southfield, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- PNC (PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Senior Tax Liaison within PNC's Trust Tax Compliance organization, ... within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison… more
- City National Bank (Nashville, TN)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a...negotiate as necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax… more
- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both...planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax … more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through 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
- JPMorgan Chase (Dallas, TX)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will...asset management solutions. + Oversee the management of real estate assets held in trust and … more
- Wells Fargo (Winston Salem, NC)
- …+ Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + Proven ... of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty...(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary… more
- Fifth Third Bank, NA (Tampa, FL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the...+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more
- Wells Fargo (Palm Beach, FL)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Robert Half Accountemps (Long Beach, CA)
- Description Senior Tax Manager (CPA) Location: Long...matters + Serve as primary point of contact for trust and estate clients, delivering proactive and ... Type: Full-Time Position Overview We are seeking an experienced Senior Tax Manager (CPA) to join our...706, 709, and complex 1040 returns + Provide strategic tax planning for estate , gift, and wealth… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX...Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax ... firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax ...complex federal and state, as well as individual income, estate and trust returns. You will also… 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,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Lewes, DE)
- …+ Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing specialized expertise in these ... Description Robert Half is looking for a dedicated Tax Senior Staff Accountant to join...are not limited to: + 5+ years of strong tax experience + Trust / estate … more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... messages that engage clients and prospects with the Commerce Trust brand. About This Job As senior copywriter, you will be responsible for concepting and writing… more
- Grant Thornton (Boston, MA)
- …Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning ... and year-end reviews + Research and consult 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 (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
- Truist (New York, NY)
- …to achieve strategic goals. 7. Facilitate and drive project meetings with senior business leaders and client, product, business partner SMEs. 8. Develop, guide, ... events, and technology. 13. Support a culture of collaboration and trust through frequent and transparent communication, professionalism, and respect. 14. May… more
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