- 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
- Robert Half Finance & Accounting (Harleysville, PA)
- …Solutions manufacturing firm located in the Montgomeryville, PA area seeks a Tax Manager with proven knowledge of trust taxation. The Tax Manager ... laws, managing tax -related matters, advising on tax strategies for trust accounts/ estates /etc.,...and transactions. To be successful in this role, the Tax Manager must have in-depth knowledge of… 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
- Charles Schwab (Henderson, NV)
- …need for step-up in basis as well as applicable valuation date. + Work closely with the Trust Officer and Tax Manager assigned to any resulting trust ... personal representative. + Coordinate the preparation of any necessary estate and GST filings with tax vendor....shares. + Work with Senior Tax Manager on special elections including but not limited to… more
- Regions Bank (Little Rock, AR)
- …logging into the careers section of the system. **Job Description:** At Regions, the Trust Property Manager works within the Natural Resources / Real Estate ... (NRRE) group to manage a portfolio of real estate properties either held in trust , agency,...insurance claims and repairs, new leases and renewals, 1031 Tax Exchanges, HOA and COA membership representation, and review… 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 (Ringling, OK)
- …remotely, at the manager 's discretion. **Job Description** + Manages all assigned trust owned real estate assets, which may include very complex residential, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Moss Adams LLP (Sacramento, CA)
- ** Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… 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
- Nordstrom (Seattle, WA)
- …ad-hoc statements, insurance requests and Op ex / Tax reconciliations. + Assist Real Estate Manager and Real Estate Directors with varied ad-hoc projects ... incoming property management /maintenance issues, questions, and requests. + Assist Real Estate Manager with the collection of allowances, security deposits, and… more
- University of Virginia (Charlottesville, VA)
- …in collaboration with the UPG Legal Affairs and Facilities and Real Estate teams. The incumbent prepares financial performance and rental rate analysis, and ... are updated when lease terms change, and periodically validating real estate financials transactions; ▪ Conducting CAM reconciliations to confirm that operating… 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
- US Foods (Rosemont, IL)
- …Join Our Community of Food People! The Sr. Counsel Real Estate and Commercial will provide legal support to internal clients as ... it relates to real estate , construction, environmental matters, green initiatives and other commercial...the Legal department. + Other duties as assigned by manager **Relationships:** + **Internal:** Advise, counsel and support in… 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
- 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 (Louisville, KY)
- Description We are offering an exciting opportunity for a Tax Manager - Public in LOUISVILLE, Kentucky. In this role, you will be instrumental in leading a team ... research, and communication for individual, partnership, corporate, trusts, and estates tax services * Analyze changes in...a minimum of 5 years of experience in a Tax Manager role in the public sector… more
- NBT Bank (Lakeville, 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
- BankFinancial (Downers Grove, IL)
- …the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax system and various tax codes. + Participates in ... + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the...JD preferred. + 5-10 years of experience in the trust and estates industry. + Experience in… more
- Regions Bank (Dallas, TX)
- …**Requirements** + Bachelor's degree in related field and five (5) years of Trust Administration, Estate / Tax Law, Financial Planning, or related experience ... Compliance Reviews for clients in conjunction with the assigned Trust Advisor + Supplies Portfolio Manager with...OR High School Diploma/GED and nine (9) years of Trust Administration, Estate / Tax Law, Financial… 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
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