Fiduciary Tax Specialist for Trusts & Estates
$66.6k - $124.2kBMO U.S.
BMO U.S. is looking for a Fiduciary Tax Administrator in Chicago, IL to oversee trust and estate tax law. This role involves preparing trust income tax returns, managing workflows, and ensuring timely tax reporting. Candidates should have a strong accounting background, with at least 3 years of tax experience and advanced data skills. BMO offers a competitive salary between $66,600 and $124,200, plus health insurance and other benefits. #J-18808-Ljbffr BMO U.S.
- Bank of America, located in Chicago, IL, is seeking a highly skilled fiduciary/estate tax professional to provide technical tax expertise for Private Bank client teams. The role focuses on accurate tax reporting, applying tax knowledge to client needs, and resolving tax...Suggested
$130k - $160k
...intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and... ...organizations and individuals.Fiduciary AccountantThe Fiduciary... ...responsible for handling all aspects of trust and estate accounting including...SuggestedTemporary workWork experience placementWork at officeRemote work$66.6k - $124.2k
The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990, 5227, and 1099). The role requires understanding asset income taxability, strong written and...SuggestedPart timeLocal area$130k - $170k
...Job Description Job Description Job Description We are looking for a Tax Manager to work remotely to join our Gift, Estate, and Trust team. This role supports our work with high‑net‑worth individuals, families, and closely held businesses, providing advanced...SuggestedRemote work$170k - $260k
...Job Description Job Description Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust Location: Remote (U.S.-based) Compensation: Competitive salary ($170k–$260k+) Bonuses: Generous annual performance bonuses Benefits Include...SuggestedSummer workImmediate startRemote workFlexible hours- ...growing. We currently offer services in Tax, Audit, Accounting, and Business... ...certain areas of tax. Those areas include: fiduciary (gift, trust, & estate), non-profits, real estate (hud & low... ...more diverse book of business, or a specialist looking to focus only on what you...Summer workRemote workFlexible hours
- Withum in Chicago, IL seeks a Trust and Estate Tax Manager to lead tax engagements, supervise staff, and build client relationships. You will review returns, draft memoranda, and identify planning opportunities across individuals, trusts, partnerships, and corporations...Remote job
$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- CC Industries, a Chicago-based private company, seeks a Tax Manager to lead complex tax compliance across trusts, individuals, estates, and related filings. The role reviews work, provides guidance, and strengthens processes, while mentoring staff and coordinating with...
- Topel Forman in Chicago is seeking a Tax Manager to join the Gift, Estate, and Trust team. You will lead advanced tax planning, compliance, and advisory services for high-net-worth individuals and closely held businesses, working directly with clients and firm leaders....
$31 - $34.5 per hour
Tax Expert - TurboTax Store (Chicago) Category Tax & Bookkeeping Experts Location Available... ..., IL Evanston, IL Glenview, IL Hoffman Estates, IL Joliet, IL Naperville, IL Niles, IL... ...in new customers and serving as their trusted advisor, empowering customers to achieve...Seasonal workLocal areaWorldwide- Crowe is seeking a Tax Manager to deliver high-level tax consulting and compliance for complex estate, gift, and trust matters. In this role, you'll manage multiple projects and provide exceptional client service to ultra-high-net-worth clients. Required qualifications...Work at office
$80k - $130k
...by. Why This Role Is Different Most tax resolution roles put you in a grind -... ...are growing fast and need a Tax Resolution Specialist who can hit the ground running and make an... ...and confidence • Navigate CDP hearings, trust fund recovery matters, and collection due...Full timeImmediate startRemote work$175k - $227.5k
...Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation. Learn more at circle.com.... ...Audit, this individual will serve as a key leader in executing fiduciary audits.What you'll work on:Lead Circle National Trust’s...Work at officeFlexible hours$185k - $200k
...Professional certifications, such as Certified Fiduciary and Investment Risk Specialist (CFIRs), or any financial planning,... ...including brokerage, advisory and trust and fiduciary lines of business,... ...accidental death and dismemberment, tax-preferred savings accounts, and a 40...Full timePart timeShift workDay shift- ...simple: accounting is more than preparing tax returns and financial statements. We... ...organizations, business formation services, estate tax planning, tax resolution, and strategic... ...beyond tax season. Our professionals are trusted consultants who work alongside clients...Local area
$175k - $200k
...Tax Director | DB Tax & Accounting (DBTA) Who We Are At DB Tax & Accounting (DBTA), we’re not your traditional accounting... ...sophisticated, high-touch advisory services across: Trust, Corporate, Individual, Estate & Gift, Partnership, Private Foundation, Captive...Full timeFor contractorsWork at officeRemote work$120k - $160k
...advisory services firm of about 25 people looking for a talented Tax Manager to join their office in the greater Chicago, IL area.... ...performing tax review work for corporations, partnerships, and trusts. ~ Experience working with high net worth individuals (UHNW -...Full timeWork at office- ...preparing disbursements; obtaining authorization of payment. Provides accounting support services for administration of the charitable trusts and solicitations acts by auditing information submitted by charitable organizations and analyzing financial records. Maintains...Work at officeLocal area
$100.35k - $179.88k
...Are you a strategic and creative federal tax professional who likes solving complex... ...team, have access to an elite group of specialists when needed, and be connected to a... ...exempt-entity compliance/consulting for trusts, estates, and tax-exempt organizationsReview and...Work at office$80k - $110k
Senior Tax Accountant $80000 - $110000 per year | Oakbrook Terrace, IL | Hybrid | Permanent... .... Education, integrity, people, care and trust aren't just words we put on a wall, they... ...planning Prepare and review business, fiduciary, and individual tax returns Manage...Permanent employmentTemporary workCasual workLocal area- ...firm based in Oak Brook is seeking a Senior Tax Accountant to join its growing team. This... ...strong emphasis on education, integrity, trust, and career development, providing team... ...and review individual, business, and fiduciary tax returns. Work closely with clients to...Local area
$200k - $250k
...investment approach is long-term, tax-aware, and cost-conscious,... ...collateral advice related to tax, estate, and business planning.To... ...collegiality, discipline, and fiduciary responsibilityPotentially mentor... ...ability to build and maintain trusted client relationshipsPreferred...Full time$160k - $200k
...and private equity investments, and real estate. The enterprise also supports individual and... ...development, financial operations, tax, research and innovation, human resources,... ...and financial accounting activities across trusts, individuals, estates, and related filings...Term timeSeasonal workWork at officeShift work$82.4k - $155.7k
...and that’s why there’s nowhere like RSM.We are seeking a Tax Supervisor for our Real Estate Tax group. We serve a broad array of real estate owners,... ...companies, private equity firms, REITs (Real Estate Investment Trusts), and family offices. Our people work on key client...Full timeWork experience placementInternshipWork at officeLocal area$92k - $146.34k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...clients you serveYou can see yourself as a trusted business advisor, working face-to-face with... ...software and Microsoft Suite skillsReal estate industry experience preferredEligibility...Full timeWork at officeLocal areaWorldwide$113k - $153k
...defining opportunity. ResponsibilitiesResponsibilities: Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness.Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry...Temporary workLocal areaFlexible hours$95.4k - $180.4k
...that’s why there’s nowhere like RSM.Our Real Estate practice serves a range of clients including Real Estate Investment Trusts, Real Estate Private Equity Funds, real estate... ...buying their first building. We are seeking a Tax Manager for our Real Estate group. We serve a...Full timeWork experience placementInternshipLocal area$151k - $226k
...Wipfli offers a career-defining opportunity. As a Senior Tax Manager specializing in Real Estate, you will serve as a strategic advisor to clients,... ...engagements, ensuring accuracy and timeliness.Serve as a trusted advisor to clients, providing proactive guidance on tax...Temporary workLocal areaFlexible hours$124k - $335k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role... ...with clients and stakeholders to foster trust and collaboration- Coaching and mentoring...Full timeH1bLocal area
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