- Robert Half Finance & Accounting (Wilmington, DE)
- …client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … 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 ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… more
- Wipfli LLP (Detroit, 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 ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… more
- Charles Schwab (Westlake, TX)
- …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 (Chicago, 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 (Detroit, 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
- Perkins & Co (Portland, OR)
- We are looking for a seasoned tax manager to join our high net worth and legacy planning practice. To be successful in this role you should have substantial ... experience working with high net worth individuals and the trust and estate issues that often go hand in...we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...Apply knowledge and skills in Public Accounting, Public Accounting Tax , Partnership Taxation, Trust tax ,… more
- Robert Half Finance & Accounting (West Des Moines, IA)
- Description We are in the process of adding a Tax Manager - Public to our team. This role falls within the realm of public accounting and tax , and the ... engagements and handle a diverse portfolio of clients. The Tax Manager will also provide strategic ...Provision, Compliance, Entity Formation, Tax - Corporate, Tax - Partnership, Tax - Trust… more