- Deloitte (Denver, CO)
- …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 (Cleveland, OH)
- …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
- City National Bank (Irvine, CA)
- …* Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought ... directly with credit approvers. * Deep knowledge of ESOP regulations, tax implications, legal structures, and capital strategy considerations. * Demonstrated ability… more
- TIAA (Boston, MA)
- …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
- JPMorgan Chase (New York, NY)
- …that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary , corporate and partnership income tax laws, with ability to ... you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and...the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients… 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 (San Jose, CA)
- …mindset. Key Responsibilities: + Prepare and review individual and business tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary , and ... Description Job Posting: Tax Associate (In-Person Role) A growing financial services...financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This full-time,… 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