- JPMorgan Chase (Chicago, IL)
- …your knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates ... + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax + Relevant experience in the Trust business, either… more
- JPMorgan Chase (Newark, DE)
- …and abilities. You have found the right team. As a Client Tax Associate I within the Trusts and Estates and Tax Operations (TETO) team in Wealth ... you will play a crucial role in supporting the Trusts & Estates (T&E) practice by coordinating...cross-functional business processes to identify automation opportunities and enhance client experiences + Lead tax projects to… more
- Moss Adams LLP (San Francisco, CA)
- ** Tax Manager - Private Client Services**...: + Advise clients on corporate, partnership, individual and trust and estate tax services ... fun while solving complex and interesting business challenges. **Introduction to the team** Tax Services' teams deliver quality tax solutions to public and… more
- US Tech Solutions (Charlotte, NC)
- …income tax returns. + Support and oversee the preparation and implementation of tax filings of trusts and estates . + Prepare and implement debits ... Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for Client 's highest...on individual and trust accounts for tax payments, including … more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …and multi-state income tax returns for individuals, corporations, partnerships, trusts , and estates . * Work closely with high-net-worth individuals, large ... tax work papers for their businesses, investments, and estate planning entities. * Draft responses to governmental queries,...notes, or mandates and handle IRS inquiries. * Conduct tax research and understand client tax… more
- KPMG (Chicago, IL)
- … client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients + Review and provide analyses of complex individual ... income tax , gift, estate , and trust ...family offices + Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients… more
- Randstad US (Warwick, RI)
- … Planning + State & Local Tax + Individual/Personal Tax Planning + Trust & Estate Tax Qualifications + Years of experience: 3 years + Experience ... + Prepare and review underlying tax workpapers + Perform tax research on client tax matters and provide technical recommendations + Train and… 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 + ... **Chicago, IL** market. The successful candidate will manage the client 's tax compliance needs, anticipate tax... tax compliance and planning as well as estate tax compliance and planning are a… 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 + ... days/week in office). The successful candidate will manage the client 's tax compliance needs, anticipate tax... tax compliance and planning as well as estate tax compliance and planning are a… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …multi-state tax returns (individual, S corporation, C corporation, partnership, estate , and trusts ) + Assist in the planning/executing/administration of Firm ... Manager is responsible for consulting with Firm partners, managers and staff on client tax issues and will also handle/assist with income tax audits.… more
- Gelfand Rennert & Feldman (Encino, CA)
- …and review individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary, and exempt organization tax returns + Review General Ledger and ... tax research and planning, as needed, to solve client 's tax issues + Correspondence regarding ...in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and… more
- Gelfand Rennert & Feldman (Nashville, TN)
- …+ Prepare individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary, and exempt organization tax returns + Review General Ledger and ... tax research and planning, as needed, to solve client 's tax issues + Correspondence regarding ...in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is… more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... What You'll Be Doing As a tax manager, you will lead client tax engagements from start to finish, utilizing your prior technical experience to help clients… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …and conducting tax -related research. You will also handle tasks related to trust accounting, estate and gift tax returns, and various bookkeeping ... focusing on Forms 1041, 1065, and 990-PF. * Implement tax -planning strategies to optimize client 's tax... trust accounting practice when necessary. * Prepare estate and gift tax returns in accordance… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Tax , Trusts , and Estates ...understanding and knowledge of the estate and trust administration process from the initial client ... an experienced tax professional to join our Tax , Trusts & Estates practice...tax returns, as well as aspects of probate estate and trust administration, including trust… more
- TIAA (St. Louis, MO)
- …partnership income tax returns. + Support and oversee the preparation and implementation of tax filings of trusts and estates . + Support and oversee the ... Work **Career Level** 8PL + Oversee the delivery of tax services across areas of fiduciary, trust /foundations,...as an expert resource for Wealth Management partners on client income tax planning strategies directed to… 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' ... technical tax review and approval of individual, trusts , estates , and related entities tax...planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client… more
- Williams Parker (Sarasota, FL)
- …with accuracy and efficiency; preparing and reviewing estate tax returns, gift tax returns, and trust income tax returns is preferred. + Ability to ... tax controversies involving estate and gift tax matters. For more information about our Trusts...developing long-term client relationships. + Experience in estate and trust planning, including excellent … more
- TIAA (Charlotte, NC)
- …income tax returns. + Support and oversee the preparation and implementation of tax filings of trusts and estates . + Prepare and implement debits ... as an expert resource for Wealth Management partners on client income tax planning strategies directed to...on individual and trust accounts for tax payments, including … more
- Dorsey & Whitney LLP (Minneapolis, MN)
- Legal Assistant - Tax , Trusts & Estates ...you a good communicator with a focus on excellent client service? Do you thrive in a dynamic office ... We are seeking aLegal Assistantin the Tax , Trusts , and Estates Department in our Minneapolis...attorneys, serving as a liaison for clients. - Initiate client /matter openings, including conflicts checks, and engagement letters. -… more