Estate & Trust Tax Specialist - Compliance & Research
MidFirst Bank
MidFirst Bank is seeking a Trust Tax Administrator to oversee the preparation and filing of tax documents for wealth management clients. You will coordinate with tax preparers and authorities, ensuring accuracy and timeliness of returns (1098, 1099 series, 5227, 5498, and 990PF). Responsibilities include reviewing documents, researching tax issues, and advising management on process improvements. CPA or JD preferred; CTFA desirable. #J-18808-Ljbffr MidFirst Bank
$70k - $150k
The Trust Tax Administrator works to ensure the complete, accurate and... ...and coordination of tax compliance for Wealth Management; and interaction... ...position also requires the research of specific account tax... ...related to the administration of estates, trust and investment...SuggestedFull timeWork experience placementWork at office- Senior Estate and Tax SpecialistThe Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard... ...through publications, working groups, and research initiatives, including collaborating on Vanguard...SuggestedFull time
$120k - $170k
Description The Trust Tax Manager will oversee the work of the Trust... ...oversight and coordination of tax compliance for Wealth Management; and... ...position also requires the research of specific account tax issues... ...to the administration of estates, trust and investment accounts...SuggestedWork experience placementWork at officeFlexible hours- Ryan LLC is seeking a Property Tax Consultant to assist multi-state clients with personal property tax compliance, using rigorous data analysis and teamwork. You will research, reconcile financial data, and prepare returns while coordinating with taxing authorities and...Suggested
- Ryan seeks a Property Tax Consultant in the Scottsdale area to assist clients and internal teams with personal property tax compliance. You will research issues, reconcile financials, and collaborate with tax authorities to ensure accurate calculations and filings. Responsibilities...Suggested
- ...International Tax Specialist Vanguard's International Tax Specialist works closely with other... ...that the organization remains in compliance with all federal tax obligations while... ...may arise during the audit process. Research and Analysis: Conduct in-depth research...Work at office
- ...Senior Tax Manager Growing CPA firm in Scottsdale, Arizona is looking to add a Senior Tax Manager focusing on Estate and Trust Tax to their staff. Job Responsibilities: Assist with... ...fiduciary income tax returns. Research and manage complex tax matters....
$135k - $180k
...Description Job Description Tax Manager, CPA Tax... ..., entrepreneurs, real estate investors, affluent... ...Manager, you'll serve as a trusted advisor while helping... ...include: Tax Planning & Compliance Business Advisory... ...Trust Tax Matters Tax Research & Consulting IRS &...Work at officeFlexible hours- APL Logistics is seeking a Specialist, Tax to support the North American and Latin American tax compliance efforts. The role offers involvement in various special projects and collaboration with global accounting teams. Responsibilities include preparing annual reports,...
$21.42 per hour
..., training, metrics for business units, research and correction of reconciliation discrepancies... ..., training, and/or experience. Compliance Solugenix will consider qualified applicants... ...and complex industries, we are a trusted partner for integrating advanced technologies...Contract workWork at officeRemote work- As our Tax, Compliance and Treasury Manager, you will lead the organization's tax strategy, statutory compliance, and treasury operations.... ...the organization audit-ready.Stakeholder relationships: Build trusted relationships with finance, legal, senior leaders, auditors,...Full timeWork at officeShift work
$21 - $26 per hour
...ultimate goal is to become the trusted authority and leading partner... ...of our customers reporting and tax filings through education and innovative, streamlined compliance solutions. We’re growing... ...Independently investigate, research, and resolve issues that may arise...Full timeRemote work$135k - $180k
...directly with business owners, real estate investors, healthcare... ...professionals, and serving as a trusted advisor to clients. The firm... ...complex accounting, reporting, compliance, and operational challenges... ...Business Advisory Services Tax Planning & Compliance Accounting...Work at officeFlexible hours- ...basic, transaction-driven tax prep and ready to... ...beyond "cookie-cutter" tax compliance, we specialize in high-... ...individuals, real estate investors, and professional... ...partnerships, advanced research, and creating permanent... ...entities, corporations, trusts, and high-net-worth...Permanent employmentTemporary workSeasonal work
$118k - $130k
...can count on to ensure the Foundation’s compliance with all regulations, keep our financial... ...private foundations or non-profits and related tax requirements is valued. Bonus if you have... ...& representation, mutual respect, and trust. Working Conditions Hybrid &...Full timeLocal areaRemote workShift work$70k
...combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.... ...support tax preparation, accounting, research, and client service activities... ...exposure to tax planning, tax compliance, and consulting engagements. This...Temporary workInternshipWork at office$75k - $100k
...Tax Professional OpportunityAre you a highly motivated and detail-oriented Tax Professional with or pursuing your CPA license? Our... ..., and individual clients to address their tax needs and ensure compliance with evolving tax laws.About the RolePrepare and review individual...Work at officeLocal area- As our Compliance and Treasury Manager, you will own the accounting, treasury, and compliance... ...across the jurisdictions where we operate.Tax filings and coordination: Manage direct... ...accurately.Stakeholder relationships: Build trusted relationships with finance, legal, senior...Full timeWork at officeShift work
$90k - $126.39k
...be a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. You will... .... You can see yourself as a trusted business advisor, working face-to... ...issues, and assist team leaders in researching and providing additional...Local area- Discovery Land Company is seeking a Tax Director to lead the global tax function within the finance... ...office. The role centers on tax planning, compliance, and coordination with co-sourced partners for a complex real estate and club operations portfolio. The ideal candidate...Work at office
- ...Ashford CPAs, PLLC in Scottsdale, Arizona, is seeking an experienced Tax Preparer to join our woman-owned firm. The ideal candidate has... .../state returns for individuals, S corp, C corp, partnerships, trusts, plus bookkeeping and advisory tasks. #J-18808-Ljbffr Neuwirth...Work at office
- ...Sr Tax Manager Sr Tax Manager opportunity with an amazing Boutique... ...tax, investment, estate, and insurance planningdesigned... ...income, and real estate tax. As a trusted advisor, you will also handle... ...with internal teams to ensure compliance with federal and state tax laws...Permanent employmentWork at office
- MidFirst Bank is seeking a Trust Tax Manager to lead the Trust Tax Group and oversee accurate preparation and filing of tax documents for... ...forms. The role requires strong knowledge of trust and estate tax issues, plus 5+ years in related roles. Post-graduate accounting...
$120k - $170k
Job Opening: Senior Tax ManagerLocation: Scottsdale or Chandler, AZ (Hybrid at both offices!) Salary: $120K-$170K base + bonusWe are... ...is designed for a "player-coach" who can oversee complex tax compliance, drive high-level tax planning initiatives, and mentor a professional...Flexible hours- Ledgent is seeking an Internal Auditor to support the SOX compliance program, internal controls over financial reporting, and related audit activities. The role partners with management, stakeholders, and external auditors to evaluate controls, identify risks, and drive...
$77k - $86k
...Reporting to the Sr. Manager, Property Tax, the Tax Analyst will be responsible for the coordination of property tax returns for the... ...subsidiaries. The Tax Analyst will also provide support with tax research and planning. The Tax Analyst will work with other members of...H1bWork at officeVisa sponsorship$80k - $100k
...driven and motivated professional to join the tax team in Scottsdale, AZ. Reporting to the... ...will provide income tax support for compliance, provision, and other tax reporting needs... ...sales/use, gross receipts, etc.Perform tax research and document tax positionsAssists with...Work at office- ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...at PandoLogic. Category:Finance, Keywords:Tax Specialist, Location:Scottsdale, AZ-85258Local area
- ...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...at PandoLogic. Category:Finance, Keywords:Tax Specialist, Location:Scottsdale, AZ-85258Local area
$80k - $100k
...assessment results and recommendations clearly, including the rationale behind decisions and potential risk implications. Serve as a trusted representative of the PURE brand in members’ homes, building credibility through thoughtful, knowledgeable engagement while...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate & Trust Tax Specialist - Compliance & Research. Be the first to apply!
- accountant tax preparer Scottsdale, AZ
- senior tax associate Scottsdale, AZ
- tax consultant Scottsdale, AZ
- tax advisor Scottsdale, AZ
- tax associate Scottsdale, AZ
- sales & use tax accountant Scottsdale, AZ
- income tax preparer Scottsdale, AZ
- tax preparers Scottsdale, AZ
- tax specialist Scottsdale, AZ
- tax accountant Scottsdale, AZ




