- Wipfli LLP (Lincolnshire, IL)
- … 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
- Robert Half Accountemps (Lake Geneva, WI)
- …and process quarterly estimated tax payments for clients. * Collaborate on trust accounting practices, including preparation of estate and gift tax ... to contribute to a boutique legal firm specializing in estate planning and taxation. As part of this position,...increased workloads. * Work closely with partners and the tax manager to meet client needs effectively.… more