- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Wipfli LLP (Chicago, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- Wipfli LLP (Detroit, MI)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development... plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax … more
- PNC (PA)
- …and have an opportunity to contribute to the company's success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will have ... within one year of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax ) and the Estate Liaison… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a...negotiate as necessary desirable fee schedules and charges for trust and investment services. * Ensure all tax… more
- First Horizon Bank (Houston, TX)
- …real estate product types (ie retail, office, multi-family, industrial, senior housing, student housing, etc.). **ROLES AND RESPONSIBILITIES -** + Prepare credit ... analysis and presentation of borrower and guarantor balance sheets, income statements, tax returns, global real estate schedules, cash flows, financial ratios,… more
- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Thrivent Financial (Appleton, WI)
- …+ Completion of Juris Doctor Degree. + 10+ years of trust administration, estate planning, estate settlement, tax or related experience with direct ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for...fiduciary accounts. + Thorough knowledge of discretionary distribution analysis, estate planning, compliance, IRAs and tax concepts.… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX...Lacerte, and Drake. * Strong knowledge of individual, partnership, estate , trust , and corporate tax ... firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax ...complex federal and state, as well as individual income, estate and trust returns. You will also… more
- Grant Thornton (New York, NY)
- As a Real Estate /Construction Advisory Manager, you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all phases ... wide variety of industries with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives. + Assisting in matters involving fraud,… more