Estate & Trust Tax Specialist | Fiduciary Administration
AppleOne Employment Services
AppleOne Employment Services seeks an experienced estate/trust professional to manage cases from planning to final distribution. You will prepare federal and state fiduciary tax returns and handle accountings for estates and trusts. The role involves drafting wills and trusts, supporting probate, and coordinating with courts, beneficiaries, and financial institutions while ensuring compliance and timely filings. #J-18808-Ljbffr AppleOne Employment Services
- Responsibilities Manage estate/trust cases from planning through final distribution.... ...Prepare estate, inheritance, gift, and fiduciary income tax returns (Federal Form 1041, Federal... .../estate experience, preferably in administration, probate, or tax preparation. Proficiency...SuggestedWork at office
$91k - $145.6k
...Client Services (PCS) Trust Advisor II administers... ...accounts, including trusts, estates, personal retirement... ..., gifting, and tax matters. Achieves assigned... ...staff including administrative staff, as assigned; provides... ...~ Certified Trust and Fiduciary Advisor (CTFA)...SuggestedWork experience placementWork at officeLocal areaWork from homeFlexible hours$70k - $85k
A reputable law firm in Haddonfield is seeking an experienced Trust and Estate Paralegal to manage tax return filings and support estate planning. Candidates should possess a Bachelor's degree, paralegal certification is a plus, and a minimum of 3 years of related experience...Suggested- ...: Job Title: Trust Administrator Location: Philadelphia, Pennsylvania Company: The Philadelphia... ...; and supports the administration and fiduciary management within client relationships... ...and state law concerning trust and estates as well as industry standards and...SuggestedFull timeWork experience placementWork at officeMonday to Friday
- ...salary Opportunity for advancement Position Overview Experienced Tax Preparers - (3 to 5 years experience required) Join our team for... ...you need 3+ seasons of previous experience completing individual, trust, and/or partnership tax returns. Passion for providing...SuggestedHourly pay
- ...Tax Staff Accountant McKonly & Asbury is a growing regional accounting and consulting firm offering a culture built on work-life... ...income tax returns for corporations, partnerships, individuals, and trusts. Support tax planning, compliance, and research projects....
$88k - $132k
...-end process subject matter expert for Zuora, owning platform administration and providing daily system support for Billing, Collections, and... ..., and other high-stakes legal work where accuracy and trust are crucial. The world's largest law firms, corporations, and...Remote workHome office- ...tirelessly to streamline the often-disjointed communication process between the integral stakeholders in the medication ordering and administration life-cycle. We accomplish this by simplifying processes, educating and communicating frequently. Our comprehensive technology...Hourly payWork at officeMonday to Friday
- ...responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction...Contract workRemote work
$40k - $50k
...opportunities, and leadership development throughout the year. Team members are empowered to become confident lead generators and trusted resources for our customers. If you're looking for a workplace where your effort is recognized, your growth is supported, and your...For contractorsWork at officeLocal areaFlexible hoursNight shift$40k - $55k
...I became a State Farm Agent in 1983 at just 23 years old, and over the past four decades, I've built an agency focused on service, trust, and community. Today, I lead a dedicated team of five, including three bilingual team members who help us better serve our diverse...For contractorsWork at officeLocal areaFlexible hours$35k - $65k
Account Associate - State Farm Agent Team Member Successful State Farm Agent is seeking a qualified professional to join their winning team. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...For contractorsWork at office$55k - $65k
...Job Title: Accounting Specialist Job Overview: Contemporary Staffing Solutions... ...and compliance requirements Provide administrative and clerical accounting support such as... ...Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary...Contract workTemporary workWork at officeMonday to Friday$120k - $160k
...Full-time Description Tax Manager Location: Maple Shade... ...talented professionals are trusted to do meaningful work, build real... ...individuals, trusts, and estates . As Tax Manager, you'll play... ..., corporate, partnership, and fiduciary tax returns for technical accuracy...Full timeCasual workWork at office- Customer service will be the number one priority and focus of this position. The concierge will be tasked with addressing resident and family concerns as they occur, either at the bedside or via telephone, and will seek out resolutions involving other department directors...Immediate startShift work
- Jackson Hewitt Tax Service Inc. in New Jersey is seeking Experienced Tax Preparers to join our dynamic team. You will prepare individual, trust, and partnership tax returns, delivering exceptional client service in a fast-paced setting and collaborating with clients to...
$40k - $60k
Insurance Office of America is seeking an Account Associate - Commercial Lines to assist with administrative tasks and customer service. This remote position focuses on supporting account teams in ensuring compliance and service excellence. The ideal candidate needs 2+...Remote job- ...Account Associate for a Remote position focusing on Commercial Lines. This role involves supporting the account team with various administrative tasks, ensuring timely completion, and maintaining high service standards. The ideal candidate will have experience in the...Remote jobWork at office
$40k - $60k
Insurance Office of America is seeking an Account Associate - Commercial Lines to support the account team with administrative tasks and customer service. This remote position primarily focuses on general lines, construction, and hospitality. The ideal candidate has 2+...Remote job$120k - $180k
...Job Description Job Description Tax Manager Job Opening: Tax Manager Location: Philadelphia, PA (Hybrid) Salary: $12... ...candidate would have experience with high net worth individuals, trusts, estates, and family entities. Key Responsibilities Tax...Ongoing contractLocal areaFlexible hours$95.4k - $180.4k
...Family Office Advisory team serves as a trusted partner, supporting families with defining... ...office subject matter resources and technical specialists across key functional domains, including... ...human resources, investment operations, tax, technology, risk, and philanthropy. This...Temporary workWork experience placementInternshipWork at officeLocal area- ...for all sites. Email monthly copies of the individual's stipend envelopes, food non-food envelopes and distributes to the CHM Specialists to be included in the individual 'o records at the site. Informs Accounting Manager and Fiscal Director of fiscal problems regarding...Contract workWork at office
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the...Full timeH1b$88.9k - $128.4k
...processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and... ...and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that...Work experience placementWork at officeLocal area$50k - $90k
Account Manager Or Account Manager Associate Applied Medical is a new generation medical device company with a proven business model and commitment to innovation that has fueled our rapid business growth and expansion. Applied Medical has recently launched a new line...Live inLocal areaRelocation- ...responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction...Contract workRemote work
- ...package including: medical & dental, (9) nine paid holidays, paid time off, tuition reimbursement, retirement savings plan, voluntary tax sheltered annuity, transit benefit program, opportunities for advancement, and more. Horizon House is an Equal Opportunity...Full timeWork at office
- ...commitment to building the future of critical infrastructure. As a trusted turnkey solutions provider across telecom, power, water,... ...requirements for international entities. Coordinate external audits, tax filings, and work with external auditors, accountants, and...Local area
- ...The Accounting Associate / Accounts Payable Specialist is responsible for supporting daily accounting and accounts payable operations... ...financial systems. This position will work closely with Accounting, Administration, Fulfillment, and Operations teams to ensure timely...
$40k - $50k
Tax & Finance Clerk - Hainesport Township Seeking a full‑time detail‑oriented individual with strong administrative skills. Proficiency with Microsoft applications and computer systems is a plus. Must have the ability to maintain professionalism, confidentiality and be...Full time
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