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Senior Tax Manager/Director/Partner - Trusts & Estates
$150K to $250K plus bonus ?
Senior Tax Manager, Director or Partner specializing in Trusts and Estates expertise sought ..
United States-California-City of Industry
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the ..
Wealth Management Trust Operations Project Analyst','033823','!*!What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here ..
... complex highly critical transactions in Trust and Investment Management Operations involving ... of clients’ accounts. ESSENTIAL FUNCTIONS: Trust Securities Specialist 90% Process income ... trades for settlement on the..
Essential functions - Annual Client Data Collection and Database Updates - Contribution Calculation - Routine Compliance Testing - Trust Accounting - Form 5500 Preparation and Filing - Annual .....
Experience with Trust Accounting Software is a Plus. Must possess the ability to prioritize and multitask in a fast paced environment, and be deadline and detail-oriented. Candidates must possess .....
We are a full service accounting firm that specializes in Trust, Estate and High Net Worth Tax. If this sounds like something you would like to be part of, please read ..
Pasadena law firm seeks legal secretary or paralegal with a minimum of 2+ years experience in probate and trust accounting. Ideal candidate must possess the following qualifications: * Must be able ..
... Estate & Trust Planning Responsibilities: * Foremost role is to upkeep the office functions ... Obtain primary financial data for accounting records * Compute and record numerical data * Check ..
Develop working knowledge of the SunGard trust accounting system, as well as the PDS (Petro Data Systems) and related tools to supervise unique asset management. * Mineral, Oil & Gas Rights ..
The company operates within the financial sector. * 30% Coordinate all fiduciary aspects of trust account administration (including, but not limited to securities, real estate, general accounting .....
... trust accounting, financial analysis, litigation support, forensic accounting, audit, and tax preparation for individuals, corporations, partnerships and trusts. Essential Functions: · Assurance .....
Bachelor's Degree or High School Diploma or GED and minimum 2 years banking, escrow, title or mortgage industry experience in a position related to trust accounting * Minimum 3 years experience ..
Client trust and security are paramount in our line of business. Ultimately, our goal is ... Communicate with account principals, beneficiaries, accountants and other third parties as required..
... trust agreement inventory, prepares arbitration packets, and completes data entry projects as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES * Distributes and files Employer Accounting emails and .....
... trust and estate tax experience. The firm has an excellent quality of life and has a great work ... Senior Tax Accountant position skills to include: · A career-minded individual ..
Experience and interest in the preparation and review of estate and trust returns * Has their CPA license * Masters in Tax a plus * Demonstrates a high level of technical ..
Our functions: - Claims Administration - Contributions and Eligibility - Customer Services - Trust Accounting - Pension Recordkeeping - Voluntary Benefit Administration - Health Management..
Adhere to appropriate accounting control procedures * Enter and manage general ledger for multiple trust funds assigned * Prepare financial statements for trust funds assigned * Prepare adjusted .....