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United States
Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

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Posted On Jul 27, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates family fiduciary health insurance Insurance LLC special projects trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates family fiduciary health insurance Insurance LLC special projects trusts

Opportunity: Join a passionate, motivated, and experienced team of trust and estate services professionals, committed to providing friendly, efficient, and responsive customer service to our clients and their advisors. At company, we embrace the core values of integrity, professionalism, diligence, and...

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Posted On Aug 27, 26
Full-time 24 views Experience : Min 5 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is tasked with managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. The primary responsibilities include: - Overseeing the administration and business development...

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Posted On Aug 31, 26
Full-time 12 views Experience : Min 8 yrs required
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services to business clients, focusing on pass-through entities such as S-corporations, LLCs, and partnerships, as well as the individual returns of...

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Posted On Aug 31, 26
Full-time 3 views Experience : 8-10 yrs required
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Title: Tax Senior Manager, Pass-through Entities Job Responsibilities: The Senior Tax Manager is tasked with providing tax and consulting services primarily for business clients with pass-through entities and their respective business owners. Key duties include: - Performing tax planning, preparation, and research...

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Posted On Sep 03, 26
Full-time 2 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: A typical day as a Wealth Transition Services Tax Manager includes: - Advising and consulting on the estate planning process from a tax perspective, focusing on...

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Posted On Aug 20, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

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Posted On Sep 10, 26
Contract, Part-time Experience : Min 7 yrs required
Job Tags:
family finance partnerships trusts
Job Tags:
family finance partnerships trusts

individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance... with tax laws and regulations. - Act as a technical resource and provide guidance to tax preparers on complex tax questions. - Interface frequently with client personnel to review and apply accounting and...

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