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Tax, Trust and Estates jobs

Viewing 11 - 20 of 40 jobs

  • Tax Director - Family Wealth Services

    Major Provider of Accounting, Tax, and Business Consulting - Los Angeles, CA

    of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax ... relationships - Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and...

    30+ days ago from IvyExec

  • Tax Director

    Leading Provider of Assurance, Tax and Consulting Services - Los Angeles, CA

    and charitable entities. - Reviewing personal, fiduciary, and foundation income tax returns - Maintaining and ... of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax...

    30+ days ago from IvyExec

  • Estate and Trust Tax Manager

    Withumsmith+brown - Morristown, NJ

    Preparation and review of fiduciary accountings for estates and trusts. - Provide tax planning and consulting to our ... accounting firm with emphasis on Gift, Estate and Trust tax preparation and review. . , , The ideal candidate must...

    30+ days ago from WithumSmith+Brown

  • Senior Trust Officer

    Fifth Third Bank - Naples, FL

    discretionary actions, and all other bankpolicies,proceduresandguidelines Work closely with Trust Tax Accountants ... regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships,...

    3 days ago from Fifth Third Bank

  • Private Client VP, Senior Account Executive

    Leading Mutual Fund and Financial Services Group - Novi, MI

    relationships to retain and increase total assets, revenues and profitability Build a book of business, market share and ... understanding and experience with trust, estate planning, tax planning, insurance, and financial planning Demonstrated...

    30+ days ago from IvyExec

  • Sr. Fiduciary Administrator

    Johnson Financial Group - Racine, WI

    and other applicable tax, and preparing final accounts and distribution of remaining assets Manage inherent risk by ... experience required. Strong trust compliance, fiduciary and regulatory knowledge required. Excellent oral and written...

    3 days ago from Johnson Financial Group

  • Vice President - Wealth Strategist

    Boston, MA

    Qualifications: Law degree with minimum of 5 years of Trust and Estate Planning experience (LLM strongly ... and financial planning concepts and techniques. Solid tax and legal research skills Excellent communication and...

    23 days ago from IvyExec

  • VP - Wealth Strategist

    Boston, MA

    Qualifications: Law degree with minimum of 5 years of Trust and Estate Planning experience (LLM strongly ... and financial planning concepts and techniques. Solid tax and legal research skills Excellent communication and...

    30+ days ago from IvyExec

  • Senior Wealth Planner

    Major American Financial Services Company - Wilkes-Barre, PA

    largest trust and investment managers in the United States and have access to state-of-the-art software and planning ... Five or more years of experience as a trust and estate or tax attorney, CPA, trust advisor or financial/estate planner w...

    15 days ago from IvyExec

  • Asset Management - Private Bank - Wealth Strategist - Vice President

    Global Securities, Investment and Retail Banking Firm - Denver, CO

    with financial planning, banking, investments, tax and wealth transfer strategies Structure and present ... matters, working knowledge of credit and applicable trust and estate planning issues Senior level individual...

    30+ days ago from IvyExec

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