- EisnerAmper LLP (San Francisco, CA)
- … workpapers and tax returns. Specifically, Federal and State Individual and Fiduciary tax returns.Oversee and manage the tax return process including ... field is required.Public accounting experience.CPA.10 + years work experience in tax compliance, specialization in individual, fiduciary , estate and gift… more
- State Street (Boston, MA)
- …or business administration.CPA or Enrolled Agent preferred.Seven to ten years of direct fiduciary tax experience with an emphasis on Charitable Remainder trusts ... team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets… more
- The Whittier Trust Company (Pasadena, CA)
- …function is responsible for the preparation and review of ultra-high net worth client fiduciary , individual, pass-through income tax , and gift tax returns. ... and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning. A… more
- Boardroom Appointments (Los Angeles, CA)
- …Minimum book of business - $600K Experience with benefits Pension funds Tax background and experience Responsibilities: Client Advisory: Provide expert legal advice ... to ensure compliance with ERISA and other applicable federal regulations. Fiduciary Duties: Advise clients on fiduciary responsibilities and obligations… more
- M&T Bank (Buffalo, NY)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... **Overview:** Supports resolution of complex tax technical client issues in support of the...support of the broader front office, while also supporting tax return and tax authority notice review… more
- Bank OZK (Little Rock, AR)
- …requirements including tracking and account maintenance, and interaction with third party fiduciary tax preparation services; performs tasks related to annual ... needed to answer questions, problem-solve, and provide information to tax and legal partners. + Provides ongoing support of...fiduciary income and other tax filing and reporting activities. + Provides support for… more
- Bank of America (Atlanta, GA)
- …as well as COIs and other external partners + Technical expertise in areas of fiduciary , planning, tax regulatory, legal and compliance + Strong ability to work ... Regional Fiduciary Officer Providence, Rhode Island;Houston, Texas; Atlanta, Georgia;...Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration… more
- Truist (Atlanta, GA)
- …Planning + Regional Trust Advisors + Trust Administration Advisors + Estates + Wealth Tax + Fiduciary Business Planning + Privately Held Investments Interns will ... **Please review the following job description:** Summer 2025 The Truist Fiduciary , Investments, and Planning (FIP) Summer Internship Program provides college… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in Fiduciary Tax is essential * Must be able to demonstrate a high level of skill in ... strategies effectively in diverse situations * Must have substantial expertise in Fiduciary Tax . Robert Half is the world's first and largest specialized talent… more
- Robert Half Finance & Accounting (Concord, MA)
- …* Handling Estate Tax Return, Estate Tax , Fiduciary Income Tax Return, and Fiduciary Tax tasks. * Monitoring and managing customer inquiries ... and Estate Tax * Familiarity with Fiduciary Income Tax Return and Fiduciary Tax * Excellent communication and interpersonal skills * Ability to… more
- Robert Half Finance & Accounting (Kirkland, WA)
- … Returns, Corporate Tax Returns, and Partnership Tax Returns * Experience in Fiduciary Tax related to Trust & Estate * Ability to develop and implement ... development of staff members. Responsibilities: * Prepare and review various tax returns, including individual, corporate, fiduciary , and partnership *… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …working with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of tax basis, structure ... returns for the family office + Review income tax returns for various individual, partnership and fiduciary entities for the family office + Researching tax… more
- Robert Half Accountemps (Milwaukee, WI)
- …preparing individual income taxes for high net worth clients and handling small business/ fiduciary tax returns. The position allows for a hybrid working ... individual income taxes for high net worth clients. * Handle small business/ fiduciary tax returns. * Assemble files for partner review. * Manage client financial… more
- Wolters Kluwer (Coppell, TX)
- …Trust Tax , you will be responsible for leading a diverse team of fiduciary tax professionals to provide timely, efficient, and accurate production of high ... Manager, Operations - Trust Tax TAA US Preparer Market is looking for...of at least 5 or more. + Usage of fiduciary software to generate returns in a high production… more
- Wipfli LLP (Augusta, ME)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... you. Job Summary: As a Senior Manager in Partnership Tax , you'll conduct primary and secondary reviews of complex..., you'll conduct primary and secondary reviews of complex tax returns, providing tax consulting services to… more
- Educational Testing Service (Princeton, NJ)
- …of the tax concepts needed to prepare the Federal and State fiduciary tax return + Proficiency in computer software applications including Microsoft Office ... tech space as it continues to grow and evolve. The Tax Accountant works with various tax compliance, consulting and planning issues related to the organization… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …this role today! Major responsibilities . Preparing individual, corporate, partnership, gift and fiduciary tax returns . Tax planning . Direct communication ... Description Seeking an excellent Tax Accountant ready for management or a Tax Manager for a client of Robert Half in the Real Estate Services CPA industry. The… more
- KPMG (Tempe, AZ)
- …for our Business Tax Services practice. Responsibilities: + Prepare and review fiduciary tax returns, including Forms 1041, 5227, 990, 990-PF, 1040 and 1099 ... **Business Title:** Tax Associate, Trust Tax | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115792 - 5 **Function:** Tax Services **Area of… more
- Robert Half Finance & Accounting (Andover, MA)
- …the public or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great ... with an excellent reputation is looking to hire a Tax Supervisor. This person will be part of 15-person...to finish, which includes planning, executing, directing, and completing tax projects. BS Degree required, CPA, MST preferred with… more
- US Bank (Cincinnati, OH)
- …a Senior Trust Tax Accountant within its Wealth Management division. RESPONSIBILITIES Tax Competencies: - Strong working knowledge of fiduciary income tax ... in accounting, or equivalent work experience PREFERRED - 10+ years of related fiduciary and individual tax preparation experience, preferably within a financial… more
Related Job Searches:
Fiduciary,
Fiduciary Tax Accountant II,
Fiduciary Tax Accountant III,
Fiduciary Tax Manager,
Tax