- PNC (Pittsburgh, PA)
- …to contribute to the company's success. As a Client Solution Specialist within PNC's Trust Tax organization, you will be based in Pittsburgh, PA. The position ... is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. Preferred Skills Excel - proficiency in all areas Windows 10… more
- Charles Schwab (Phoenix, AZ)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... The goal of the relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that among other things that could result in a large… more
- Wipfli LLP (Southfield, MI)
- …compliance, and consulting in public accounting Deep understanding of estate, gift, and trust tax laws and their application. Experience with advanced estate ... Responsibilities: Manage and conduct high level review of complex tax returns for our individual clients and trust returns Stay current with changes in tax … more
- Wipfli LLP (Minneapolis, MN)
- …compliance, and consulting in public accounting Deep understanding of estate, gift, and trust tax laws and their application. Experience with advanced estate ... Responsibilities: Manage and conduct high level review of complex tax returns for our individual clients and trust returns Stay current with changes in tax … more
- Wipfli LLP (Minneapolis, MN)
- …Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... trust agreement language Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts Spousal… more
- Wipfli LLP (Southfield, MI)
- …Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... trust agreement language Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts Spousal… more
- US Tech Solutions (Cleveland, OH)
- …maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax , Trust Revenue and Real ... administration of assigned fiduciary accounts. Keep current on the latest developments in trust law, tax law and other issues related to the trust business.… more
- Edward Jones (St. Louis, MO)
- …businesses, charitable organizations, and private foundations. What You Will Do: The Senior Trust Tax Officer is responsible for fiduciary tax return ... preparation, under the direction of the Trust Tax Manager. Responsibilities include: Reviewing and understanding trust...notices and inquiries received from these entities; Assisting the Trust Tax Team Leader in ensuring continued… more
- Robert Half (Minneapolis, MN)
- …Minnesota. This role offers an exciting opportunity to specialize in estate and trust tax matters, while also providing potential career growth paths either ... role. Responsibilities Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with regulations. Collaborate with… more
- EY (Akron, OH)
- …wherever you want it to go. Join EY and help to build a better working world. Tax - Business Tax Services Fiduciary/ Trust & Estate Tax Administration ... IRS Forms 706, 1041 and K-1s. Understanding complex investments and tax concepts. Understanding of trust structures and trust terminology. Ability to review… more
- PNC (Harrisburg, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Tax Liaison within PNC's Trust Tax Compliance organization, you will be ... Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison team (estate settlement). You will work and communicate… more
- EY (Minneapolis, MN)
- …wherever you want it to go. Join EY and help to build a better working world. Tax - Business Tax Services Fiduciary/ Trust & Estate Tax Administration ... you will also have Understanding of complex investments and fiduciary tax . Understanding of trust structures and trust terminology. Ability to review and… more
- EY (Pittsburgh, PA)
- …to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax , family limited partnerships, and ... tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices. Researching tax… more
- EY (Charlotte, NC)
- …understanding of automated tax processing systems Experience with Gift, Estate and Trust tax planning and compliance is a plus. Willingness to travel as ... EY and help to build a better working world. Tax - Business Tax Services- Private ... organization Experience with federal and state personal and trust taxation Experience with flow through entities (S-Corps, Partnerships,… more
- EY (Southfield, MI)
- …as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis. Experience with Gift, Estate and Trust tax planning and compliance is a plus. What we look for We're ... EY and help to build a better working world. Tax - Business Tax Services - Private...for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and… more
- Cherry Bekaert (Waltham, MA)
- …Build and serve our high net-worth individual clients with estate, gift and trust tax planning and compliance needs Leverage strong project management, ... , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to… more
- Robert Half (St. Paul, MN)
- …in handling s-corp and partnership tax filings. Experience in preparing estate and trust tax returns Proficiency in handling s-corp and partnership tax ... dynamic environment? Robert Half is partnering with an established tax practice in the Twin Cities area, known for...client-focused approach, and flexible, people-first culture. We're seeking a Tax Manager who's ready to take the next step… more
- Regions Bank (Little Rock, AR)
- …business, finance, economics, accounting or related field Three (3) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience ... section of the system. Job Description: At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate,… more
- EY (Raleigh, NC)
- …Returns, or complex partnership compliance Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning ... help to build a better working world. FSO Seasonal Tax - Private Tax - Manager - Remote...for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and… more
- EY (Cincinnati, OH)
- …Returns, or complex partnership compliance Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning ... and help to build a better working world. **Seasonal Tax Manager - Private Client Services - Remote **...for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and… more
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