- KeyBank (Hartford, CT)
- …state specific estate and tax planning issues + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues by keeping current as ... Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... and good working knowledge of estate, gift, and GST tax and fiduciary income tax ....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Comerica (Wilmington, DE)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth...characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and… more
- Comerica (El Segundo, CA)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Robert Half Finance & Accounting (Timonium, MD)
- Description SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY My client, a public accounting firm in Northern ... Baltimore County, is searching for a Senior Tax Associate or Tax Manager ...and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial… more
- Robert Half Finance & Accounting (Green Bay, WI)
- Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, ... planning and compliance. * Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings. * Strong knowledge of tax … more
- Robert Half Finance & Accounting (Bentonville, AR)
- Description We are looking for a skilled and motivated Tax Manager to oversee and grow the tax operations of our firm. This role involves managing a diverse ... laws. * Prepare and review a range of tax returns, including corporate, partnership, fiduciary , and...range of tax returns, including corporate, partnership, fiduciary , and individual filings, ensuring accuracy and timeliness. *… 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...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …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
- Edward Jones (Tempe, AZ)
- …foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax ... in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary principals, estate and income taxation + Able to use… more
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