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Technical expertise complex gift, estate, and fiduciary income tax returns. 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.
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Tax planning and preparation of fiduciary income tax returns. Growing CPA firm with offices in Scottsdale and Chandler, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff.
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Prepare and begin reviewing tax returns for Small to Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits.
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Proficient in at least one area: entity or individual and fiduciary taxation with an understanding of complex investments and the related tax implications. CPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader.
$137,300 - $299,000 a yearFull-timeExpandApply NowActive JobUpdated 0 days ago - UpvoteDownvoteShare Job
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Fiduciary income tax. The ideal candidate should possess strong verbal and writing skills, as well as deep technical tax expertise in one or more of the following areas of tax law.
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Ensure high levels of operational, management and fiduciary integrity, including but not limited to: developing and monitoring annual operating budgets; reviewing operating procedures for compliance with applicable regulations; and working with Treasurer and others on annual tax return preparation and review.
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Counsel on plan design and drafting, tax and other compliance issue, fiduciary and investment issues, and HIPAA privacy compliance. Providing advice and counsel on day-to-day ERISA, benefits and tax related questions and issues related to the design and administration of benefit and compensation programs.
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Working with staff to ensure gift, estate and fiduciary tax returns are completed correctly by required deadlines and under firm processes. Reviewing gift, estate and fiduciary tax returns.
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Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Senior Tax Accountant – Troy, MI CPA Firm Job.
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Review gift, estate, and fiduciary income tax returns. Minimum of 5 years of progressive tax experience with trusts and estates, as well as high net worth client. Review fiduciary accounting for trusts and estates.
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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.
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Tax preparation and review of: Individual, Corporations, Partnerships, Fiduciary, Multi State individual and business returns. · Familiarity with Utlra Tax and Thomson Reuters Products a plus.
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Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Masters of Tax or LLM Tax preferred.
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Review tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Senior Tax Manager - Fast Track to Partner.
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Senior Tax Accountant – Phoenix CPA Firm Job. For immediate & CONFIDENTIAL consideration for this Senior Tax Accountant opportunity in Phoenix, please click APPLY. Bring an Entrepreneurial point of point-of-view Tax Accountant role.
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