- 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 ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… 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
- 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
- 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
- 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
- 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 ... filings for the estate and the decedent. Understanding of income and estate tax (Forms 706, 706, 1040, 1041, 2848). * Supports the estate settlement… 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
- 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
- JPMorgan Chase (Chicago, IL)
- …fiduciary income tax , generation-skipping transfer tax , and estate tax + Relevant experience in the Trust business, either at a corporate fiduciary ... the right team. As a Trusts and Estates Client Tax Manager III within the Trusts &...will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional … 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
- Grant Thornton (Arlington, VA)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate , and gift ... and year-end reviews + Researching and consulting on various tax matters, primarily in the federal estate ,...we believe in making business more personal and building trust into every result - for our clients and… 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
- Robert Half Finance & Accounting (St. Paul, MN)
- …* Foster and maintain relationships with executives across various family offices * Prepare and review Trust Tax Returns and Estate Tax Returns * Utilize ... Description We are on the lookout for a Tax Manager - Public to join...K-1s, stock options, and multi-state K-1s * Review Real Estate partnerships and apply tax code to… more
- KPMG (Chicago, IL)
- …KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients + Review and provide analyses of complex ... **Business Title:** Senior Manager , Business Tax Services - Private...individual income tax , gift, estate , and trust ...individual income tax , gift, estate , and trust returns for ultra-high net-worth… 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
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