- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. As a...confidently communicate the business roadmap vision and status to senior leaders and stakeholders + Serve as the primary… more
- KeyBank (Portland, ME)
- …for all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... to determine duties and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to meet client's needs. +… more
- Robert Half Finance & Accounting (Raleigh, NC)
- …This position requires knowledge of preparation of corporate, partnership and personal income tax returns. Knowledge of trust , estate and non-profit returns ... the Southeast Raleigh area is looking to add a Senior Tax Accountant to their team. The...Tax Return, Partnership Tax Returns, Federal Tax Return, Estate Tax Return,… more
- Williams Parker (Sarasota, FL)
- … estate planning matters. The scope of work includes wills, revocable and irrevocable trust planning, estate and gift tax strategies, ongoing trust ... clients, or their fiduciaries, in estate and trust administration settlement and, when necessary, in tax controversies involving estate and gift tax… more
- Auburn University (Auburn, AL)
- …our Gift Planning team!** In this pivotal role, you will use your financial, tax , and estate planning skills to secure transformative philanthropic gifts of $1 ... Number** S4875P **Home Org Name** Planned Giving **Division Name** Senior VP, Advancement **Position Title** Senior Planned...complete our team! **What You'll Do:** + **Provide charitable estate planning, and tax related expertise:** Work… more
- Robert Half Finance & Accounting (St. Cloud, MN)
- …various types of tax returns, including partnership, S-corp, C-corp, individual, trust , and estate filings. * Communicate effectively with clients to provide ... Description We are looking for an experienced Tax Senior to join our team in northwest suburb of the Twin Cities. This role is ideal for a motivated individual… more
- Grant Thornton (Appleton, WI)
- …from the IRS and other taxing authorities + Identifying, researching, and assessing various tax issues while also providing information to senior staff members + ... Tax Associate As a Tax Associate...be exposed to a variety of industries including real estate , consumer industrial products, financial services, and healthcare. Procedures… more
- Wells Fargo (New York, NY)
- …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 a Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …* Familiarity with CCH Axcess Suite is a plus. * Solid understanding of trust , corporate, and real estate tax preparation processes. Robert Half ... Description We are looking for an experienced and detail-oriented Senior Tax Associate to become a key member of our tax team in Santa Barbara, California.… more
- Wheeler Accountants LLP (San Jose, CA)
- …competence and a strong sense of confidence in one's own abilities. 6+ years Individual tax experience required. Estate & Trust experience is a plus. The ... Individual Tax Manager Position Available at Wheeler Accountants LLP...of the assigned team Mentoring & and training our senior and staff accountants in their roles Benefits: Competitive… more