- Deloitte (Davenport, IA)
- …operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax group, you will provide federal tax consulting and compliance ... relevant for public and private companies and range from tax planning to tax compliance,...finance or related field + Solid understanding of real estate tax technical and transaction skills, including… more
- Robert Half Legal (St. Louis, MO)
- …role, you will be tasked with a range of responsibilities, such as handling estate planning , tax , and probate matters. Responsibilities * Efficiently handle ... issuing notices. * Take charge of the preparation of estate planning documents and related trust funding.... documents and related trust funding. * Manage the estate tax returns, gift tax … more
- Wipfli LLP (Denver, CO)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. + Preparing written deliverables, such as emails, memos, ... in a timely manner, and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other available… more
- Wipfli LLP (Detroit, MI)
- …products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income/ estate tax matters. + Preparing written deliverables, such as emails, memos, ... in a timely manner, and meeting prescribed budgets and deadlines. + Performing estate tax calculations using Microsoft Excel, number crunchers or other available… more
- Charles Schwab (Westlake, TX)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... Specialist will be the subject matter authority in all implications of a clients Tax , Trust and Estate needs. **What you have** As a Tax , Trust & Estate… more
- Robert Half Legal (Minneapolis, MN)
- …and create tax planning models and projections. * Develop intricate estate planning tax projections to assist clients in understanding potential ... * Extensive experience in handling Revocable Trusts * Ability to prepare and file Estate Tax Return * Experience in Fiduciary Income Tax Return preparation *… more
- GRF CPAs & Advisors (Bethesda, MD)
- …accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager...Proficiency in use of computer tax preparation, tax research, tax planning software… more
- Deloitte (Tulsa, OK)
- …as well as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts ... an opportunity to help develop and use the latest tax technologies in the real estate industry...3 days per week + 3+ years experience providing tax planning services or preparing client work… more
- Robert Half Legal (Sacramento, CA)
- …legal matters, from corporate and real estate transactions to intellectual property and tax planning . If you thrive in a collaborative environment and have a ... effective outcomes. * Provide legal counsel on business and real estate transactions, corporate matters, tax planning , and estate management. * Draft,… more
- Vanguard (Charlotte, NC)
- …with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning , philanthropic giving, and ... business management and relationship management. + Experience applying trust and estate planning knowledge to help preserve client's wealth + In-depth knowledge… more