- 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 ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Fifth Third Bank, NA (Louisville, KY)
- …trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Louisville, Kentucky 40202 ... to fiduciary matters (eg estate planning and probate, estate , gift and income tax planning, guardianships, special needs trust , state-specific laws) +… more
- Robert Half Finance & Accounting (Edison, NJ)
- …A leading regional CPA firm in Edison, New Jersey seeks a Senior Trust & Estate Tax Accountant (Can be fully remote or hybrid) with 4 plus years ... for high net worth individual, S corporations, partnerships and fiduciary income tax returns as well as estate and gifts tax returns. . Researching new … more
- Deloitte (Columbus, OH)
- …of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. Recruiting for this role ends ... Private Equity Funds, and real estate joint ventures and operating partnerships. As a Tax Senior Manager within the Investment Management - Real Estate … more
- Robert Half Legal (Phoenix, AZ)
- …worth clients. This role is ideal for someone with a strong understanding of estate tax , trusts and estates, trust accounting, and probate administration. ... Responsibilities: * Prepare Estate Tax Returns and Fiduciary Income Tax Returns....experience in Trusts and Estates management * Proficient in Trust accounting and Fiduciary Income Tax Return… more
- Comerica (Farmington Hills, MI)
- …ASSISTANT-7190TREOPS Trust Real Estate Operations- Trust Real Estate Operations Trust Client Assistant Senior is responsible for conducting ... various operational activities within a functional unit ( Trust Real Estate Operations) of the Specialty...all required materials for, and may attend formal Annual trust property reviews with senior management. *… more
- Morgan Stanley (New York, NY)
- …client planning process. The candidate will serve as a thought leader in the areas of tax , trust & estate planning broadly, and in order to promote business ... solutions and recommendations including: * Cash flow modeling and liquidity management * Estate , gift, and generation skipping tax planning * Income tax… more
- Edward Jones (St. Louis, MO)
- …products and services, and ongoing reporting and support. **What you'll do:** The Senior Estate Planning Strategist leverages the extensive resources of our home ... to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted...in the following ways: + They serve as the Estate Planning expert in partnership with the Senior… more
- Quality Technology Services, LLC (Richmond, VA)
- Learn what makes QTS a unique place to grow your career! (https://vimeo.com/727409140/ff26de87d4) Senior Corporate Counsel (Real Estate Finance) is a member of ... provide sound legal and business judgment on matters including construction, real estate , reporting and compliance, tax abatements, litigation, etc. **Basic… more
- Truist (Frisco, TX)
- …the following job description:** Provide high level multifamily commercial real estate mortgage loan and borrower credit analysis including loan sizing, structuring, ... recommendations to credit authorities regarding final deal terms and structure. The Senior Agency Underwriter will be highly proficient with Fannie Mae and Freddie… more
- Comerica (Grand Rapids, MI)
- …of estate related administrative accounts, valuing all assets for Federal Estate Tax purposes, and providing support to our client families knowing ... setting. Position Responsibilities: * Assist in the administration of estate and estate trust accounts...the administrative offer with valuing all assets for Federal Estate Tax purposes. * This position is… more
- East House Corporation (Rochester, NY)
- …promotes healing and long-term recovery. Position Overview:The Vice President of Real Estate , Facilities, Purchasing & Contracting is a senior -level leader ... Vice President of Real Estate , Facilities, Purchasing & Contracting Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Ave+Rochester+NY+USA+14607) Description… more
- Bank of America (Los Angeles, CA)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... Estate Settlement Officer II, Private Banking Los Angeles,...Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust … more
- KPMG (Santa Clara, CA)
- … trust and estate clients + Prepare complex individual income, gift, trust and estate tax returns for ultra-high net-worth individuals and Family ... **Business Title:** Senior Associate, Business Tax Services -...Minimum two years of ultra-high net worth individual and/or trust and estate tax experience… more
- Cherry Bekaert (Chicago, IL)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... clients for over 75 years. We are seeking a ** Tax Senior Manager** to support our **Chicago,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Louisville, KY)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... Services (https://www.cbh.com/services/ tax /)** team is seeking a ** Senior Tax Manager** to support our Louisville,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Raleigh, NC)
- …compliance with tax laws and regulations * Handle the preparation and processing of estate and trust tax returns * Utilize software tools such as ... owned established CPA firm that is seeking an experienced Senior Tax Accountant. The role requires the...handle Individual Tax Returns * Expertise in Tax - Trust & Estate … more
- KPMG (Chicago, IL)
- …KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients + Review and provide analyses of complex ... **Business Title:** Senior Manager, Business Tax Services -...individual income tax , gift, estate , and trust ...individual income tax , gift, estate , and trust returns for ultra-high net-worth… more
- Robert Half Finance & Accounting (Kirkland, WA)
- Description We are looking for a Tax Senior to join our team...Partnership Tax Returns * Experience in Fiduciary Tax related to Trust & Estate ... return preparation for trusts and estates ( Tax - Fiduciary - Trust & Estate ) * Strong understanding of tax laws applicable to partnerships and… more
- Deloitte (Columbus, OH)
- …Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior 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 for… more