- 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 (Toledo, OH)
- … trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 Fifth ... 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
- Plante Moran (East Lansing, MI)
- Estate Planning Senior Advisor or Manager +...a client's estate plan and calculation of estate tax + Creation of and presentations internally ... comprehensive financial solutions in the areas of investment advisory, trust , tax , and insurance. We have over...and externally on estate tax related topics + Assist with… 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 (Tempe, AZ)
- …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
- US Bank (Cincinnati, OH)
- …excel at-all from Day One. **Job Description** SUMMARY US Bank is seeking a Senior Trust Tax Accountant within its Wealth Management division. ... Competencies: - Strong working knowledge of fiduciary income tax returns, especially estate income tax...written communication skills - System knowledge: SEI Trust3000, OneSource Trust Tax (formerly TrustEase or Fast- Tax… 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
- 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
- IBM (San Jose, CA)
- …Your Role and Responsibilities This position is responsible for managing the real estate strategy and performance for the assigned portfolio in alignment with IBM's ... business strategy. This is a high-profile role requiring direct interaction with senior executives across multiple business units and you will work effectively in a… more
- KPMG (Sacramento, 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
- KPMG (Tempe, AZ)
- …located) for this position preferred + Basic knowledge of trust , estate , individual, or exempt organization taxation and/or tax information reporting ... **Business Title:** Tax Associate, Trust Tax ... tax -related questions and concerns + Collaborate with senior tax professionals to ensure compliance with… more
- Robert Half Legal (Portland, OR)
- …ensure efficient workflow within the firm. + Advise clients on complex matters related to estate planning, probate, trust , and tax matters. + Comply with all ... support staff, and clients. + Prepare and draft legal documents related to estate planning, probate, and trust administration matters. + Delegate tasks… more
- JPMorgan Chase (New York, NY)
- As an Alternatives Real Estate Americas Business Management Associate within JPMAM Alternatives, you will be responsible for supporting the Real Estate Americas ... independently on multiple projects and develop your skills in real estate investment management. Job Responsibilities: Select functions require periodic after hours… more
- Cherry Bekaert (Charlotte, NC)
- …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
- Cherry Bekaert (Orland Park, 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
- 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 (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
- 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
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