Tax Senior - Estate & Trust Tax
Career Development Partners
TAX SENIORWell established, highly profitable regional CPA firm seeks a Tax Senior to specialize in estate and trust tax. Hybrid work environment. Candidates must have estate and trust tax experience. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Senior is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. Responsibilities:Performs technical tax compliance and review and approval of all tax returns and governmental tax examinations of any complexity.Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.Performs all task related to client service and sees that assignments are accomplished within budgeted time.Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.Supervises tax staff and provides on-the-job training.Supervisory Responsibilities:Responsible for the development, coaching and training of Semi-seniors and Staff accountants.Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.Participates in reviews and evaluations of the Tax Department.Qualifications:At least 2-5 years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Must have some estate and trust tax experience.Minimum one (1) year experience supervising and directing work of tax preparers.Bachelor’s degree in accounting required, Master’s degree in taxation preferred.A current and valid certified public accountant’s license is preferred.
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- Whiteman Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates, emphasizing income, estate, gift, and generation-skipping tax matters. The successful candidate will have experience in estate planning and estate and...Tax
- Whiteman Osterman & Hanna LLP in Albany, NY seeks a Trusts and Estates Associate with 1-4 years of experience focusing on income, estate, gift, and generation-skipping tax matters. The successful candidate will handle estate planning and trust administration and contribute...TaxFull time
$28.85 - $43.27 per hour
...$28.85-$43.27/hour Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking... ...will have prior demonstrated experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field...TaxWork at office- ...law firm that has been successful for more than 165 years?The Trusts & Estates Team at Harris Beach Murtha is in search of a Paralegal with a... ...preparing Surrogate's Court filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and related New York forms...TaxWork at officeRemote workFlexible hours
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating deep...SeniorTaxSeasonal workFlexible hours- Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients Serves as an additional point of contact to clients and/or as backup for the Trust Officers Identifies new business opportunities for expanded penetration...SeniorWork at office
$115k - $132.5k
...salary Role Details: Whiteman Osterman & Hanna LLP seeks a Trusts and Estates Associate with 1-4 years of experience in trusts and estates... ...on income, estate, gift, and generation-skipping transfer tax matters. The successful candidate will have experience in estate...TaxFull timeWork at office$33.34 - $43.59 per hour
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$132.7k - $303.2k
...and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...industry in which financial institutions are trusted and flourish, and the global economy is healthy... ...of professionals providing dedicated tax technical services to both US and global...SeniorTaxWork experience placementSummer holidayFlexible hours- BCG Attorney Search in New York seeks an Estate and Tax Planning Attorney with five to seven years of experience in high net worth estate and tax planning. The role supports trusts including Intentionally Defective Trusts and Charitable Trusts, with locations in Latham,...SeniorTax
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Harris Beach Murtha is seeking a Paralegal for their Trusts & Estates Team in Albany and Rochester, NY. This hybrid remote opportunity requires a motivated self-starter with at least 1 year of paralegal experience. Responsibilities include preparing probate documents,...Hourly payWork at officeRemote work- BCG Attorney Search in Albany, NY seeks an experienced associate attorney to handle Medicaid matters, trust and estate administration, and guardianship proceedings. The ideal candidate will have at least three years of experience and be admitted to practice in New York...
- ...several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk... ...to service the firm’s most strategic clients. Our trusted Advisor teams have worked with sophisticated ultra-high...TaxFull timeTemporary workPart timeWork at office
- Technology Strategy | Enterprise Architecture Senior ManagerFS / Insurance IndustryWe Are: We... ...Architecture practice serves as trusted advisors to business and technology leaders... ..., and accelerate harmonization of the IT estate. We help our clients articulate a compelling...SeniorFull timeLive inWork at officeLocal area
- CBRE Group, Inc. seeks a VAS Senior Associate to prepare market value appraisals with minimal oversight. You will enter data, photograph... .... This role emphasizes accuracy, initiative, and teamwork in a dynamic real estate market. #J-18808-Ljbffr CBRE Group, Inc.Senior
$75k - $110k
...Join to apply for the Senior Tax Associate role at Wojeski & Company CPAs, P.C. 4 weeks ago Be among the first 25 applicants Join... ...preparation and compliance of corporate, partnership, individual, estate and trust tax filing, but also gain exposure to a broad range of other...SeniorTaxFull timeTraineeshipSummer workWork at officeLocal areaWork from homeFlexible hours- ...Job Overview A law firm seeks an Estate and Tax Planning Attorney with five to seven years of experience in high net worth estate and tax... ...locations. The ideal candidate will have experience with various trusts, including Intentionally Defective Trusts and Charitable...TaxWork at officeRelocation package
$125k - $180k
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...highly experienced and detail-oriented Senior Title Agent to join our team and to... ...a deep understanding of New York real estate laws and the ability to evaluate complex... ..., surveys, deeds, easements, deeds of trust, mechanics liens, tax liens, judgments, assessments, probates...SeniorTaxFull timeTemporary workPart timeLocal areaRelocation$90k - $130k
...Senior Associate to Manager, Accounting, Reporting & Technology Anywhere Type: Permanent... ...into new project teams while building trusted client relationships How We're... ...Employer HSA contribution), dental, vision, pre-tax accounts, other voluntary benefits, basic...SeniorTaxPermanent employmentRemote work$124k - $280k
...technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of... ...Microsoft Dynamics ERP solutions. As a Senior Manager, you guide large projects,... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will...SeniorTaxH1b$79.1k - $158.2k
...completion of custom projects within area of focus. Develop and leverage trusted advisor relationships to bring business opportunities. Drive... ...care and dependent care Flexible Spending Accounts # Pre-tax commuter and parking benefits #401(k) Savings and Investment Plan...SeniorTaxTemporary workFlexible hours
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