- Robert Half Finance & Accounting (Wilmington, DE)
- …client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are not limited to: . 5+ years of trust tax … 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
- Wolters Kluwer (Kennesaw, GA)
- …related opinion on more complex topics. **_ESSENTIAL DUTIES AND RESPONSIBILITIES_** . Assists Trust Tax Outsourcing Manager with day-to-day activities to ... team meetings and client discussions . Other duties as assigned by Trust Tax Outsourcing Manager **_JOB QUALIFICATIONS:_** . Education: Bachelor's degree in… more
- Charles Schwab (Lone Tree, CO)
- …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 that could result in a large… more
- Wipfli LLP (Tinley Park, IL)
- …+ Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg ... enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery... agreement language + Experience and knowledge of income tax and estate value impact of various trust… 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...Apply knowledge and skills in Public Accounting, Public Accounting Tax , Partnership Taxation, Trust tax ,… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …The Tax Manager will be responsible for answering and researching legal/ trust related tax inquiries, ensuring compliance with tax laws, managing ... located in the Greater Wilmington Delaware area seeks a Tax Manager with expertise working with high-net-worth...experience . Active CPA preferred . Knowledge of directed trust tax issues is strongly preferred For… more
- Robert Half Finance & Accounting (West Des Moines, IA)
- Description We are in the process of adding a Tax Manager - Public to our team. This role falls within the realm of public accounting and tax , and the ... engagements and handle a diverse portfolio of clients. The Tax Manager will also provide strategic ...Provision, Compliance, Entity Formation, Tax - Corporate, Tax - Partnership, Tax - Trust… more
- Robert Half Finance & Accounting (Bloomington, MN)
- Description We are seeking a Tax Manager to join our team in the Investment Management industry. In this role, you will be involved in the preparation and ... preparing responses and creating schedules. Requirements * Must possess a clear understanding of Trust tax , Estate Tax , Gift tax , and Fiduciary Income … more
- Robert Half Finance & Accounting (St. Paul, MN)
- Description We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing ... executives across various family offices * Prepare and review Trust Tax Returns and Estate Tax...years of experience in a relevant role such as Tax Manager , preferably in public practice. *… more