- 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
- Moss Adams LLP (El Segundo, 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 (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
- IBM (San Jose, CA)
- …you will work effectively in a high pressure, fast-paced environment. The Portfolio Manager maintains the primary Real Estate relationship with local client ... 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… 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
- 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 ... work independently on multiple projects and develop your skills in real estate investment management. Select functions require periodic after hours and weekend time… 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
- 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 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 (Tysons Corner, VA)
- …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 Manager ** to support our Washington, DC... tax compliance and planning as well as estate tax compliance and planning are a… 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 (Bloomington, MN)
- Description We are seeking a Tax Manager to join our team...schedules. Requirements * Must possess a clear understanding of Trust tax , Estate Tax ... tax planning * Knowledge and expertise in Tax - Fiduciary - Trust & Estate * Proficiency in Fiduciary Tax is essential * Must be able to demonstrate… more
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