- Wipfli LLP (Denver, CO)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Southfield, MI)
- … estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery...Experience and knowledge of income tax and estate value impact of various trust vehicles… more
- Wipfli LLP (Lincolnshire, IL)
- … tax planning, compliance, and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and their application. + ... with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and… 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 ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- PNC (Troy, MI)
- …retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee.… more
- MillerMusmar CPAs (VA)
- …many involving K-1s, Schedules C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041) and related filings ... right seats. Role Summary We are seeking a full-time Tax Manager with strong experience in 1040...tax planning for business owners, and exposure to trust , estate , and international individual compliance. This… more
- Neuberger Berman (New York, NY)
- …Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax ...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- PNC (Baltimore, MD)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. Estate and Trust administrations are faced with ... valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. You… more
- State of Montana (Kalispell, MT)
- …real estate , minerals, agriculture/grazing, and their respective subprograms. The Trust Lands Program Manager supports Area and Unit implementation of ... pride in our work *Job Overview: * The NWLO Trust Lands Management Program Manager is responsible...* Generous paid vacation, sick leave, and holidays * Pre- tax flexible spending accounts * A vibrant Employee Assistance… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... managing the Graphic Design team. About This Job As Manager , Graphic Design - CTC, you will be responsible...management services including financial planning, estate and tax planning, investment management, private banking and trust… more
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