- 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
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Wipfli LLP (Southfield, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- City National Bank (San Francisco, CA)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a...negotiate as necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax… more
- PNC (PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Senior Tax Liaison within PNC's Trust Tax Compliance organization, ... within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison… more
- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both...planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax … more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- JPMorgan Chase (Dallas, TX)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will...asset management solutions. + Oversee the management of real estate assets held in trust and … more
- Wells Fargo (Austin, TX)
- …grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Fifth Third Bank, NA (Tampa, FL)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the...+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Robert Half Finance & Accounting (Stamford, CT)
- …individuals, focusing on complex tax situations such as individual income, trust , estate , gift, and partnership taxation. The ideal candidate will leverage ... Description We are looking for an experienced Tax Senior to join our growing...oversee the filing of federal and state individual income, trust , estate , and gift tax … more
- Edward Jones (Tempe, AZ)
- …Overview:** Do you have a passion for portfolio management and have experience in the trust or estate industry? Our Edward Jones Trust Company provides ... seeking a highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties...include: + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX...Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax ... firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax ...complex federal and state, as well as individual income, estate and trust returns. You will also… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... messages that engage clients and prospects with the Commerce Trust brand. About This Job As senior copywriter, you will be responsible for concepting and writing… more
- Cherry Bekaert (Waltham, MA)
- …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 Boston,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Benco Dental (Pittston, PA)
- Senior Accounting Specialist, Tax & Compliance Location: Pittston, PA Business Unit: Finance START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3590014&source=3590014-CJB-0) Pittston, PA - Hybrid Senior Accounting Specialist, Tax & Compliance Position… more
- Robert Half Finance & Accounting (Lewes, DE)
- …+ Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing specialized expertise in these ... Description Robert Half is looking for a dedicated Tax Senior Staff Accountant to join...are not limited to: + 5+ years of strong tax experience + Trust / estate … more
- US Bank (Seattle, WA)
- …multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... experience + 10 or more years of experience in Trust administration + Professional Designation is required and may...candidates with 3-4 years of experience practicing trusts and estate law. If there's anything we can do to… more
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