- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax...preparation of trust tax returns, as well as providing tax ...strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a… more
- Robert Half Legal (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This ... role offers an exciting opportunity to apply your expertise in tax law within the trust and estate practice area. The ideal candidate will bring strong… 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 (Lincolnshire, IL)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + 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 (Southfield, MI)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- MillerMusmar CPAs (VA)
- …Flexibility) **Firm Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust , and High-Net-Worth About Us MillerMusmar CPAs ... tax planning for business owners, and exposure to trust , estate, and international individual compliance. This role will...C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041)… more
- 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 clients' ... tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and… more
- Wipfli LLP (Denver, CO)
- …+ 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 ... 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… 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 ... 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… more
- US Tech Solutions (Brooklyn, OH)
- …maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax , Trust Revenue and Real ... of assigned fiduciary accounts. + Keep current on the latest developments in trust law, tax law and other issues related to the trust business. +… more
- Tompkins Community Bank (Ithaca, NY)
- …tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax , and ONESOURCE (TM) Fiduciary Accounting Software + Good ... role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This role gathers… more
- US Bank (Houston, TX)
- …collection of periodic asset activity data, reporting to bondholders, and when required, trust tax reporting. Essential functions include: Read and interpret ... from Day One. **Job Description** US Bank Global Corporate Trust Services is one of the largest providers of...map and reconcile periodic collateral data. As required, make tax elections, file for EIN's, and track residual holder… more
- Edward Jones (Tempe, AZ)
- …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 ...and inquiries received from these entities; + Assisting the Trust Tax Team Leader in ensuring continued… more
- Robert Half Finance & Accounting (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 ... Responsibilities: * Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with regulations. * Collaborate with… more
- PNC (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
- Robert Half Finance & Accounting (Hockessin, DE)
- …functions and compliance * Apply knowledge and skills in Public Accounting, Public Accounting Tax , Partnership Taxation, Trust tax , Trust Tax ... Tax + Public Accounting experience /active CPA license + Knowledge of directed trust tax is strongly preferred For more information on this Tax Manager… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …3 years of Public Accounting experience . Active CPA preferred . Knowledge of directed trust tax issues is strongly preferred For more information on this Tax ... The Tax Manager will be responsible for answering and researching legal/ trust related tax inquiries, ensuring compliance with tax laws, managing tax… more
- Robert Half Finance & Accounting (Reno, NV)
- …experience specializing in tax . * Proven expertise in corporate, individual, partnership, and trust tax returns. * Strong knowledge of tax laws and ... required to be an active CPA plus a minimum of 7 years of tax experience in individual, trust , estate and gift tax areas. Candidates must also have excellent… more
- Robert Half Finance & Accounting (St. Paul, MN)
- …and maintain relationships with executives across various family offices * Prepare and review Trust Tax Returns and Estate Tax Returns * Utilize strong ... Description We are on the lookout for a Tax Manager - Public to join our team...circumstances * Read, understand, and apply directions contained in trust documents prepared by others * Maintain active communication… more
- Robert Half Finance & Accounting (Clive, IA)
- …2 years of experience in reviewing tax returns, including individual, corporate, and trust tax returns. * Proficiency in tax preparation and review ... documents. Responsibilities: * Conduct detailed reviews of partnership, S-corp, individual, trust , and non-profit tax returns to ensure accuracy and compliance.… more
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