- Wipfli LLP (Loveland, 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
- First National Bank of Omaha (Fort Collins, CO)
- …administer trust relationships and work with an investment portfolio manager to proactively perform investment or market analysis. They will develop, interpret, ... communicate and facilitate complex trust and estate planning matters as part...to fiduciary matters (eg estate planning, probate, estate , gift and income tax planning, guardianships,… more
- Cherry Bekaert (Cheyenne, WY)
- …Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work ... experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment,...and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers, and… more
- Cherry Bekaert (Cheyenne, WY)
- **Description** Manager - Strategic Projects Do you like the public accounting environment but are looking for a more dynamic and challenging experience? Are you in ... (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more