- Robert Half Legal (San Jose, CA)
- …* Experience in probate and estate administration processes. * Strong understanding of tax laws related to fiduciary , trust, and estate matters. * Ability ... for a highly organized and detail-oriented Estate Planning + Tax Attorney to join our team in San Jose,...estate planning, probate, trust administration, and estate and gift tax matters. You will work collaboratively with colleagues and… more
- Deloitte (Houston, TX)
- …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 (Fort Worth, TX)
- …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
- TIAA (Charlotte, NC)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... the direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law, court cases, and regulations that affect charitable gift… more
- TD Bank (Greenville, SC)
- …Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, ... relationship management, and planning for an assigned section of individual tax clients and trusts and estates. Works closely with Trust Officers and Investment… 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
- Robert Half Finance & Accounting (Richmond, VA)
- Description We are on the lookout for a Sr. Tax Manager in Richmond, Virginia, United States. This role involves managing a range of tax -related tasks within the ... financial services industry. You will be expected to handle tax matters related to individual, corporate, and partnership clients, deliver tax projections,… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax returns, as well as providing tax ...and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust… more
- Robert Half Finance & Accounting (Needham, MA)
- Description Job Title: Tax Manager and/or Senior Tax Manager Qualifications: To be considered for this position, applicants must hold a CPA designation or be a ... Prepare federal and state individual, trust, partnership, and corporate tax returns. + Conduct tax research and...Excel and Word. * Adhere to high confidentiality and fiduciary standards. Interested candidates should apply here but can… more
- Wipfli LLP (Denver, CO)
- …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