- 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 Finance & Accounting (Lake Geneva, WI)
- …within a small and dynamic team. * Ensure compliance with relevant regulations and tax laws governing trust investments and accounting. * Utilize niche software ... Description We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located...* Thorough knowledge of laws and regulations pertaining to trust investments, estate taxation, and trust… more