- Truist (Jupiter, FL)
- …medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also ... receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit… more
- 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 (New York, NY)
- …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
- 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
- Bank OZK (Dallas, TX)
- …through effective communication related to carrying out Trust administration activities. + Advises fiduciary team regarding Trust and tax related issues, as well ... Job Purpose & Scope Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing...+ Knowledge of federal income, estate, gift, and GST tax ; multi-state estate and tax planning issues.… more
- Robert Half Finance & Accounting (Reno, NV)
- …a single-family office that provides a diverse array of services, including tax , accounting, investment, fiduciary and general services to a multi-generational ... closely with other company departments (Client Service, Operations, Wealth Management, Tax and Philanthropy) regarding client matters involving trust and agency… 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
- 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
- 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