- 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 (Lincolnshire, 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 (Southfield, 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 be ... 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 (San Francisco, CA)
- *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
- Neuberger Berman (New York, NY)
- … Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both...planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax … more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as part of Wealth and ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- Wells Fargo (San Francisco, CA)
- …(IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management. ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… more
- General Dynamics Information Technology (Falls Church, VA)
- …Requisition:** Regular **Clearance Level Must Be Able to Obtain:** None **Public Trust /Other Required:** None **Job Family:** Real Estate and Facilities ... mission and optimize our business strategy as a **Real Estate Projects Senior ** at GDIT. Here, you'll...internal operations reviews or to support internal audit inquiries, tax investigations, and asset transfers **WHAT YOU'LL NEED TO… more
- Grant Thornton (San Francisco, CA)
- 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