- Miller, Mannix Schachner & Hafner, LLC (Glens Falls, NY)
- …as you will be handling sensitive financial data and managing attorney trust accounts (IOLA) in strict accordance with legal ethics and compliance standards. ... and ensure timely payment of vendor invoices and firm expenses. * Trust Accounting: Perform meticulous management and reconciliation of IOLA/ Trust accounts… more
- City of Pittsburgh (Pittsburgh, PA)
- …to, criminal background, driver's license, and City of Pittsburgh real estate tax payments. Candidates may be disqualified from consideration based on the results ... Supervises two staff positions. Oversees pension payroll system. Ensures all pension tax documents are correct for filing. Calculates pension benefits in accordance… more
- Milwaukee Area Technical College (Milwaukee, WI)
- …relationship-building skills to serve organizational goals with ability to inspire trust and camaraderie in employees, colleagues, and potential donors Excellent ... in creating contractual donor agreements, internal policies and practices, and tax -exempt regulatory compliance Ability to work with culturally diverse populations… more
- Temple of Mycomysticism (Los Angeles, CA)
- …network of sacred healing centers DONOR PROTECTION: All funds held in Trust Fund managed by Attorney William Barzee (barzeeflores.com). Funds cannot be released ... You know that the wealthiest donors are seeking meaning, legacy, and impact not just tax deductions. You can articulate a vision that moves them to action. You're a… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... preparation of trust tax...preparation of trust tax returns, as well as providing tax ...strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a… more
- Nuveen Investments (Charlotte, NC)
- Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business partners and external vendor partners to facilitate the ... and processing of various IRS and state agency fiduciary tax forms and filings. This job builds strong relationships...taxing agencies to provide accurate and timely processing of tax forms and filings. This job will identify and… more
- BMO Financial Group (Milwaukee, WI)
- …of Tax Planning and Legal processes and procedures + In-depth knowledge of Tax issues, Trust Accounting and Investment Management + In-depth knowledge of ... Provides tax planning and advice as part of a...with the client to develop credibility and earn their trust as a member of the client strategy team.… more
- Wipfli LLP (Lincolnshire, 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
- MillerMusmar CPAs (VA)
- …Flexibility) **Firm Size:** ~30 employees **Reports to:** Tax Director **Department:** Tax - Individual, Trust , and High-Net-Worth About Us MillerMusmar CPAs ... tax planning for business owners, and exposure to trust , estate, and international individual compliance. This role will...C/E/F, stock compensation, and flow-through planning . Review ~20 trust and estate tax returns (Form 1041)… 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
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