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What You’ll DoAs a Tax 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.
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Some proficiency in the preparation of financial statements in the preparation of corporate, individual, partnership, fiduciary and other tax returns prepared by the firm. Proficient in the use of QuickBooks (QuickBooks Online and QuickBooks Desktop) and able to develop and train.
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Prepare federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits. Prepare federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits.
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Recruiting for this role ends on June 1, 2024What You’ll DoAs a Tax Senior 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 for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Preparing and reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Preparing and reviewing of fiduciary accountings for estates and trusts.
$75,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - 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.
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Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy. Experience working with SurePrep SPBinder, BNA Income Tax Planner, GoSystems and TaxCaddy.
$105,000 - $175,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Preparation of corporate, individual, partnership, fiduciary and other tax returns. We are seeking a proactive and self-motivated Tax Senior to join our Phoenix or Tucson tax team. Preparation of corporate, individual, partnership, fiduciary and other tax returns.
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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.
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The TeamAt 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.
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Significant experience in working with estate tax, gift tax and fiduciary income tax returns; Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax.
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Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. As a Trust & Estate Tax Senior Associate, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders.
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Participate in peer review process for fiduciary income tax returns. The primary function of a Senior Fiduciary Tax Advisor is to prepare and review trust tax returns and provide other information to serve Glenmede’s clients.
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Preparation and review of state and Federal fiduciary income tax returns. Preparation and review Federal estate and gift tax returns. Stonehage Fleming Law US1 is a boutique law firm based in Philadelphia, Pennsylvania, that focuses on international and domestic tax planning, tax compliance, and trust and estate planning and administration for private clients and private investors.
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Knowledge of fiduciary accounting concepts. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals.
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