- Charles Schwab (Burien, WA)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... The goal of the relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that among other things that could result in a large… more
- Trust Automation, Inc. (San Luis Obispo, CA)
- Trust Automation Trust Automation has over 30...Support with pricing rates and bidding on new contracts Tax compliance. Prepare tax schedules for sales ... the most demanding defense, semiconductor, industrial automation, and medical applications. Trust Automation is an equal opportunity employer and committed to… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax...preparation of trust tax returns, as well as providing tax ...strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a… more
- Wolters Kluwer (Coppell, TX)
- Manager, Operations - Trust Tax TAA US Preparer Market is looking for a Manager, Operations - Trust Tax to join our diverse team of professionals. Today, ... the tax and accounting compliance ecosystem. As the Manager, Operations - Trust Tax , you will be responsible for leading a diverse team of fiduciary tax… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Services company located in the Wilmington Delaware area is looking to staff a Sr. Trust Tax Accountant with a strong background in trust taxation, including ... assets, and coordinate tax planning activities. The ideal Senior Trust Tax Accountant should preferably have public accounting experience, hold a CPA, and… more
- US Bank (Cincinnati, OH)
- …at-all from Day One. **Job Description** SUMMARY US Bank is seeking a Senior Trust Tax Accountant within its Wealth Management division. RESPONSIBILITIES Tax ... verbal and written communication skills - System knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast- Tax ) - Bachelor of Science degree… more
- KPMG (Tempe, AZ)
- **Business Title:** Tax Associate, Trust Tax | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115792 - 5 **Function:** Tax Services **Area ... environment + Proficiency in tax software (CCH Axcess, ONESOURCE Trust Tax ) preferred + Demonstrated quality service mindset; strong technical aptitude with… more
- KPMG (Providence, RI)
- **Business Title:** Senior Associate, Trust Tax **Requisition Number:** 113104 - 81 **Function:** Tax Services **Area of Interest:** **State:** RI **City:** ... about your future as we are, join our team. KPMG is currently seeking a Trust Tax Senior Associate or Associate to join our Tax (https:// tax .kpmg.us/ )… more
- 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 clients' ... tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …data * Handling complex and consolidated tax returns, estate tax , and gift tax * Ensuring accurate trust tax returns and estate tax return ... Tax Returns * Understanding of Gift tax legislation * Experience in handling Trust Tax Returns * Familiarity with Tax - Trust & Estate and Tax… more
- Robert Half Finance & Accounting (Kirkland, WA)
- … Return, Individual Tax Return, and Corporate Tax Return * Familiarity with Trust tax and Trust Tax Returns * Understanding of Estate Tax and ... -related matters. Responsibilities * Oversee and review complex individual, corporate, trust , and estate tax returns * Develop and implement effective tax … more
- M&T Bank (Buffalo, NY)
- …the overall management of the department. + Understand and support resolution of complex trust tax planning strategies/issues. + Support the review of a selected ... in Accounting/Finance/Economics + Minimum of 10 years' experience preparing trust income tax returns + CPA (Certified...of 10 years' experience preparing trust income tax returns + CPA (Certified Public Accountant)/MST/JD/LLM + Experience… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …including preparing responses and creating schedules. Requirements * Must possess a clear understanding of Trust tax , Estate Tax , Gift tax , and Fiduciary ... * Manage the preparation and review of client individual income, trust , gift, and entity tax returns in a timely and accurate manner * Collaborate with… more
- Robert Half Finance & Accounting (Ham Lake, MN)
- …functions are maintained and updated regularly * Manage corporate, estate, partnership, and trust tax returns effectively and efficiently * Maintain a high level ... with partnership tax returns preparation and review * Experience with trust tax returns preparation and review. Robert Half is the world's first and largest… more
- Gelfand Rennert & Feldman (Encino, CA)
- …+ 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + ... individual, corporate (S corp and C corp), partnership, estate, trust , fiduciary, and exempt organization tax returns...partnership, estate, trust , fiduciary, and exempt organization tax returns + Review General Ledger and reports to… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …* Utilizing skills in individual tax return, corporate tax return, estate tax return, and trust tax returns in all related tasks. Requirements * ... * Experience with Estate Tax Return preparation * Familiarity with Trust Tax Returns * Bachelor's degree in Accounting, Finance, or a related field *… more
- Robert Half Finance & Accounting (Solvang, CA)
- …mandatory * Demonstrable experience with Partnership Tax * Should be capable of handling Trust Tax Returns * Proficiency in Estate Tax Return is required ... eye for detail. Responsibilities: * Managing and processing various types of tax returns including individual, corporate, partnership, trust , estate, and federal… more
- Robert Half Finance & Accounting (Pasadena, CA)
- …or Masters in taxation/JD required. + Minimum of five years experience with Estate & Trust tax returns. + Tax Managers must be a licensed Certified ... related tax guidance to analyze and resolve tax issues. + Familiarity with wills, trust ...resolve tax issues. + Familiarity with wills, trust instruments, and asset title and ownership transfer documents.… more
- Robert Half Finance & Accounting (Wayzata, MN)
- …team's efficiency. * Provide compliance services and financial statement preparation. * Handle estate tax returns, trust tax returns, and individual tax ... tax and estate tax return preparation * Familiarity with trust tax principles and application * Capability to manage tax affairs of high-net-worth… more
- Robert Half Finance & Accounting (Raleigh, NC)
- … tax laws and regulations * Handle the preparation and processing of estate and trust tax returns * Utilize software tools such as Ultratax CS and CCH ... Returns * Ability to handle Individual Tax Returns * Expertise in Tax - Trust & Estate * Experience with Partnership Tax Returns * Familiarity with CCH… more
