- 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
- Commerce Bank (St. Louis, MO)
- …has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients...acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in… more
- Neuberger Berman (New York, NY)
- … Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax strategy, pre-liquidity planning, and philanthropy in… more
- Robert Half Legal (St. Louis, MO)
- …opportunity to work in a collaborative and meticulous environment, supporting attorneys with estate planning, tax , and probate matters. The position features a ... expertise in trust and estate law. Responsibilities: * Prepare estate , gift, and income tax returns, including Forms 1041, 1065, and 706. * Assist with trust… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …and competing demands, and adapt to frequent and unexpected changes. + Knowledge of current estate and tax law and estate planning NOTE: This role will ... Center (http://www.cartercenter.org/) . **SUMMARY:** The Senior Associate Director, Lead, Estate & Gift Planning identifies, cultivates, and solicits planned gifts… more
- Robert Half Finance & Accounting (Green Bay, WI)
- …tax filings, including Forms 1041, 709, and 706. * Provide expert guidance on estate tax matters and strategies to minimize tax liabilities. * Collaborate ... certification or equivalent qualification. * Extensive experience in trust and estate tax planning and compliance. * Proficiency in preparing and reviewing… more
- BJs Wholesale Club (Marlborough, MA)
- …role offers a unique opportunity to work cross-functionally with teams including Real Estate , Tax , Legal, Finance and Operations to bring structure and ... in tax credits and incentives, economic development, public finance, corporate tax , or real estate development. + Bachelor's degree in Accounting, Finance,… more
- JPMorgan Chase (Chicago, IL)
- …and will be experienced in sub-specialty areas including state taxation of trusts, GST, estate tax , tax -exempt trusts, foreign tax reporting obligations ... tax matters + Support global trust teams on all tax matters including but not limited to estate and gift tax , generation-skipping transfer tax ,… more
- Robert Half Management Resources (Walnut Creek, CA)
- …to optimize tax strategies * Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail * Provide expert ... tax preparation and accounting * Proficiency in fiduciary, trust, and estate tax processes * Strong expertise in individual and partnership tax … more
- Westdale Asset Management (Dallas, TX)
- … Estate Partnerships? Do you have a solid understanding of real estate tax technical and transaction skills, including partnership taxation, operating ... be responsible for preparing and reviewing federal and state income tax returns mainly in the real estate context. You'll work on complex tax returns for… more