• Fiduciary Associate

    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 ... fiduciary income and other tax filing and reporting activities. + Provides support for Trust and Wealth team business development efforts including preparation… more
    Bank OZK (10/16/24)
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  • Senior Lead Fiduciary Advisory Specialist…

    Wells Fargo (Denver, CO)
    …partners (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via ... planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax **Job Expectations:** + Individuals in Loan Originator (LO) positions must… more
    Wells Fargo (10/29/24)
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  • Regional Fiduciary Officer

    Bank of America (Conshohocken, PA)
    …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 Wilmington, Delaware;Conshohocken, Pennsylvania **Job Description:** At...Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration… more
    Bank of America (09/21/24)
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  • Tax Manager

    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 (10/05/24)
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  • Tax Advisor

    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 (11/06/24)
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  • Senior Trust Tax Accountant - Wealth…

    US Bank (Milwaukee, WI)
    …US Bank is seeking a Senior Tax Accountant, with an emphasis on fiduciary tax preparation, within its WCIB Operations division. This hybrid role is located ... all experience levels. Tax Operations: - General knowledge of fiduciary tax operations, including trusts, charitable accounts, and estates - Processing and… more
    US Bank (10/26/24)
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  • Trusts and Estates Client Tax Manager III…

    JPMorgan Chase (Chicago, IL)
    …and inclusion ratios + Conduct in-depth and cursory reviews of several hundred fiduciary tax returns prepared by third-party accounting firms + Facilitate the ... capabilities, and skills** + Bachelor's degree required + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax +… more
    JPMorgan Chase (11/01/24)
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  • Tax Preparer

    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
    Robert Half Accountemps (10/24/24)
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  • Tax Senior

    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 (09/28/24)
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  • Tax Planning and Advisory - Family Office…

    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 Finance & Accounting (09/25/24)
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  • Tax , Trusts, and Estates Paralegal

    Dorsey & Whitney LLP (Minneapolis, MN)
    …candidate will have relevant experience with the preparation of complex estate, gift, and fiduciary tax returns, as well as aspects of probate estate and trust ... and projections. - Prepare complex estate planning projections. - Prepare tax returns ( fiduciary , estate, gift and GST, individual and related entities); respond… more
    Dorsey & Whitney LLP (09/12/24)
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  • Tax Manager, Private Equity

    Robert Half Finance & Accounting (Palo Alto, CA)
    …CPA a plus. + Minimum of 5 years' experience reviewing individual, partnership and fiduciary tax returns required. + Proficiency using CCH Axcess or ProSystems ... in start-ups during their initial stages. Key Responsibilities: + Reviewing income tax returns for various individual, partnership, and fiduciary returns for… more
    Robert Half Finance & Accounting (11/06/24)
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  • Manager, Operations - Trust Tax

    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
    Wolters Kluwer (09/07/24)
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  • Tax Supervisor- Public

    Robert Half Finance & Accounting (Neenah, WI)
    …and completing tax projects * Reviewing and approving individual, business, and fiduciary tax returns in compliance with firm and professional standards * ... Description We are seeking a Tax Supervisor in the public sector to join...this role, you will manage client engagements, review various tax returns, provide innovative tax planning, and… more
    Robert Half Finance & Accounting (11/06/24)
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  • Tax Analyst

    Wolters Kluwer (Kennesaw, GA)
    …contracted with the Trust segment within Small Firm Services to provide overall fiduciary tax functions. This includes: 1) Production and filing of all ... direct supervision, responsible for assisting in the maintenance of tax records and the preparation of all or specifically...records and the preparation of all or specifically assigned tax returns and related reports. ** Tax Analyst**… more
    Wolters Kluwer (11/02/24)
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  • Tax Preparer

    Aston Carter (Lake Oswego, OR)
    …join our team. In this role, you will prepare complex multi-state business and fiduciary tax returns, including 1120 filings for entities with revenue ranging ... Tax Preparer for Public accounting/ tax firm - Lake Oswego, OR (hybrid schedule) Job Description: We are seeking a highly skilled Tax Preparer to… more
    Aston Carter (10/27/24)
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  • Senior Tax Accountant - Partnerships

    Wipfli LLP (Clayton, MO)
    …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... opportunity. 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
    Wipfli LLP (10/19/24)
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  • Tax Accountant

    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
    Educational Testing Service (08/23/24)
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  • Tax Associate, Trust Tax | Multiple…

    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
    KPMG (08/17/24)
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  • Tax Supervisor

    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
    Robert Half Finance & Accounting (10/28/24)
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