A company is looking for an Estate and Trust Tax Manager to assist clients with estate, gift, and trust tax needs.Key ResponsibilitiesPrepare and review trust, estate, and gift tax returnsOversee estate planning, probate administration, and related documentationManage client communication and collaborate with cross-departmental teamsRequired QualificationsBachelor's Degree in Accounting, Finance, or related field6+ years of applicable experience in estate and trust taxationCPA, JD, or LLM certificationSpecific experience with tax preparation and review for estates and trustsStrong knowledge of Internal Revenue Code and tax processes
Trusts & Estates Paralegal – Los Angeles, CA
The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration including document preparation and review, legal research, and communication with clients. Preparation of federal and state individual and fiduciary income tax returns, gif...
Strategy & Operations Manager, Trust & Safety
Monitoring industry trends and developments in the area of trust and safety, and adapting the company's policies and procedures accordingly. Familiarity with industry trends and developments in the area of trust and safety, and the ability to adapt policies and procedures accordingly. The Strategy &...
Trust and Estate Senior Tax Associate
Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations a...
Trust & Estates Attorney
I'm seeking Trust & Estate Attorneys with a background in complex estate planning and wealth management. Experience working with individuals, businesses, trusts and charitable institutions. Personal estate planning, trust administration, business succession planning. This is a chance to join a f...
Tax Manager and Seniors - Remote - Home Based Flexible Hours
In addition to the preparation and review of tax returns, Senior Associates participate in the tax planning and consultation process for clients. Senior Associates regularly communicate with clients and managers, maintain strong written and oral presentation skills, conduct research on various clien...
Tech and Emerging Growth Tax Manager
Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Reviewing individual, trust, partnership and corporate tax returns prepares by tax staff an...
Specialized Tax Services - Research & Development - Manager
Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or...
Tax Manager, Unclaimed Property Tax; State and Local Tax (SALT)
Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. Demonstrable tax knowledge across a wide range of state and loca...
Trust & Estates Attorney
I'm seeking Trust & Estate Attorneys with a background in complex estate planning and wealth management. Experience working with individuals, businesses, trusts and charitable institutions. Personal estate planning, trust administration, business succession planning. This is a chance to join a f...
Trust & Estates Associate
Provide comprehensive legal advice and guidance on a broad array of trust and estate matters, including estate planning, probate, trust administration, and related tax issues. Due to continued growth, we have an immediate need for a Trusts & Estates Associate to join our Taxation, Trusts & Estates d...