Fiduciary Tax Accountant - Trust Returns & Tax Strategy
Jobtailor
Jobtailor in Missouri is seeking a fiduciary tax professional to prepare and review fiduciary returns and related tax documents with accuracy. You will collaborate with Investment Advisors and trust teams to ensure compliant tax outcomes and support new business development in a dynamic environment. The role requires a degree in accounting or finance, with CPA/EA/MBA progress preferred and proficiency in Microsoft Office. Knowledge of fiduciary accounting and tax is essential. #J-18808-Ljbffr Jobtailor
- Prepare timely and accurate fiduciary tax returns, including Forms 1099, 1041, and 5227 Prepare ancillary charitable... ...for income tax return preparation Review trust documents and ensure accurate taxation of assigned accounts Monitor and analyze transactions for tax consequences...SuggestedInternshipWork at officeLocal area
$93k - $109k
## Senior Tax Accountant - Commerce TrustApplylocations: MO - Kansas City... ...than a century, Commerce Trust has been a leading provider... ...filing and administration of tax returns. This position will build... ...partnership, gift, estate and fiduciary returns* Serve as a local...SuggestedWork experience placementLocal areaShift work$93k - $109k
Mercantil Commerce Bank is seeking a Senior Tax Accountant in Kansas City, MO. This role involves preparing and filing various tax returns accurately and timely while building relationships with clients. Candidates should have at least 5 years of experience in tax preparation...Suggested$95k - $120k
...Description Job Description Senior Tax Accountant CPA or EA Highly Preferred... ...partnership, S corporation, C corporation, fiduciary, and other tax returns. Communicate directly with... ...expectations. Our team members are trusted to exercise professional judgment,...SuggestedFull timeLocal areaRemote work- ...to bring on an experienced Tax Accountant. This role will work directly... ...individuals to prepare tax returns, provide tax planning support... ...corporate, partnership, and trust tax returns Assist with small... ...assist with tax planning strategies Communicate with clients regarding...SuggestedLocal area
$65k - $75k
Mid to Senior Level Tax Accountant | Kansas City Area | Hybrid A well established... ...firm processes thousands of returns annually for small to midsize... ...year round tax planning and strategy for clients and businesses... ...partnership, individual, or trust and estate taxation...Work at officeLocal area- About the RoleAs a Tax Associate at H&R Block, you... ...clear advice, and building trust. This role is in-person... ...technology to prepare returns while you focus on... ...QualificationsBachelor's degree in accounting, finance, or a related... ...through our Block Next strategy, blending human...ApprenticeshipWork at officeWeekend workAfternoon shift
- About the RoleAs a Tax Advisor at H&R Block, you’ll... ...’s situation, ensure return accuracy, and provide practical... ...guidance that builds trust and creates value. This... ...in tax preparation, accounting, finance, or... ...through our Block Next strategy, blending human expertise...Hourly paySeasonal work
$119k - $163k
A reputable financial institution in Kansas City is seeking a Trust Counsel responsible for overseeing legal and regulatory compliance... ...with teams to mitigate risks, and providing counsel on fiduciary duties. This role offers a competitive annual salary range of $...$77k - $214k
...ManagementSpecialismIndustry Tax PracticeManagement... ..., compliance, and strategy. These individuals help... ..., prepare and file tax returns, and assist businesses... ...- Bachelor's Degree in Accounting- 2 years of experience-... ...establish a secure and trusted workplace for all.Applications...Full timeSecond jobH1b- ...Tax Senior – Public Accounting | Hybrid | Growth-Focused CPA Firm Are you ready to take the next step... ...individual, corporate, partnership, and trust tax returns Conduct research on complex tax... ...implement effective tax planning strategies Build trusted relationships with clients...Work at officeLocal areaRemote work
$77k - $214k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...tax planning, compliance, and strategy. These individuals help businesses... ...data, prepare and file tax returns, and assist businesses in meeting... ...to establish a secure and trusted workplace for all.Applications...Full timeH1b- Description OMiga is an outsourced accounting and advisory firm working... ...are seeking an experienced tax and accounting professional with... ...your client to establish a trusted relationship We provide full-... ...financial statements and tax returns, and addressing questions/...Remote work
$110k
...Senior Tax Advisor - Dental Practice Specialty... ...understand and act on strategy. The Role As a... ...around simply managing tax return production. The preparation... ...Serve as the trusted tax advisor for a portfolio... ...~5+ years of public accounting tax experience. ~ Strong...Full timeRemote workFlexible hours- ...Senior Tax Accountant Are you ready for a different kind of accounting firm? Are you an accountant looking for... ...do. As a Senior Tax Accountant, you'll serve as a trusted tax resource for our clients-preparing returns, helping clients maintain compliance with taxing agencies...Local areaRemote workFlexible hours
$80k - $100k
...Partners is seeking a Senior Tax Associate to join our... ...and reviewing tax returns, supporting tax... ...certain individual and fiduciary returns Ensuring compliance... ...degree in Finance or Accounting with 3+ years’ relevant... ...-backed investment strategies to create custom-built...Permanent employmentSeasonal workWork at officeLocal area$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on... ...planning, compliance, and strategy. These individuals help... ...credits, and composite returns, as well as leading and... ...'s Degree in Finance, Accounting- 6 years of experience-... ...establish a secure and trusted workplace for all....Full timeH1bRemote work$65k - $88k
...potential. PCG is seeking a Tax Accountant for its' corporate operations based in... ...You will be responsible for filing tax returns, analyzing the taxability of... ...meet the department's vision of being a trusted business partner - providing reliable guidance...For contractorsLocal areaFlexible hours$140k - $193k
...of Private Client Strategy is responsible for... ...investment management, trust and estate... ...culture of excellence, accountability, and client-... ...financial planning, and fiduciary services.Executive... ...package in return for your time, talents... ...advantage of pre-tax health savings accounts...Full timeTemporary workLocal areaFlexible hours- ...national law firm is seeking a Trusts & Estates (T&E) Associate to... ..., business owners, and fiduciaries on sophisticated estate planning... ...estate planning, wealth transfer, tax planning, trust... ...develop practical, customized strategies for wealth preservation, succession...
- ...corporate boutique is seeking a Trusts and Estates associate to join... ...trusts for various purposes Strategies for minimizing Gift, Estate,... ...Generation-Skipping Transfer Taxes Administering probate estates... ...Gift and Estate Tax returns Creating and implementing business...
- About the Role As a Tax Advisor at H&R Block, you’... ...client’s situation, ensure return accuracy, and provide... ...guidance that builds trust and creates value. This... ...experience in tax preparation, accounting, finance, or... ...through our Block Next strategy, blending human expertise...Hourly paySeasonal work
- ..., Welch, Browne, PC, is not just an accounting firm. We are a prestigious full-service... ...City area that provides services in tax, auditing, litigation support, fraud... ...Review individual, partnership, trust, and corporation tax returns Prepare complex tax returns Manage...Full timeWork at office
$65k - $85k
Hybrid | Full-Time | Tax Compliance + Strategic Planning Direct... ...City office is a boutique public accounting firm specializing in high-... ...individual and business income tax returns while developing the technical... ...S corporation, C corporation, trust, and other tax returns Gather...Full timeTemporary workInternshipWork at officeRemote work- ...apply for the Block Advisor Tax Advisor - Remote role at... ...committed to a long-term strategy and transformation plan... ...Experience completing complex tax returns 5+ years of experience in accounting, finance, bookkeeping or... ...Connected Culture where trust, care, and connections...Remote jobFull timeFlexible hours
$110k - $130k
...Description Summary The Tax Manager is... ...individuals, families, trusts, estates, and... ...engagements, reviews returns, and delivers... ...incorporate income tax, fiduciary tax, gift tax,... ...experience; public accounting, family office, or... ...backed investment strategies to create custom-built...Permanent employmentSeasonal workWork at officeLocal area$119k - $163k
A financial services firm in Kansas City is seeking a Trust Counsel to provide legal and regulatory advice regarding trust administration... ...of legal experience, and strong expertise in estate planning and tax laws. The candidate will evaluate estate plan documents, draft...- ...inquiries and assisting with account-related requests.... ..., external partners, and tax preparers. Works closely with Trust Administrators and Officers... ...2 years of demonstrated fiduciary administration or client... ...administration, estate planning strategies, and income, gift, and...
- ...Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus... ...succession planning, and personal trust planning. The Sr Associate... ...Reviewing and summarizing income tax returns and estate planning documents,... ..., estate administration, fiduciary income tax, estate tax, and/or...
- ...Thornton is seeking a Corporate Tax Senior Associate to join our... ...compliance, and ASC 740 income tax accounting (either tax provision... ...role as needed Reviewing tax returns prepared by staff and making recommendations... ...more personal and building trust into every result - for our...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
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