- 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 ... range: $175,000 - $225,000 Essential Functions: 1. Performs technical tax review and approval of individual, trusts, estates...of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope,… more
- 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 (Detroit, 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
- 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...we invite it, support it, and celebrate it. Our tax and audit teams may be spread across the… more
- Wipfli LLP (Chicago, 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
- Wipfli LLP (Detroit, MI)
- … 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
- Charles Schwab (Westlake, TX)
- …interests, large family estates and investment portfolios requiring careful attention. The Tax , Trust & Estate Specialist will be the subject matter ... meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist...relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that… more
- JPMorgan Chase (Dallas, TX)
- …professionals experienced in, and dedicated to, estate administration, trust administration, investment management, tax compliance and administration, ... The **Global Trusts & Estates Practice** is an integral part of Wealth...class" client service + Demonstrated understanding of wealth management, trust and estate administration, and/or vendor management… more
- Deloitte (Davenport, IA)
- …any of these questions you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you...estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management -… more
- Moss Adams LLP (Walnut Creek, CA)
- ** Tax Managing Director - Real Estate ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who ... in individual, trust , partnership, corporate, federal, state, local and foreign tax returns, estimated payments and extensions, and federal and state taxaudits +… more