- Robert Half Legal (Blue Bell, PA)
- …to transition into a hybrid schedule. Responsibilities: * Prepare and file Federal Estate Tax Returns, Pennsylvania Inheritance Tax Returns, and other ... estates, or tax law as a paralegal. * Expertise in estate tax preparation and fiduciary accounting. * Proficiency in legal software, including EstateWorks,… more
- PNC (PA)
- …prior years returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ... 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 Legal (Philadelphia, PA)
- …beneficiaries in all areas of trust and estate administration - including estate settlement, tax return preparation and audits, ongoing trust accounting, and ... of debts and expenses, and preparation of Federal and State estate and inheritance tax returns. Coordinate with accountants for income and fiduciary return… more
- Robert Half Legal (Philadelphia, PA)
- … tax management and trusts and estates law Proficiency in preparing fiduciary income tax and estate tax returns Strong knowledge and experience with ... Requirements Discovery, Civil Litigation, Trial Preparation, Case Management Software, Litigation, Estate Tax , Estate Tax Return, Fiduciary Tax… more
- Fox Rothschild LLP (Exton, PA)
- …including tax -related deadlines and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. + ... and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. +...+ Draft simple wills and correspondence. + Apply for tax identification numbers. + Prepare and file deeds and… more
- Grant Thornton (Philadelphia, PA)
- …clients associated with the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift tax planning strategies ... and year-end reviews + Research and consult on various tax matters, primarily in the federal estate ,...various tax matters, primarily in the federal estate , gift, charitable planning, and generation-skipping tax … more
- KeyBank (Plymouth Meeting, PA)
- …regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and external advisors to ... duties and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to meet client's needs. + Facilitate… more
- Robert Half Legal (Philadelphia, PA)
- …compliance with regulations and internal standards. * Administer estates, including preparing inheritance tax returns, estate tax returns, and income tax ... Practice Group. The ideal candidate will manage a variety of estate -related legal processes while ensuring accuracy, compliance, and excellent client service.… more
- Truist (Philadelphia, PA)
- …handle highly complex situations at all levels of wealth, and keeps current on estate , tax and planning trends and their application to solutions for our ... techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with...at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency… more
- Guardian Life (Harrisburg, PA)
- …mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as ... 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements...sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable… more
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