- Robert Half Management Resources (Walnut Creek, CA)
- …* Utilize familiarity with 2018 tax changes and Section 199A provisions to optimize tax strategies * Conduct thorough evaluations of trust and estate tax ... in tax preparation and accounting * Proficiency in fiduciary, trust , and estate tax processes * Strong expertise in individual and partnership tax … more
- Robert Half Finance & Accounting (Lewes, DE)
- …address tax -related inquiries. + Utilize Thomson Reuters ONESOURCE software to streamline tax processes. + Handle trust and estate tax returns, providing ... include and are not limited to: + 5+ years of strong tax experience + Trust / estate experience + Experience with Thomson Reuters + Excellent interpersonal,… more
- Robert Half Finance & Accounting (Carson City, NV)
- …experienced steady growth over the last 15 years, and has a quality base of tax clients (individual, partnership, corporation, trust and estate) as well as very ... such as partnerships, corporations, and individuals. * Proficiency in managing trust and estate tax matters. * Advanced skills in Microsoft Excel for financial… more
- Robert Half Finance & Accounting (Boston, MA)
- …Partnerships, S-Corps, and 1099 + Experience in individual clients, high net worth individuals, trust & estates, state tax , and pensions + Adept at meeting ... Description We are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts. In this role, you will serve as a… more
- US Tech Solutions (Charlotte, NC)
- …tax filings of trusts and estates. + Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax ... Provides consulting and information-sharing tax services for the organization and ensures that...services for the organization and ensures that all appropriate tax regulations are followed **Key Responsibilities and Duties:** +… more
- JPMorgan Chase (Newark, DE)
- …Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax , administrative and investment issues, and ... as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax , administrative and investment issues and… more
- Commerce Bank (Kansas City, MO)
- …provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... trust and estate planning fields + Intermediate understanding of trust services including administration, tax and investments + Strong relationship… more
- JPMorgan Chase (Chicago, IL)
- … tax filings. **Job responsibilities:** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters ... our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, where you'll play a pivotal...trust beneficiaries + Review governing documents to ensure tax attributes are correct + Review state filing positions… more
- JPMorgan Chase (Chicago, IL)
- …and foreign tax compliance regulations. You will work directly with trust officers, clients, family offices and outside advisors to ensure complete and accurate ... **Job responsibilities** + Serve as a subject matter expert for fiduciary tax matters + Support global trust teams on all tax matters including but not… more
- Robert Half Finance & Accounting (Stamford, CT)
- … tax planning and compliance services to individuals, focusing on complex tax situations such as individual income, trust , estate, gift, and partnership ... * Prepare and oversee the filing of federal and state individual income, trust , estate, and gift tax returns. * Ensure all client tax filings comply with… more