- Wipfli LLP (Denver, CO)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Southfield, MI)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Charles Schwab (Westlake, TX)
- …they 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 Wealth Specialist will be the subject matter authority in all implications of a client's Tax , Trust and Estate needs. **What you have** As a Tax , … 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. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… 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. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… 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 ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. ... * CPA certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency in preparing… more
- City National Bank (New York, NY)
- …and distribution of estate / trust assets held within an administrative trust or probate. The manager will provide guidance and set service standard ... * MANAGER NATIONAL ESTATE SETTLEMENT SERVICES* WHAT...and termination decisions in consultation with the Head of Trust and Estate . * May manage the… more
- MillerMusmar CPAs (VA)
- …many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041) and related filings ... right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040...tax planning for business owners, and exposure to trust , estate , and international individual compliance. This… more
- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax ...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- PNC (Baltimore, MD)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with ... valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …firm in Minneapolis, Minnesota. This role offers an exciting opportunity to specialize in estate and trust tax matters, while also providing potential career ... Description We are looking for a skilled Tax Manager to join a leading...role. Responsibilities: * Manage and oversee the preparation of estate and trust tax returns,… more
- State of Montana (Kalispell, MT)
- …real estate , minerals, agriculture/grazing, and their respective subprograms. The Trust Lands Program Manager supports Area and Unit implementation of ... pride in our work *Job Overview: * The NWLO Trust Lands Management Program Manager is responsible...* Generous paid vacation, sick leave, and holidays * Pre- tax flexible spending accounts * A vibrant Employee Assistance… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... managing the Graphic Design team. About This Job As Manager , Graphic Design - CTC, you will be responsible...management services including financial planning, estate and tax planning, investment management, private banking and trust… more
- UMB Bank (Kansas City, MO)
- …LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax , retirement planning, investment planning, insurance, ... or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with...with the Bank's fiduciary duties in the administration of estate , trust , IRA and custody accounts according… 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 ... highly skilled individual to serve as a Senior Portfolio Manager to join the team. The duties include consulting...include: + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...their business partners. The Wealth Management Private Banking Product Manager is a key point of contact supporting our… more
- Robert Half Finance & Accounting (Timonium, MD)
- …as CCH ProSystem Fx, Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax returns. * Familiarity with ... Description SENIOR TAX ASSOCIATE / TAX MANAGER...Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING...complex federal and state, as well as individual income, estate and trust returns. You will also… more
- Commerce Bank (Columbia, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...advice, customized solutions and unparalleled service. As a Portfolio Manager I, you'll meet with assigned clients on a… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. The main...strategy. About This Job As the Senior Marketing Campaign Manager , you will be responsible for planning, overseeing and… more