- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax...preparation of trust tax returns, as well as providing tax ...strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a… more
- Robert Half Legal (Worcester, MA)
- Description We are partnering with a law firm that's looking for a skilled Trust & Estate Tax Attorney to join a law firm in the Greater Worcester area. This ... role offers an exciting opportunity to apply your expertise in tax law within the trust and estate practice area. The ideal candidate will bring strong… more
- Charles Schwab (Phoenix, AZ)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... The goal of the relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that among other things that could result in a large… more
- Wipfli LLP (Lincolnshire, IL)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- Wipfli LLP (Southfield, MI)
- …compliance, and consulting in public accounting + Deep understanding of estate, gift, and trust tax laws and their application. + Experience with advanced estate ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax… more
- MillerMusmar CPAs (VA)
- …Flexibility) **Firm Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust , and High-Net-Worth About Us MillerMusmar CPAs ... tax planning for business owners, and exposure to trust , estate, and international individual compliance. This role will...C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041)… more
- 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 clients' ... tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and… more
- Wipfli LLP (Denver, CO)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... agreement language + Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts… more
- Wipfli LLP (Southfield, MI)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... agreement language + Experience and knowledge of income tax and estate value impact of various trust... tax and estate value impact of various trust vehicles including: + Charitable remainder and lead trusts… more
- US Tech Solutions (Brooklyn, OH)
- …maintenance, process bills, cash receipts, etc.); interface with centralized support areas such as Trust Operations, Trust Tax , Trust Revenue and Real ... of assigned fiduciary accounts. + Keep current on the latest developments in trust law, tax law and other issues related to the trust business. +… more