- Wipfli LLP (Minneapolis, MN)
- … 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 (Minneapolis, MN)
- … 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
- Deloitte (Minneapolis, MN)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare and… more
- Comerica (Minneapolis, MN)
- … manager for a book of business by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance...document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth… more