Senior Fiduciary Tax Specialist
NACBA
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 issues arising from fiduciary and estate transactions. The candidate will review complex fiduciary income tax returns and estate tax forms, ensure compliance with federal/state tax laws, and serve as a tax resource within the #J-18808-Ljbffr NACBA
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Fiduciary Tax Specialist in Chicago, IL vacancy
- Bank of America in Chicago, IL seeks a senior fiduciary tax specialist to provide advanced estate and transfer tax expertise to Private Bank client teams, ensuring accurate reporting and compliance with federal and state laws. The role focuses on complex estate administration...Senior
- At Bank of America in Chicago, you will provide crucial technical fiduciary tax expertise to Private Bank client teams. This involves delivering timely tax reporting, understanding client needs, and maintaining compliance with all fiduciary tax reporting requirements. Your...Suggested
- ...entrepreneurial Financial Advisor to expand a local practice within a true fiduciary family office model. This W2 role focuses on growing client... ...engine, and delivering integrated retirement, investment, tax, and estate planning solutions. #J-18808-Ljbffr Trajan Wealth LLCSeniorWork at officeLocal area
- ...and closely held businesses, offering everything from audit and tax to a full slate of consulting services that support a business through... ...to drive proactive tax planning Prepare and review business, fiduciary, and individual tax returns Manage income tax correspondence...SeniorTemporary workCasual workLocal area
Jobot
Chicago, IL5 days ago - ...Search is partnering with an established public accounting firm to add a Senior Tax Accountant to its growing team in Oak Brook, IL. The role offers variety across individual, business and fiduciary tax work with direct client interaction and mentorship opportunities....Senior
- BDO USA, LLP is seeking a Tax Senior in Core Tax Services to apply tax knowledge, gather client information for filing, and participate in planning. You may supervise Core Tax Services Associates and ensure accurate tax returns for review. Responsibilities include tax...Senior
- BDO USA, LLP in Chicago, IL seeks a Tax Experienced Senior within Core Tax Services to apply tax research and planning, prepare accrual workpapers... ...laws and firm policies. The role involves supervising tax specialists, leveraging tax software, and delivering timely reviews...Senior
- BDO USA, LLP in Chicago seeks a Tax Senior in Core Tax Services to apply foundational tax knowledge, gather client data, and prepare returns for review. You may supervise Core Tax Services Associates and contribute to planning and risk communication. The role emphasizes...Senior
$87.5k - $133k
...opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing technical fiduciary and/or estate tax expertise to Private Bank client teams, focused on differentiating client service and expanding client relationships. Key...Work at officeFlexible hoursShift workDay shift$100k - $110k
...accounting firm with a team that cares about their people is hiring a Senior Tax Accountant with Estate and Trust expertise to join their tax... ...public accounting experience Experience preparing Form 1041 Fiduciary Income tax returns Experience preparing Form 709 Gift Tax...SeniorFull timeLocal area- Mowery & Schoenfeld LLC is seeking a Tax Senior Associate for our business tax team. You will prepare entity returns, communicate with clients and leadership, and participate in the full taxation process while mentoring junior staff. The ideal candidate has 3+ years of...SeniorRemote job
- ...Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth... ...on complex estate, gift, generation-skipping transfer, and fiduciary income tax matters. Illinois license is required. #J-18808-Ljbffr...SeniorPrivate practice
- Hightower is seeking a Senior Trust Officer in Chicago to administer trust accounts and cultivate relationships with clients and advisors. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels through research and timely responses...Senior
$175k - $227.5k
...stakeholder.What you’ll be responsible for:Circle is seeking a seasoned Senior Manager of Internal Audit to lead the strategic development and... ...Audit, this individual will serve as a key leader in executing fiduciary audits.What you'll work on:Lead Circle National Trust’s...SeniorWork at officeFlexible hours- ...Job Description Job Description Senior Director of Fiduciary Administration If you're the person everyone calls when the answer starts with, "Well, it depends…," and you believe fiduciary risk is best managed before it becomes a headline, we should talk. Our...Senior
MRINetwork Jobs
Chicago, IL13 days ago $90k - $110k
...lead on specific client accountsTake responsibility for pre-engagement planning, execution, and final deliverablesWriting memos and tax alertsAssist with internal and external presentationsDevelop detailed engagement work plansIllustrate budgets and schedulesActively participate...Senior$120k - $150k
...registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-based audit plan... ...such as Chartered Financial Analyst (CFA), Certified Fiduciary and Investment Risk Specialist (CFIRS), or relevant securities licenses is an asset.You...SeniorFull timeRemote workShift work2 days per week$120k - $135k
...Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f).Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments.Prepare and review Schedule K-...SeniorTemporary work$120k - $125k
...dreamed of.Job Description:Successful candidates will be proactive, detail-oriented, collaborative, and capable of clearly communicating tax concepts. They should demonstrate strong analytical abilities, meticulous attention to detail, and the ability to effectively manage...SeniorLocal area$130k
...the process and communication with property managers and joint venture partners to obtain all necessary information and ensure proper tax reporting.Assist in assessing and maintaining tax compliance requirements of fund structure, including schedule of returns, estimates...Senior$260k - $420k
...Email: ****@*****.***: McKenzie’s Tax Practice is a leader within our Firm and one of the most highly... ...planning. The Chicago or New York office of Baker McKenzie seeks a Mid/Senior-Level Tax Associate for its State and Local Tax sub-practice...SeniorPart timeWork at officeLocal areaWorldwide$80k - $120k
Opportunity ID 9483/*generated inline style */ Department Tax /*generated inline style */ Location(s) Chicago /*generated inline... ...Nexia.We currently have an exciting career opportunity for a Tax Senior to join the CRE team in our Chicago Tax practice.CohnReznick is...SeniorLocal areaFlexible hours3 days per week$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description & SummaryAt... ...through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and...SeniorFull timeSecond jobH1b$77k - $214k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...successful and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers, helping...SeniorFull timeH1b$77k - $214k
...LevelSenior AssociateJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...digitization, automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and...SeniorFull timeH1b- Swoon in Chicago seeks a Senior Audit Manager for its Private Wealth Audit team. You will lead risk-based internal audits across the... ...deliverables. The role requires translating wealth management and fiduciary risk into actionable recommendations and mentoring audit staff....Senior
$101.2k - $112.2k
As the Corporate Tax Senior Associate, you’ll be a member of our Corporate Tax Solutions Family and work on business income tax planning... ...you excel. You’ll collaborate with other team members and specialists in our tax practice, including our Washington National Tax Office...SeniorInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Circle, a leading internet financial platform, seeks a Senior Manager of Internal Audit in Chicago to lead the internal audit program... ...for Circle National Trust and related entities. You will guide fiduciary audits, test control effectiveness, and present regulatory insights...Senior
- Senior AccountantWeaver Consultants Group seeks an accounting professional with at least five years of experience who is looking for... ...of professional independence and a clear understanding of the fiduciary responsibilities associated with an accounting role.Ability to...SeniorWork at officeRemote workShift work
$111.32k - $141.93k
As the International Tax Senior Associate, a national business line role, you’ll be responsible for the review and delivery of U.S. international tax services for clients across various industries and market segments. You’ll collaborate closely with managers, associates...SeniorInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Fiduciary Tax Specialist. Be the first to apply!
Related searches
- tax specialist Chicago, IL
- tax preparers Chicago, IL
- tax associate attorney Chicago, IL
- seasonal tax preparer Chicago, IL
- corporate tax accountant Chicago, IL
- entry level tax associate Chicago, IL
- international tax consultant Chicago, IL
- accountant tax preparer Chicago, IL
- tax associate Chicago, IL
- tax advisor Chicago, IL