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Tax, Trust and Estates jobs - Milwaukee, WI

Viewing 1 - 10 of 30 jobs

  • Tax Manager - Trust & Estate

    Baker Tilly - Milwaukee, WI

    gift, charitable planning, and generation-skipping tax and individual arenas. * Consult, work with, and service ... and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

    30+ days ago from Baker Tilly

  • Pipeline - Tax Analyst, Trust Outsourcing Services

    BMO Harris Bank - Milwaukee, WI

    Analyze and solve basic to intermediate fiduciary income taxation issues and prepare associated tax and information ... and the ability to work in a team environment. #trust #tax #accountant #estate Minimum of Bachelor’s degree,...

    30+ days ago from BMO Harris Bank

  • Tax Associate

    Grant Thornton - Milwaukee, WI

    tax services, international tax services, industry tax services, family wealth planning, and compensation and benefit ... and Local Tax, International Tax, Strategic Federal Tax, and Private Wealth Service lines. Additional job...

    30+ days ago from Grant Thornton

  • Tax Senior – National Tax – Fiduciary Trust Tax

    Ey - Milwaukee, WI

    tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence ... and reviewing data scans and hard copy of account and transaction data. Incumbent uses knowledge of tax law and...

    30+ days ago from EY

  • Senior Trust Administrator

    Northwestern Mutual - Milwaukee, WI

    the set-up, implementation, and administration of trusts, estates and ILITs. He/she coordinates client service ... taxes, investment, and the legal framework of estate and trust administration. Must demonstrate strong analytical...

    30+ days ago from Northwestern Mutual

  • Wealth Management Director

    Tiaa-cref - Milwaukee, WI

    Personal Trust and Asset Management Services, IRAs, After-Tax Annuities, Brokerage Service and Education Savings ... products, general investment matters and applicable tax and estate planning issues. Minimum of 8-10 years...

    27 days ago from TIAA-CREF

  • 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...

    5 days ago from Johnson Financial Group

  • Wealth Management Director

    Tiaa-cref | Financial Services® - Milwaukee, WI

    Personal Trust and Asset Management Services, IRAs, After-Tax Annuities, Brokerage Service and Education Savings ... products, general investment matters and applicable tax and estate planning issues Proven track record in...

    30+ days ago from BrokerHunter.com

  • Loan Processor

    Inlanta Mortgage - Brookfield, WI

    manner. Establish and maintain a high level of service and customer satisfaction to both the inside sales team and ... Stack and scan files for audit and/or retention Any and all other duties as assigned by supervisor Essential...

    30+ days ago from Recruiterbox

  • Wealth Management Advisor

    Tiaa - Finance Industry - Milwaukee, WI

    products and services for clients, identifying and acquiring client assets held outside of TIAA-CREF and ... investment matters and applicable tax and estate planning issues. • Excellent interpersonal skills and face-to-face...

    30+ days ago from VelvetJobs

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