- Charles Schwab (Westlake, TX)
- …provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax , Trust and Estate specialist role is a part of a ... The goal of the relationship is to work through client's sophisticated needs in Tax , Trust , and Estates that among other things could result in a large amount of… 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...client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied… 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...understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development… more
- Wipfli LLP (Southfield, MI)
- …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...understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development… more
- Edward Jones (Tempe, AZ)
- …individuals, businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary ... tax return preparation, under the direction of the Trust Tax Manager . Responsibilities include: + Reviewing and understanding trust documents;… more
- Charles Schwab (Lone Tree, CO)
- …funds (ETFs), and alternative products. The Tax Team is looking for a Senior Manager to support their growing team. This individual is responsible for ... to work onsite in one the specified locations.** The Tax Team function within Schwab Asset Management (SAM) is...and regulations are satisfied for these products. As a Senior Manager you will be responsible for… more
- Robert Half Finance & Accounting (Chicago, IL)
- …that was just rated one of the top places to work in Chicago just created a new Senior Tax Manager position. Which may seem pretty standard until you get to ... 5) And more Job Description: The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business… 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 ... CPA candidate. Responsibilities: + Prepare federal and state individual, trust , partnership, and corporate tax returns. + Conduct tax research and analysis.… more
- Robert Half Finance & Accounting (Rockville, MD)
- … tax experience within public accounting and industry. + Significant partnership tax experience, ideally in real estate. + Trust accounting, private equity, ... Join a market-leading, visionary commercial real estate developer and property manager with over seven decades of success shaping the metropolitan Washington… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- Description We are in the market for a Tax Sr . - Corporate to join our team in The Woodlands, Texas. The role primarily involves working on tax -related ... In this role, you will have the opportunity to work closely with our Tax Consolidation Manager in establishing an efficient tax function. Responsibilities:… more