- JPMorgan Chase (Chicago, IL)
- …your knowledge, skills, and abilities. You have found the right team. As a Trusts and Estates Client Tax Manager III within the Trusts & Estates ... + Extensive knowledge of fiduciary income tax , generation-skipping transfer tax , and estate tax + Relevant experience in the Trust business, either… more
- JPMorgan Chase (Newark, DE)
- …and abilities. You have found the right team. As a Client Tax Associate I within the Trusts and Estates and Tax Operations (TETO) team in Wealth ... you will play a crucial role in supporting the Trusts & Estates (T&E) practice by coordinating...cross-functional business processes to identify automation opportunities and enhance client experiences + Lead tax projects to… more
- Moss Adams LLP (San Francisco, CA)
- ** Tax Manager - Private Client Services**...: + Advise clients on corporate, partnership, individual and trust and estate tax services ... fun while solving complex and interesting business challenges. **Introduction to the team** Tax Services' teams deliver quality tax solutions to public and… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …and multi-state income tax returns for individuals, corporations, partnerships, trusts , and estates . * Work closely with high-net-worth individuals, large ... tax work papers for their businesses, investments, and estate planning entities. * Draft responses to governmental queries,...notes, or mandates and handle IRS inquiries. * Conduct tax research and understand client tax… more
- KPMG (Chicago, IL)
- … client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients + Review and provide analyses of complex individual ... income tax , gift, estate , and trust ...family offices + Build, manage, direct, and monitor multiple client engagements teams while maintaining active communication with clients… more
- Cherry Bekaert (Tysons Corner, VA)
- …and partnership returns + Build and serving our partnerships and high net-worth individuals with estate , gift and trust tax planning and compliance needs + ... DC Metro market. The successful candidate will manage the client 's tax compliance needs, anticipate tax... tax compliance and planning as well as estate tax compliance and planning are a… more
- Cherry Bekaert (Louisville, KY)
- …individual and partnership returns + Build and serve our high net-worth individual clients with estate , gift and trust tax planning and compliance needs + ... days/week in office). The successful candidate will manage the client 's tax compliance needs, anticipate tax... tax compliance and planning as well as estate tax compliance and planning are a… more
- Gelfand Rennert & Feldman (Century City, CA)
- …multi-state tax returns (individual, S corporation, C corporation, partnership, estate , and trusts ) + Assist in the planning/executing/administration of Firm ... Manager is responsible for consulting with Firm partners, managers and staff on client tax issues and will also handle/assist with income tax audits.… more
- Gelfand Rennert & Feldman (Encino, CA)
- …and review individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary, and exempt organization tax returns + Review General Ledger and ... tax research and planning, as needed, to solve client 's tax issues + Correspondence regarding ...in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and… more
- Maxwell Locke & Ritter (Austin, TX)
- … consulting and compliance services to high net-worth individuals and families including personal, estate /gift & trust tax returns + CPA certification + ... What You'll Be Doing As a tax manager, you will lead client tax engagements from start to finish, utilizing your prior technical experience to help clients… more