• SourcePro Search, LLC (New York, NY)
    …Primary Functions: Preparation of federal and state estate and gift tax returns. Preparation of probate/ fiduciary accountings. Preparation of federal ... Fiduciary Accountant / Paralegal Salary Range: $160,000 -...and state fiduciary income tax returns for trusts and estates. Preparation of income… more
    Upward (07/02/25)
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  • Synectics Inc (Scottsdale, AZ)
    …to join our team. The ideal candidate will have a strong background in preparing fiduciary and estate tax returns, including Forms 1041 and 706, and a solid ... we'd love to hear from you. Key Responsibilities Prepare federal and state fiduciary income tax returns (Form 1041), federal estate tax returns (Form 706),… more
    Upward (07/18/25)
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  • MSTiller LLC (Atlanta, GA)
    …your responsibilities will include: Management of the preparation of individual, corporate, partnership, fiduciary , tax - exempt and other types of tax ... We are a leading provider of TAX , AUDIT and BUSINESS ADVISORY SERVICES. Our growth...our communities. We are currently looking for a Senior Tax Manager to join our awesome team already in… more
    Upward (07/11/25)
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  • PKF O'Connor Davies (Newburgh, NY)
    …Estate Planning and Tax Compliance Services. Essential Duties: Provide high level fiduciary , personal income, gift and estate tax compliance as well as ... estate planning advisory services. Review individual, fiduciary , estate and gift tax returns. Review estate and trust fiduciary accountings. Handle Federal… more
    Upward (07/02/25)
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  • The Hollister Group (Boston, MA)
    …Gift, Not-for-profit, etc.) Preparation and review of corporate, S-corporation, partnership, and fiduciary returns Prepare Payroll and Sales tax returns Prepare ... Tax Accountant We are The Hollister Group, the...tax preparation of individual, partnership, and corporation returns; Fiduciary return preparation a plus Advanced knowledge of applicable… more
    Upward (07/11/25)
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  • RES Consultant Group (Raleigh, NC)
    …or related field 3 to 5 years of recent public accounting experience Prepare tax returns for individual, corporate, and fiduciary clients Senior level - Review ... Join our CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance Significant… more
    Upward (06/29/25)
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  • SourcePro Search, LLC (Newark, NJ)
    Tax Trusts and Estates Paralegal Location: NJ Office Classification: Non-Exempt What You'll Do: As a key member of the Tax Trusts and Estates team, you will ... Management and Accounting: Manage estate and trust account checkbooks for fiduciary attorneys Process checks for estate expenses, distributions, and other… more
    Upward (06/27/25)
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  • Sompo International Holdings Ltd. (Boston, MA)
    …capabilities targeted at providing Directors & Officers, Employment Practices, Fiduciary , and Commercial Crime Liability coverages for publicly-traded and ... underwriting/insurance experience Management liability products underwriting background, including D&O, Fiduciary , Crime and EPL products Experience in working, producing,… more
    Upward (07/04/25)
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  • Piper Companies (West Palm Beach, FL)
    …This job opens for applications on 07/02/2025. KEYWORDS: certified trust and fiduciary advisor, CTFA, ABA, American Bankers association, tax law, compliance, ... of clients Perform review of all new business, ensuring soundness Apply knowledge of fiduciary law on case by case basis Oversee all aspects of trust administration,… more
    Upward (07/05/25)
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  • Fidelity Investments (San Francisco, CA)
    …personalization to clients. The role is primarily focused on providing tax -sensitive, customized management of multi-asset class portfolios for taxable individuals ... implement our overlay management strategies with a goal to improve after- tax returns while controlling risk. Responsibilities Portfolio Management Manage individual… more
    Upward (07/14/25)
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