- Robert Half Finance & Accounting (Wilmington, DE)
- …client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … 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 clients' ... tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and… more
- Wipfli LLP (Denver, CO)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… more
- Wipfli LLP (Southfield, MI)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… more
- Charles Schwab (Westlake, TX)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... The goal of the relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that among other things could result in a large amount of… more
- Wipfli LLP (Lincolnshire, IL)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- Wipfli LLP (Southfield, MI)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- MillerMusmar CPAs (VA)
- …with the right people in the right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040 review, tax planning for ... Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust , and High-Net-Worth About Us MillerMusmar CPAs is a full-service… more
- Kelly Services (San Diego, CA)
- …Prepare and review individual and trust tax returns. + Assist the Tax Manager with complex assignments as needed. + Communicate directly with clients to ... **Job Posting: Senior Tax Accountant (CPA Required) - Up to $110K...Overview:** We're seeking a highly skilled and detail-oriented **Senior Tax Accountant** to manage complex tax assignments… more
- State of Montana (Kalispell, MT)
- …our successes and take pride in our work *Job Overview: * The NWLO Trust Lands Management Program Manager is responsible for developing, coordinating, and ... of forestry, real estate, minerals, agriculture/grazing, and their respective subprograms. The Trust Lands Program Manager supports Area and Unit implementation… more
- Commerce Bank (Kansas City, MO)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...their business partners. The Wealth Management Private Banking Product Manager is a key point of contact supporting our… more
- Commerce Bank (St. Louis, MO)
- …provider 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...of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...Apply knowledge and skills in Public Accounting, Public Accounting Tax , Partnership Taxation, Trust tax ,… more
- UMB Bank (Kansas City, MO)
- This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of trust ... or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with...will spend your time: + Oversee a team of Trust Advisors + Define, measure and report on team… more
- Cushman & Wakefield (St. Louis, MO)
- **Job Title** Trust Asset Assistant Manager **Job Description Summary** Support the Trust Asset Managers in managing a portfolio of 80-100 assets consisting ... terms of the property's management agreement. **Job Description** Responsibilities: + Support the Trust Asset Manager in their daily, weekly, monthly, and annual… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …The Tax Manager will be responsible for answering and researching legal/ trust related tax inquiries, ensuring compliance with tax laws, managing ... located in the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high-net-worth...experience . Active CPA preferred . Knowledge of directed trust tax issues is strongly preferred For… more
- UMB Bank (Austin, TX)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate ... UMB's Corporate Trust and Escrow Services is a nationally recognized...services to municipal and corporate issuers of taxable or tax -exempt debt. We also provide escrow-related and custodial services… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description We are looking for a skilled Tax Manager to join a leading law firm in Minneapolis, Minnesota. This role offers an exciting opportunity to specialize ... in estate and trust tax matters, while also providing potential career growth paths either in tax leadership or as an attorney if you hold a JD. The position… more
- Commerce Bank (Columbia, MO)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...advice, customized solutions and unparalleled service. As a Portfolio Manager I, you'll meet with assigned clients on a… more
- Commerce Bank (St. Louis, MO)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. The main...strategy. About This Job As the Senior Marketing Campaign Manager , you will be responsible for planning, overseeing and… more
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