- Wells Fargo (Pasadena, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...(IRA) **About this role:** Wells Fargo is seeking an Estate Services Senior Manager for the Northeast… more
- Cherry Bekaert (Waltham, MA)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... Services (https://www.cbh.com/services/ tax /)** team is seeking a ** Senior Tax Manager** to support our Boston,... tax compliance and planning as well as estate tax compliance and planning are a… more
- Robert Half Finance & Accounting (Lewes, DE)
- …+ Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing specialized expertise in these ... Description Robert Half is looking for a dedicated Tax Senior Staff Accountant to join...are not limited to: + 5+ years of strong tax experience + Trust / estate … more
- Grant Thornton (Boston, MA)
- …Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate , and gift tax planning ... and year-end reviews + Research and consult on various tax matters, primarily in the federal estate ,...we believe in making business more personal and building trust into every result - for our clients and… more
- Robert Half Finance & Accounting (Carson City, NV)
- …across various entities such as partnerships, corporations, and individuals. * Proficiency in managing trust and estate tax matters. * Advanced skills in ... Half Finance and Accounting is recruiting to fill a Tax Senior or Tax Manager...base of tax clients (individual, partnership, corporation, trust and estate ) as well as very… more
- Wells Fargo (Charlotte, NC)
- …excellence, ensuring business accountability, and supporting risk management initiatives across complex trust , estate , tax and fiduciary law issues ... and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust...mitigation. **About this role:** Wells Fargo is seeking a Senior Business Accountability Specialist. The Senior Business… more
- Edward Jones (Tempe, AZ)
- …of these strategies for High Net Worth clients + Ability to review client tax returns, gift/ estate tax returns, personal financial statement, and other ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party...You Apart:** + Mastery of financial planning, investment strategies, tax planning, and estate planning. + Strong… more
- Deloitte (San Juan, PR)
- …practice! Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level ... reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare for… more
- US Bank (Seattle, WA)
- …multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... experience + 10 or more years of experience in Trust administration + Professional Designation is required and may...candidates with 3-4 years of experience practicing trusts and estate law. If there's anything we can do to… more
- Robert Half Finance & Accounting (Atlanta, GA)
- … preparation for high net worth individuals, partnerships, corporations, as well as gift, estate , and trust tax returns. We offer competitive compensation, ... Description Senior Tax Associate - Public Accounting...Description Senior Tax Associate - Public Accounting My client, a...client, a well-established public accounting firm, is seeking a Senior Associate to join our Tax Team.… more