Fiduciary Tax Specialist Trusts & Estates (Hybrid)
Schulman Lobel
Schulman Lobel, a leading CPA and business management firm in Manhattan, seeks a Fiduciary Tax Accountant to join the team and deepen fiduciary tax expertise while working with trusts, estates and high-net-worth clients. The role focuses on preparing complex fiduciary returns, tax research, and collaboration with seasoned professionals in a sophisticated client base. Hybrid work is offered in our Manhattan office. #J-18808-Ljbffr Schulman Lobel
- Fiduciary Trust International, part of Franklin Templeton, seeks a Tax Specialist in NYC to join its high-net-worth tax services team. The role focuses on preparing federal... ...supporting related workpapers. This position offers hybrid work in New York, a discretionary bonus, 401(...SuggestedLocal area
- ...communities and the planet we all share.HSBC Private Banking’s Trust & Fiduciary Services team supports complex domestic and cross-... ...-worth clients. This role leads end-to-end fiduciary tax compliance across trusts, estates, charities and related vehicles—strengthening...Suggested
- ...Job Description Job Description Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid This is an opportunity for a seasoned Trust & Estate... ...in Taxation is a plus). * Deep knowledge of fiduciary, estate, gift, and generation-skipping transfer...SuggestedWork at office3 days per week
$100k - $150k
...investment and cash flow management, estate and tax planning and preparation,... ...in the taxation of gifts, trusts, estates, foundations,... ...individual returns. This is a hybrid position: 2 days in office /... ...with a boutique, client-first fiduciary philosophy, Focus helps...SuggestedWork at officeLocal areaImmediate startRemote work$120k - $140k
...Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals... ..., tax advisory, estate planning, and... ...advisors, estate planning specialists, and client service... ..., trust, and fiduciary income tax returns,...SuggestedFor contractorsWork at officeLocal areaFlexible hours$160k - $285k
...Job Description Job Description Estates & Tax Planning Associate Attorney § Practice Area : Estate & Tax Planning / Trusts Administration / Probate § Location : White... ...estates and trusts. ⨖ Counseling fiduciaries and beneficiaries on estate, gift, generation...Full timeLocal area- ...Job Description Job Description The Tax, Trusts & Estates Associate plays a vital role in advising clients on complex matters relating to tax planning, trusts, and estate administration. This position is available in multiple firm offices, including Delaware, Florida...
$100k - $150k
...investment and cash flow management, estate and tax planning and preparation,... ...in the taxation of gifts, trusts, estates, foundations,... ...individual returns. This is a hybrid position: 2 days in office /... ...a boutique, client-first fiduciary philosophy, Focus helps individuals...Work at officeLocal areaImmediate startRemote work- ...leading New York-based wealth management and tax advisory firm, seeks a Senior Tax... ...involves preparing and reviewing individual, trust, corporate, and employee benefit tax returns... ...advising clients on tax strategies. It offers a hybrid in-office/work-from-home option and...Work at officeWork from home
- ...deliver as one team, working together with integrity, respect, trust, transparency, and fun. We are better because we work here. We believe... ...can be done. We ask, is there a better way? WHAT WE OFFER: Hybrid work schedule - 3 days onsite (Tuesday, Wednesday, and Thursday)...Work at officeLocal area
$138.1k - $157.7k
...deeper insights on department behaviour and challenges. Serve as a trusted advisor, thought partner, and establish and maintain good... ...for employment authorization for this position. This role is hybrid meaning associates typically spend 3 days per week in-person at...Full timePart timeLocal areaShift work3 days per week- ...Senior Staff Auditor for Bank and Support Functions Audit. This hybrid role requires strong risk assessment, design and execution of... ...to enhance audit efficiency, communicate findings to management, and build trusted client relationships. #J-18808-Ljbffr Capital OneBank staff
$65k - $85k
...Gelfand, Rennert & Feldman is seeking a Tax Staff Accountant to join our team of... ...White Plains, NY or New York, NY on a hybrid basis. Gelfand, Rennert & Feldman is seeking... ...(S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns Review...Work experience placementWork at officeLocal area- A US-based accounting firm in New York seeks a Tax Senior specialized in international taxation. The role involves preparing complex... ...license. Strong communication skills and the ability to work in a hybrid environment are essential. The company offers comprehensive...
$138.1k - $157.7k
...Overview Audit Manager, Commercial Bank (Hybrid) Capital One’s Audit function is a dedicated group of professionals focused on delivering... ...influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit’s value...Full timePart timeLocal area3 days per week- ...years of payroll processing experience and a solid understanding of tax regulations. You will oversee quarterly tax filings and resolve discrepancies while ensuring compliance across systems. This hybrid role requires at least 3 days a week in the office. Competitive...Work at office3 days per week
$80k - $160k
...Overview: A leading law firm is seeking a Trust and Estates Administration Paralegal with a... ...preparing federal and state estate tax returns and fiduciary accountings Comfortable... ...High Net Worth - Remote Business Tax Specialist - Work From Home Hauppauge, NY $90,...Full timeRemote workWork from homeFlexible hours$65k - $85k
Gelfand, Rennert & Feldman seeks a Tax Staff Accountant to join our team. The role handles tax returns, projections, and research, supporting... ...servicing clients from White Plains, NY or New York, NY on a hybrid basis. Candidates should have 2-3 years of experience with...- Aldrich is seeking a Trusts and Estates Tax Manager to join its growing tax team. This full-time position can be based in local offices or fully remote in several states. The role includes reviewing complex tax returns, providing technical assistance, and consulting on...Remote jobFull timeLocal area
- A Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts. Summary: You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This position...Full time
- EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for diverse clients. You will apply extensive tax knowledge... ...The position offers a comprehensive benefits package, including a hybrid work model and a flexible vacation policy. #J-18808-Ljbffr EYFlexible hours
$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are... ...implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax Structuring trust instruments to...Immediate startRemote workRelocation$100k - $150k
...Tax ManagerBased in New York, NY, Joel Isaacson & Co. serves successful... ...and cash flow management, estate and tax planning and... ...specializes in the taxation of gifts, trusts, estates, foundations, closely... ...individual returns.This is a hybrid position: 2 days in office / 3...Work at officeImmediate startRemote work- ...About the job Tax Manager About us: At Wright Staffing Source, we focus... ...will work predominately with our trust and estate clients, as well as high net worth individuals... ...Review complex gift, estate and fiduciary income tax returns; Review fiduciary...Immediate start
$150k - $200k
...Tax ManagerNew York, NY, USA; Norwalk, CTVerition Fund Management LLC ("Verition")... ...the firm's principals and their related trusts, estates, and personal investment entities. Working... ...Individual taxEstate, gift and GST taxTrust and fiduciary taxInvestment partnership and S-corp...Work experience placementWork at officeLocal area$80k - $100k
...principle of delivering out-of-the-box, trusted, expert guidance. Great clients is one aspect... ...factoring. Experience within real estate and manufacturing industries. Working knowledge... ...We also offer flexible hours & remote or hybrid options to accommodate a work-life...Work at officeRemote workFlexible hours$123.36k
...full‑time position of Senior Accountant, Tax and Pension Benefit in the Administration... ...National office in New York, NY . This is a hybrid role that requires in‑office attendance two... ...control issues that exist Review monthly trust statements for both the pension and the...Full timeWork experience placementWork at officeLocal area2 days per week$100k - $120k
...minimal supervision while serving as a trusted advisor to management on risk... ...Financial Advisor (CTFA) Certified Fiduciary & Investment Risk Specialist (CFIRS) Our job titles may span... ...sponsor applicants for work visas. Hybrid Work Model Effective February 1...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$67.6k - $152.61k
...professional niches, and provide our clients with trusted partnership and advice to advance the... ...and PowerPoint Location This is a hybrid position for candidates with under five years... ...Flexible Spending Accounts (FSA) - Pre‑tax savings for dependent care,...Remote jobFull timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours- Neara, a rapidly growing fintech, seeks a Financial Controller in a hybrid New York City role. You will design, build, and own the accounting function, reporting to the CFO, and drive GAAP reporting across multiple entities and jurisdictions. You’ll lead the move from...
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