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As 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.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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2-3+ or more years' fiduciary preparation experience, preferably with a certified public accounting firm. In this role, be responsible for the efficient accurate, complete, and timely preparation and review of estate, gift, and fiduciary tax returns.
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Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability. Advanced product knowledge within the Management Liability suite of products (D&O, Cyber, EPL, Crime, Fiduciary, and MPL.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform tailored towards independent agents. Ownership of the lifecycle of the submission including quoting, filing all relevant documents, binding, issuing and obtaining signed and executed applications.
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Job DescriptionAs a Senior Tax Accountant, you will prepare complex multi-state business, fiduciary, and individual tax returns while providing timely and high-quality services that exceed client expectations.
$38.46 - $43.26 an hourExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Assist clients in understanding and meeting their fiduciary responsibilities. Conduct annual ADP/ACP testing, top-heavy testing, and cross-testing for client 401(k) plans. Utilize ASC, Datair, Relius, or FT William software to perform compliance testing and generate reports.
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Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts. Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts.
$21.63 - $27.4 an hourFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Prepare complex multi-state business, fiduciary and individual tax returns. We are seeking a tax focused CPA with 2+ years of current public accounting and tax preparation experience. Prepare complex multi-state business, fiduciary and individual tax returns.
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We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom.
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Opens new consumer and business accounts, Fiduciary, IRA’s, CD’s, checking and loans. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.
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The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns.
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Preparation of business, fiduciary, non-profit and individual returns including multi-state filings. Our client, is a small CPA firm located near Washington Square, they offer a broad range of tax, accounting and consulting services to individuals and businesses.
$150,000 a yearFull-timeExpandUpdated 15 days ago - UpvoteDownvoteShare Job
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OnPoint Community Credit Union. Member Service Representative / Relationship Officer. Ben Shuey is the Northwest Credit Union Associations Digital Marketing and Analytics Specialist. In this role, he is in charge of managing the Associations website, helping in the creation of the weekly Anthem newsletter, creating relevant marketing and other member communications, and tracking and analyzing web analytics.
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