- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Fiduciary Tax Senior Manager as part of the Fiduciary Tax Services unit of Wealth and Investment ... (CPA) designation or Enrolled Agent + Estate, gift and Generation Skipping Transfer Tax (GSTT) experience + Working knowledge of partnerships, QSST, ESBT and their… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …for all trust officers and specialists, and coordinate those programs with product manager and senior leadership.* Manage, oversee and monitor risk within the ... banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for driving sound fiduciary decision making and risk management strategies for the Investment Management &… more
- Plante Moran (Cleveland, OH)
- Tax Manager or Senior ...Partnerships, and Individual taxation is required + Experience with Fiduciary , Estate and Gift, and Not-For-Profit tax ... team to determine their optimal working environment each day. Community Tax Practice . The Community Tax Practice is a growing department in which the purpose is… more
- Deloitte (San Juan, PR)
- …to talk about a career with Deloitte's growing Private Wealth practice! What you'll do 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 … more
- Robert Half Finance & Accounting (Hockessin, DE)
- …Half has partnered with a growing financial services firm on their search for a Tax Manager . This role will consist of assisting with preparing complex tax ... financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager...* Develop and manage the company's interactions with primary fiduciary income tax return preparers while also… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of ...plus + Proficiency using CCH Axcess or ProSystems fx Tax , CCH Workpaper Manager , and BNA Income… more
- NBT Bank (Manchester, NH)
- …ability to identify, target and secure new customers. + Strong knowledge of fiduciary laws, tax considerations and regulatory requirements. + Completion of ... Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of...Investment Management accounts. Position will provide trust administration and fiduciary services for higher value clients. The advisor will… more
- Robert Half Finance & Accounting (Pismo Beach, CA)
- … consulting and planning services to our clients * Prepare various types of tax returns, including corporate, individual, partnership, and fiduciary * Develop a ... Description We are seeking a Tax Staff - Public to join our team...in all accounting functions * Work closely with a senior , supervisor, manager , or partner in managing… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager , Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- Ventura County (Ventura, CA)
- Revenue Officer I/II/ Senior Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/4883553) Apply Revenue Officer I/II/ Senior Salary $47,746.03 - ... County, CA Job Type Full-Time Regular Job Number 2185TTC-25AA (EO) Department Treasurer- Tax Collector Opening Date 03/27/2025 Closing Date Continuous + Description +… more