- Principal Financial Group (Des Moines, IA)
- …looking for a role where expertise meets impact?** Are you passionate about complex tax and financial planning? Do you thrive in a role where your strategic thinking ... provide high-level technical support and thought leadership on advanced tax , estate, and financial planning topics. You'll be an...+ Ability to travel 4-6 times per year to company offices and events across the US + This… more
- Robert Half Finance & Accounting (San Diego, CA)
- …vital in ensuring the accuracy of financial reporting, compliance with tax -basis accounting principles, and strategic financial planning. The Accounting Manager will ... manage the production of audited financial statements, ensuring adherence to tax -basis accounting standards and regulatory guidelines. * Oversee the month-end close… more
- Robert Half Legal (Chicago, IL)
- …estate checking accounts + Prepare and file Illinois state and federal estate tax returns, including court inventory + Coordinate asset transfers and trust funding, ... administration + Strong trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions +… more
- Robert Half Finance & Accounting (Willingboro, NJ)
- …New Jersey area. In this role, you will oversee payroll processing, tax withholdings, and benefit reconciliations while ensuring accuracy and compliance. This ... and ensure timely payment to employees. * Maintain and update employee records, including tax and benefit information. * Assist in preparing tax reports and… more
- Robert Half Finance & Accounting (Sioux City, IA)
- …role provides an excellent opportunity to enhance your expertise in accounting, tax preparation, and business advisory services while working with a diverse range ... client engagements. * Prepare accurate and timely individual, business, and fiduciary income tax returns. * Offer strategic business planning and tax projection… more
- Robert Half Finance & Accounting (Sioux City, IA)
- …industries. Our client's firm is committed to delivering high-quality accounting and tax solutions that empower our clients to achieve their business goals. ... Manage and oversee client engagements, including financial reporting, annual closings, tax preparations, and special projects. * Review and prepare individual,… more
- JPMorgan Chase (Palm Beach, FL)
- …oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and develop relationships with beneficiaries and ... firm. **Job Responsibilities** + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- University of Pennsylvania (Philadelphia, PA)
- …the world advance their careers through Wharton Executive Education's individual, company -customized, and online programs. More than 104,000 Wharton alumni form a ... and has been influential in many key recent policy discussions, including tax reform, infrastructure, college debt, federal debt, immigration, pre-K education, paid… more
- JPMorgan Chase (New York, NY)
- …Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms of the governing ... decisions, including working with Investors. + Work with JPMC's tax department and trust counsel to resolve tax...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- Robert Half Finance & Accounting (Dallas, TX)
- …in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will ... strategies and recommendations throughout the year. * Conduct reviews of annual income tax returns and develop accurate year-end tax projections. * Perform… more