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Thorough knowledge of the following funding sources/programs desired: LIHTC, HOME, Section 8, Risk Share, Tax Exempt Bonds, and Illinois Affordable Housing Trust Fund. Certifications: Certified Occupancy Specialist (COS), Tax Credit Specialist (TCS), Blended Occupancy Specialist (BOS), HOME Compliance Specialist (HCS), Management and Occupancy Review Specialist (MOR), Housing Credit Certified Professional (HCCP) preferred.
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The Tax Manager is under the general supervision of the Treasurer and is responsible for all aspects of trust tax reporting, Institute taxes (other than 990) and sales taxes. Preferred Requirements Tax accountant, CPA, EA or CIA preferredERP system experienceInternal audit experience Work Environment/ConditionsMoody Bible Institute is a Christian-based Higher Education and Media Ministry.
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VP and Trust Officer (Guardianship/ Estates)Why join us? Minimum of 5 years of estate or trust administration experience. Represent the company as Trustee with irrevocable and revocable trusts from reviewing documents, accepting a fiduciary role, collecting cost and tax information through investment process and final distribution.
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Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs.
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Advise on recordkeeping, trust/custody and administrative support services and investment products offered to employee benefit plans and participants, including analysis of ERISA, tax and regulatory compliance issues.
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Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc. Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses.
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Our client is seeking a Tax Partner with a focus in High Net Worth, an entrepreneurial spirit, and commitment to client service to join our team. Additionally, the HNW practice provides expertise in trust and estate planning, along with tailored consulting services designed specifically for high-net-worth clients.
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Trust administration, filing, tax returns, estate admin is heavy. Beacon Hill Legal is seeking a Trust & Estates Legal Assistant to join a midsized firm that is nationally recognized.
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Candidates will prepare business, individual, and trust income tax returns, research and analyze complex tax issues, assist with complex merger and acquisition transactions, and respond to routine tax notices.
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Our Tax practice seeks an experienced and accomplished Tax professional with strong technical skills, strong leadership capabilities, and experienced in supporting clients with estate, trust, and gift tax compliance and consulting matters, to join our Trust and Estates Tax team as a Tax Senior.
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Brands like Marriott, Topgolf, and AEG Worldwide trust Sertifi to efficiently and securely sign documents, exchange card authorizations, and complete payments with their customers. Additionally, we offer great benefits such as: Competitive salary, Unlimited PTO, medical/dental/vision insurance, short-term and long-term disability insurance, 401k with company match, paid parental leave, life insurance, pre-tax Transit Benefit Program.
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The Valuation for Financial & Tax Reporting (VFR) in connection with the Trusts & Estates practices are specialty groups within C&W's Valuation & Advisory organization. Advanced understanding of valuation concepts relating to business, intangible asset valuation, tax reporting, mergers and acquisitions.
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Exhibits clear knowledge of governing documents and account agreements, depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
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Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
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The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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tax trust jobs in Chicago, IL
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