- Wells Fargo (Chicago, IL)
- …partners (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via ... estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax **Posting Locations:** + 90 S 7th Street - Minneapolis, MN 55402… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. ... will require in-person attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and… more
- Wipfli LLP (Rockford, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... professional standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters… more
- Bank of America (Chicago, IL)
- …of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, ... Fiduciary Tax Services ( Tax ), Portfolio Managers, etc., as well as external parties (Attorneys, CPAs, and Fiduciary Accountants). + Monitors the… more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …the members of your Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work papers + Reviewing and ... places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until...expectations of clients, your Client Service Team, and the Tax Team as a whole + Training, overseeing, and… more
- CIBC (Chicago, IL)
- …and other related tasks, with Operations and Centers of Excellence. + Collaborate with internal fiduciary tax team to determine tax filings, and ensure all ... The Trust Advisor is a centralized role in the Fiduciary Center of Excellence, responsible for managing and administering...The ability to successfully identify and manage compliance and fiduciary risk management issues is also important. _At CIBC… more
- Robert Half Legal (Chicago, IL)
- …administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions ... + Prepare and file Illinois state and federal estate tax returns, including court inventory + Coordinate asset transfers...+ Ability to prepare federal and state estate tax returns, as well as familiarity with estate and… more
- Deloitte (Chicago, IL)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
- Deloitte (Chicago, IL)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
- Robert Half Finance & Accounting (Chicago, IL)
- …+ Reconcile and maintain balance sheet and income statement accounts. + Prepare tax workpapers (ie fiduciary , partnership, S-Corps., etc.) and assist with the ... and bank reconciliations. The Senior Accountant will also prepare tax workpapers and assist with the annual tax... tax workpapers and assist with the annual tax return filing process. Job Description + Prepare journal… more