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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.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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They also have highly-respected practices in insurance and reinsurance disputes, banking law, environmental law, employment law, family practice, tax and trusts and estates, corporate law, governmental affairs, public finance, public utilities, and real estate.
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Demonstrated comprehensive knowledge of corporate/commercial law, and proficiency in at least two additional areas of relevant legal specialty, as follows: international operations; trusts and estates; entertainment/media law; human resources, employee benefits and employment law; data protection and privacy; tax exempt organizations.
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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.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Law Office of Thomas E. Rossmeissl has an opening for a part-time legal assistant or paralegal to assist in Mr. Rossmeissl’s trusts and estates practice. EXPERIENCE: The ideal candidate will have some experience in the trusts and estates field , be familiar with legal procedures and protocols, have a paralegal credential or training, and have a positive work attitude.
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Prepares audit statements with appropriate schedules and exhibits to reflect finally determined adjustments, tax liabilities and additions thereto on cases encompassing all types of taxpayers (individuals, corporations, partnerships, trusts, estates) engaged in all phases of economic activity where income may be derived from many sources and where several operating sub-divisions may exist.
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Knowledge of and ability to research and apply rules governing estate, gift, GST, and income taxation of trusts and estates, gift and estate tax return reporting and preparation.
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Preparing and reviewing tax returns for individuals, corporations, partnerships, trusts, and estates. We specialize in a number of industries including Construction, Healthcare, Technology, Non-Profit, Technology, Manufacturing/Distribution, Real Estate, Retail, Professional Services, and many more.
Full-timeRemoteExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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For more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services.
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Applies a comprehensive knowledge of the Bank Secrecy Act (BSA) and Internal Revenue Code 6050I, rulings, court decisions, regulations, IRS and Treasury policies to determine compliance with requirements including registration of money services businesses (MSB) s, development by FIs of anti-money laundering programs, recordkeeping and reporting requirements.
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Conducts independent examinations, reviews, and related financial investigations of complex cases encompassing all types of financial institutions (FIs) and non-financial trades or businesses (NFTBs) to assure their compliance with statutory and regulatory requirements of Title 31 (Bank Secrecy Act), and Form 8300 filing.
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Work could also include developing comprehensive accounting and financial information systems in concert with recognized accounting theory and practices as taught in academic institutions and promulgated by accounting standards boards, professional accounting organizations and the Comptroller General.
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What you’ll doAs 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.
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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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Strong tax planning and compliance surrounding income, trusts & estates, and gift tax matters. Tax Senior - Trusts & Estates page is loaded. Our Tax practice seeks an experienced professional that excels at client service, exhibits strong leadership capabilities, has a passion for our profession and is experienced in estate, trust and gift tax compliance and consulting matters to join our Trust & Estates group as a Tax Senior.
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