- Deloitte (Columbus, OH)
- …partnerships. As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... understanding of US tax + Solid understanding of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and… more
- NorthPoint Development (Kansas City, MO)
- Real Estate Tax Analyst **Department:** Development - Industrial - KC **Location:** Kansas City, MO Curious about a career with **NorthPoint** ? NorthPoint is a ... spirit and empowerment of its team members. We are looking for a **Real Estate Tax Analyst** to join our team in Kansas City! NorthPoint provides an inclusive… more
- Robert Half Legal (Phoenix, AZ)
- …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. * Maintain and audit financial records of trusts. * Handle trust accounting… more
- Edward Jones (St. Louis, MO)
- …could enhance is yours. **Job Overview** **Position Schedule:** Full-Time The Director of Tax & Estate Strategy is responsible for providing thought leadership ... of 8 experienced and specialized professionals that support the delivery of tax and estate planning that is part of the comprehensive and personalized financial… more
- Charles Schwab (Boston, MA)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a High Net Worth Trust & … more
- Moss Adams LLP (San Diego, CA)
- …**Responsibilities** : + Advise clients on corporate, partnership, individual and trust and estate tax services + Oversee the calculation and analysis of ... ** Tax Manager - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about… 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' ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Deloitte (Columbus, OH)
- …players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe ... understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds,...and the tax compliance process for real estate funds, then we have an exciting opportunity for… more
- Regions Bank (Birmingham, AL)
- …estate administration, in-depth knowledge of regulatory and compliance requirements, and estate and tax requirements. This position is responsible for ... estate administration, in-depth knowledge of regulatory and compliance requirements, and estate and tax requirements + Manages the set-up, implementation and… more
- Plante Moran (Grand Rapids, MI)
- …illustrations and deliverables documenting a client's estate plan and calculation of estate tax + Create and present internally and externally on estate ... consult on various estate and gift tax matters, utilize tax -related software to prepare estate tax projections for advance estate tax … more
- Edward Jones (St. Louis, MO)
- …planning documents (ie trusts, wills, power of attorney, medical/healthcare directives, gift/ estate tax returns, prenuptial agreements, divorce decree, business ... our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan… more
- PNC (West Palm Beach, FL)
- …state-required filings for the estate and the decedent. Understanding of income and estate tax (Forms 706, 706, 1040, 1041, 2848). * Supports the estate ... opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC...and Trust administrations are faced with intricate and complicated tax and legal matters. When PNC Bank, NA is… more
- Robert Half Legal (Philadelphia, PA)
- … estate planning, probate, and trust administration cases, including preparing and filing estate tax returns. + Draft and review estate planning documents ... + Strong knowledge of estate planning, trust administration, and estate tax laws. + Ability to draft legal documents and provide strategic advice… more
- Robert Half Legal (Palo Alto, CA)
- …variety of responsibilities, including estate planning, elder law, special needs, and estate tax planning. This role also involves probate, estate ... and special needs planning, guiding clients through complex legal processes. * Manage estate tax planning activities, developing strategies to minimize tax … more
- American Heart Association (Orlando, FL)
- …(or individual fundraising), estate planning, solid understanding of intestacy laws, federal estate tax , federal income tax and state inheritance taxes, ... use of time and efforts + Provides consultation and information regarding estate and tax planning, estate administration and charitable giving as necessary.… more
- Bristol Myers Squibb (Princeton, NJ)
- …the necessary valuations and appraisals of owned key sites and leaseholds + **Real Estate Tax Management ($40MM)** + Manage all actions relevant to challenging, ... Read more: careers.bms.com/working-with-us . **Major Responsibilities:** + **Strategic Real Estate Planning** + Assist in the development and execute operationally… more
- Robert Half Legal (Chicago, IL)
- …succession planning for moderate to high net-worth clients. Experience with gift and estate tax filings is preferred. This position is paying between $75-90K ... distribution and asset schedules and spreadsheets + Obtain and maintain tax identification numbers + Draft Estate and Gift tax returns + Maintain trust/… more
- Robert Half Legal (Hunt Valley, MD)
- …and key estate planning documents * Implement strategies to minimize estate tax for high-net-worth individuals and families * Oversee the administration ... strong client relationships through excellent communication and follow-up Strong knowledge of estate tax laws and strategies for tax minimization Ability to… more
- Robert Half Legal (Minneapolis, MN)
- …estates and trusts, as well as interacting with clients and preparing complex estate tax projections. Responsibilities: * Assist attorneys in all aspects of ... and stored in line with company policy Requirements * Proficient in preparing Estate Tax Returns * Skilled in handling Fiduciary Income Tax Returns *… more
- Robert Half Legal (Chesterfield, MO)
- …estate administration, and probate law is required * Comprehensive knowledge of estate law, estate planning, estate tax , and estate tax return ... Description Job Title: Estate Planning Paralegal About Us: We are an...we are in need of an experienced and reliable Estate Planning Paralegal to join our dedicated team. We… more
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