- Wipfli LLP (Southfield, MI)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and ... professional standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters… more
- Wipfli LLP (Radnor, PA)
- …support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax... tax and accounting software applications + Research tax related issues and other related financial reports Knowledge,… more
- Robert Half Finance & Accounting (Chicago, IL)
- …maintaining balance sheets and income statement accounts and bank reconciliations. The Senior Accountant will also prepare tax workpapers and assist with the ... + Reconcile and maintain balance sheet and income statement accounts. + Prepare tax workpapers (ie fiduciary , partnership, S-Corps., etc.) and assist with the… more
- Robert Half Finance & Accounting (Sioux City, IA)
- …manage various client engagements. * Prepare accurate and timely individual, business, and fiduciary income tax returns. * Offer strategic business planning and ... Description We are looking for a highly motivated and experienced Senior Staff Accountant to join our client's dynamic team in Sioux City, Iowa. This role provides… more
- Robert Half Finance & Accounting (Chicago, IL)
- … tax workpapers and permanent files. + Prepare and review partnership, individual, fiduciary and information tax returns. + Assist in the preparation of ... and related journal entries. + Set up business and tax accounts with various governmental entities. + Project work...office. + Licensed CPA required. + Excellent accounting skills. Tax experience required. + Proficient in Excel and QuickBooks.… 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
- Commerce Bank (St. Louis, MO)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking ... internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking… more
- Regions Bank (Little Rock, AR)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and ... wills, IRAs, qualified retirement plans, or custody services). + Knowledge of fiduciary products and services, including legal, tax and regulatory requirements… more
- Regions Bank (Houston, TX)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and ... relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements… more
- Truist (Laurel, MD)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or career development program… more