- TD Bank (Greenville, SC)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective ... file returns, and ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and… 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 (Oakbrook Terrace, IL)
- …was just rated one of the top places to work in Chicago just created a new Tax Manager position. Which may seem pretty standard until you get to the best part: ... Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work...on departmental committees, as requested + Reporting to the senior members of your Client Service Team Requirements CANDIDATE… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of ...plus + Proficiency using CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income… more
- Robert Half Finance & Accounting (Needham, MA)
- Description Job Title: Tax Manager and/or Senior Tax Manager Qualifications: To be considered for this position, applicants must hold a CPA ... Prepare federal and state individual, trust, partnership, and corporate tax returns. + Conduct tax research and...Excel and Word. * Adhere to high confidentiality and fiduciary standards. Interested candidates should apply here but can… more
- State of Colorado (Denver, CO)
- …management of the Film Festival tax credit under the supervision of the Senior Program Manager and deputy Director of the Film Office. The position will ... report to the Senior Program Manager for Tax ...public information requests under tight deadlines. + Taking a fiduciary perspective on the tax credit application… more
- Robert Half Finance & Accounting (Holliston, MA)
- Description We are looking for a skilled and detail-oriented Senior Tax Accountant to join our team in Holliston, Massachusetts. In this role, you will manage ... * Handle the preparation and timely filing of corporate, fiduciary , charitable, partnership, and individual tax returns,... preparation work. * Offer backup support to the Tax Manager as needed. * Stay updated… more
- NBT Bank (Manchester, NH)
- …ability to identify, target and secure new customers. + Strong knowledge of fiduciary laws, tax considerations and regulatory requirements. + Completion of ... Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of...Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among… more
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