- 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 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
- Robert Half Finance & Accounting (Chicago, IL)
- … tax workpapers and permanent files. + Prepare and review partnership, individual, fiduciary and information tax returns. + Assist in the preparation of ... and related journal entries. + Set up business and tax accounts with various governmental entities. + Project work...office. + Licensed CPA required. + Excellent accounting skills. Tax experience required. + Proficient in Excel and QuickBooks.… 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
- BankFinancial (Downers Grove, IL)
- …the administration and support of trust and estates including general understanding of fiduciary products including grasp of legal, tax and investment concepts. ... breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services...Management Services. + Maintains knowledge of the Onesource Trust Tax system and various tax codes. +… more
- Wipfli LLP (Chicago, IL)
- …matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus ... on income/estate tax matters. + Preparing written deliverables, such as emails,...Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors… more
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