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Reporting to the President, the VPFCFO is the chief fiscal officer charged with the fiduciary integrity of the university and leadership for all financial and physical resources. The VPFCFO manages a broad portfolio of functions including finance, budget, controller’s office, investments, treasury, real estate, community relations, economic development, safety and risk management, facilities, police, and business services.
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Applicable knowledge of legal and investment terminology with a strong trust administration background and proficiency in West’s Federal Estate Tax program and fiduciary income tax forms and extensions.
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Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) Extensive communication with clients, financial planners and accountants Preparation of federal and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding, etc.
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Experience working with Commercial Real Estate or Real Estate Investment clients. A Top Ranked, Award Winning Mid-Size firm with a GREAT culture, opportunity for growth and chance to work with great clients is hiring for a Tax Supervisor to help with our growing Real Estate Investment practice.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Ideal candidates have at least 5 years of trial experience with civil litigation matters in California, including subjects such as fraudulent misrepresentation, breach of fiduciary duty, real estate contract disputes, quiet title, action in partition, unlawful detainer, HOA disputes, and foreclosure defense.
$150,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD. Estate & Legacy Planning Trust Administration. One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues.
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Advanced degree such as MST, MAcc, JD, or LLM. Certified Financial Planner (CFP) Knowledge of fund accounting and general ledger accounting. At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Foundational knowledge of investment, fiduciary, and estate planning concepts. Draft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.
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Experience with individual tax, business tax, fiduciary tax and estate tax. So, if you are a Tax Accountant with experience, please apply today! Job Title: Senior Tax Accountant. Experience with individual tax, business tax, fiduciary tax and estate tax.
$95,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Our Restructuring and Turnaround services include Performance Improvement, Restructuring & Turnaround Advisory, Interim Management, and Bankruptcy & Fiduciary. Industries we serve include Aerospace, Defense, & Government Contractors, Automotive & Industrials, Business Services, Consumer Products & Retail, Energy, Engineering & Construction, Financial Services, Government, Municipal, & Education, Healthcare, Hospitality & Entertainment, Real Estate, Technology, Media & Telecommunications.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Review complex gift, estate and fiduciary income tax returns; Review fiduciary accounting for trusts and estates; - Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning.
$120,000 - $150,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 3 months ago
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