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Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing of fiduciary accountings for estates and trusts. As a Trust & Estate Tax Senior Manager, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders.
Full-timeExpandApply NowActive JobUpdated 3 days 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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Strong preference for additional Fiduciary/ERISA and/or Fidelity/Crime Claims experience as well. A Juris Doctor degree from an accredited law school or equivalent work experience. Strong preference for additional Fiduciary/ERISA and/or Fidelity/Crime Claims experience as well.
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Execute fiduciary duties in English and applicable language(s) Interpret language to clients for real estate sales. Execute fiduciary duties in English and applicable language(s) Applicable bilingual or multilingual language.
$85,000 - $125,000ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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As a Tax Manager, you will lead the tax compliance process for multiple clients in various industries, including fiduciary, estate, individual, and gift taxation. Lead the preparation of tax returns for corporations, individuals, partnerships, fiduciary, estates, and gift taxation.
$100,000 - $160,000 a yearFull-timeExpandUpdated 15 days ago - UpvoteDownvoteShare Job
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Role open to New York, Short Hills/Red Bank/Princeton, NJ, Alpharetta, GA. Identify opportunities for contribution, subrogation, and risk transfer to the claim. This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance.
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This position is an essential partner and works closely with the Assistant Dean of Finance as well as F&T to support the fiduciary and organizational compliance responsibilities of the ODoF organization.
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In addition to keeping abreast of regulatory, economic, and financial market trends, the Portfolio Manager will actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning.
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5+ years of experience involving Employment Practices Liability either inhouse or in private practice. On top of this, we offer a comprehensive and competitive benefits package which includes medical plans for employees and their families, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.
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Performs supervisory reviews of select activity as necessary through various supervisory applications, which could include Enterprise Account Opening (EAO), Online Trade Review (OTR), ML One Control Panel, ProofPoint, Risk Management Supervision (RMS), Client Management Center (CMC) and Supervision Dashboard, Fiduciary Dashboard, Registration Dashboard.
Full-timeExpandApply NowActive JobUpdated 9 days ago
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