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
Tax Senior (Estate & Trust)
Kaufman Rossin is seeking a Senior-level tax professional with Exempt Organization and Estate and Trust taxation experience to join our dynamic team in Miami. Our team of professionals provides planning and tax compliance services to help our clients optimize and protect assets while responding to c...
Trusts & Estates Attorney - GA Admitted - Remote
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics dealing specifically with wills, trusts, estates and probate administration. Our client, a leading legal publisher, seeks a Georgia-admitted trusts & estates attorney fo...
Tax Manager- Hybrid Role
This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. Our tax team provides planning and tax compliance services for domestically and internationally based cli...
Wealth Management Solutions, Trust & Estates - Trust Officer VP
Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate). Partnering with Wealth Advisors...
Tax Senior - Trust & Estates
Research and consult on various estates, gift, fiduciary and income tax-related issues that impact clients - Review trust documents, Last Will and Testaments, Buy Sell agreements and other estate planning documents . Clients served in the Trusts and Estates group include high-net worth and their clo...
Tax Manager - State and Local Taxes
This individual will serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes - The individual will be responsible for reviewing or drafting memoranda and other tax correspondence as well as creating spreadsheets - The individua...
SALT Manager - Income & Franchise Tax
Deliver a full range of State and Local Tax services including tax return preparation and review, tax research, preparation of technical memorandums, drafting client correspondence, and counseling clients in defending against state audits. Exposure to State and Local Taxes including knowledge in Sta...
Trust Solutions Innovation & Technology- Senior Manager
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on ...
Tax Senior Manager - Real Estate Tax - (East Region City Locations)
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Tr...
Tax Manager - Credits & Incentives
Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings. The Global Investment & ...