- 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 ... range: $175,000 - $225,000 Essential Functions: 1. Performs technical tax review and approval of individual, trusts, estates...of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope,… more
- JPMorgan Chase (Chicago, IL)
- …expand your knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates ... + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax + Relevant experience in the Trust business, either… more
- Deloitte (Columbus, OH)
- …As a Tax Senior Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance services ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...Estate Services Tax practice as a Tax Senior Manager . Recruiting for this role… more
- Moss Adams LLP (San Diego, CA)
- ** Tax Manager - Real Estate **...: + Advise clients on corporate, partnership, individual and trust and estate tax services + ... complex and interesting business challenges. **Introduction to the team** Tax Services' teams deliver quality tax solutions...Bar License required + Proven industry experience in real estate + Minimum of 2 years of supervising and… more
- PNC (Fort Lauderdale, FL)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with ... settlement officers offer a skillset to professionally administer estates and trusts, while collaborating with internal and external...estate and the decedent. Understanding of income and estate tax (Forms 706, 706, 1040, 1041,… more
- PNC (Louisville, KY)
- …PNC Bank serves as the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the ... administration of the estate and trust assets-whatever they may be-in...preparation by tax return preparers of appropriate tax returns (income, gift, estate and inheritance,… more
- Comerica (Farmington Hills, MI)
- SR TRUST CLIENT ASSISTANT-7190TREOPS Trust Real Estate Operations- Trust Real Estate Operations Trust Client Assistant Senior is responsible for ... conducting various operational activities within a functional unit ( Trust Real Estate Operations) of the Specialty...and date of death appraisals. * Responsible for requesting Tax Cost and Market Values for the various properties.… more
- Plante Moran (Grand Rapids, MI)
- Estate Planning Manager + Location: United States,...a client's estate plan and calculation of estate tax + Create and present internally and ... comprehensive financial solutions in the areas of investment advisory, trust , tax , and insurance. We have over...externally on estate tax related topics + Assist with… more
- Bank of America (Los Angeles, CA)
- …JD considered highly desirable + Professional designation in paralegal studies and prior trust , estate , and/or tax experience preferred + Strong ... the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary… more
- Truist (Charlotte, NC)
- …all types of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor requirements, government ... Review replacement cost and loss of income calculations for commercial real estate insurance policies to ensure compliance with loan documents and investor… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …The Tax Manager will be responsible for answering and researching legal/ trust related tax inquiries, ensuring compliance with tax laws, managing ... located in the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high-net-worth...tax -related matters, advising on tax strategies for trust accounts/ estates /etc.,… more
- Deloitte (Columbus, OH)
- …practice! Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare and… more
- Robert Half Finance & Accounting (Hoffman Estates, IL)
- …Herron at ###@roberthalf.c0m We are offering an exciting opportunity for a Tax Manager - Public in HOFFMAN ESTATES , Illinois. This role will involve managing ... significant role in preparing and reviewing complex corporate, individual and trust & estate tax returns, including multi-state and multi-entity returns.… more
- NBT Bank (West Hartford, CT)
- …level of knowledge and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief ... as Cannon Trust or New York Bankers Trust Schools to include coursework in estate ...property sales or transfers, cost basis adjustments, income and estate death tax planning and tax… more
- Robert Half Finance & Accounting (South Burlington, VT)
- …working on very complex individual returns; some corporate tax returns; exposure to trust and estates ; managing a staff; and other duties typical of a ... Description Small to mid sized cpa firm in Burlington, VT is seeking a Tax Manager due to an upcoming retirement. Responsibilities include: primarily… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description Family Office/Real Estate Tax Manager role in... estate tax * Public Accounting Tax * Partnership Taxation * Trust Tax ... experience in a similar role * Experience in Real estate tax is necessary * Prior exposure...possess knowledge of Partnership Taxation * Ability to handle Trust Tax Returns is necessary * Proficiency… more
- Cherry Bekaert (Chicago, 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
- Robert Half Management Resources (Bridgewater, NJ)
- …net worth individuals with an emphasis on accuracy and timeliness * Prepare and review Trust and Estate tax returns ensuring all financial information is ... Description We are in the pursuit of a Tax Manager who will be primarily...role, handling complex tax returns, fiduciary income tax returns, estate tax return,… more
- Cherry Bekaert (Louisville, KY)
- …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, Kentucky... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Carson City, NV)
- …years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate ) as well as very interesting project accounting for a ... Half Finance and Accounting is recruiting to fill a Tax Senior or Tax Manager ...in Tax - Partnership * Proficient in Tax - Trust & Estate ...- Partnership * Proficient in Tax - Trust & Estate * Proficient in MS… more
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