Trust Tax Accountant
2 months ago
The Trust Tax Accountant is responsible for managing the tax obligations of trust accounts, ensuring compliance with all relevant tax laws and regulations. This role involves preparing and filing tax returns, conducting tax research, and providing strategic tax planning advice to optimize trust tax positions.
Key Responsibilities:
- Prepare and file federal, state, and local tax returns for various types of trusts.
- Perform detailed tax research and stay updated on current tax laws and regulations affecting trusts.
- Analyze trust documents to ensure proper tax treatment and compliance.
- Provide strategic tax planning advice to minimize tax liabilities and maximize benefits for trust beneficiaries.
- Collaborate with attorneys, financial advisors, and other professionals to ensure comprehensive trust administration.
- Respond to tax notices and manage tax audits or inquiries as necessary.
- Maintain accurate and organized tax records and documentation.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field; CPA, EA, or relevant certification preferred.
- Minimum of 3-5+ years of experience in tax accounting, with a focus on trust taxation.
- Proficiency in tax preparation software and Microsoft Office Suite.
-
Trust Accountant
2 weeks ago
Milwaukee, United States Truity Partners Full timeLocation: Milwaukee, Wisconsin Sector: Accounting & Finance Employment Type: Permanent Job ID: 40064 Date Added: 08/22/2024 APPLY NOW View All Jobs Our client is an organization in the Greater Milwaukee area looking for an Accountant. Our client is looking for someone with 3+ years of experience, organized, and driven. This company offers fun office...
-
Assistant Trust Officer
17 hours ago
Milwaukee, United States Capital First Trust Company Full timeJob DescriptionJob DescriptionAssistant Trust OfficerProvides day-to-day administrative support for all aspects of trust administration under the guidance and direction of the Trust Officers.Role ResponsibilitiesAssist Trust Officers in all aspects of trust administration as directed by the Trust Officer including, but not limited to:Prompt response to...
-
Tax Accountant
4 weeks ago
Milwaukee, United States RTA US Full timeJob DescriptionJob DescriptionPride Global/Russell Tobin is currently seeking Tax Accountant to support our client. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the Banking industry. Potential to extend or convert for the right candidate. Apply today for consideration!Position: Tax AccountantLocation:...
-
Experienced Tax Preparer
24 hours ago
Milwaukee, United States Tax Services of America Inc Full timeJob DescriptionJob DescriptionCalling all Experienced Tax Preparers! Join our team for an exciting opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment....
-
Experienced Seasonal Tax Preparer
5 days ago
Milwaukee, United States Jackson Hewitt Tax Service, Inc. Full timeCalling all Experienced Tax Preparers! Join our team for an exciting opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this...
-
VP, Trust Officer
2 months ago
Milwaukee, United States Wintrust Financial Full timeJob DescriptionWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust...
-
VP, Trust Officer
1 month ago
Milwaukee, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Vice President
2 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other professionals to ensure the smooth...
-
Accounts Payable Specialist
2 months ago
Milwaukee, United States Tax Airfreight Inc Full timeJob DescriptionJob DescriptionStart your career at Tax-Air today!Headquartered in Milwaukee, WI; Our network of 6 terminals covers three states in the Midwest area (Wisconsin, Illinois and Minnesota). As a privately owned, asset-based transportation and logistics company, we take pride in the many customers and industries we serve. Tax-Air prioritizes...
-
Tax Senior Accountant
1 week ago
Milwaukee, Wisconsin, United States Wipfli LLP Full timeOverview:At Wipfli, we value our people.Your unique perspective is what sets you apart. At Wipfli, we celebrate that diversity.Our inclusive environment fosters a culture where every voice matters. Our expanding DEI resource groups promote diversity and enhance awareness throughout Wipfli.We are dedicated to supporting your success while maintaining a...
-
Trusts & Estates Paralegal
2 months ago
Milwaukee, United States Reinhart Boerner Van Deuren SC Full timeJob DescriptionJob DescriptionDescription:Reinhart Boerner Van Deruren s.c. (Reinhartlaw.com) is currently seeking a Paralegal in our Trusts & Estates department in our Milwaukee office. Our Trusts and Estates Practice helps clients build and preserve their wealth, both for themselves and for their heirs. Besides providing comprehensive trust and estate...
-
Tax Accountant Manufacturing
1 week ago
Milwaukee, United States Krafted By KC Full time $70,000 - $100,000We are seeking a detail-oriented and analytical Corporate Manufacturing Tax Accountant Analyst. Experience in manufacturing environment.Experience with OneSource Tax Determination and Compliance.Experience with certificate management software.The ideal candidate will have a strong background in accounting and tax preparation, with a keen eye for financial...
-
Manufacturing Tax Accountant
7 days ago
Milwaukee, Wisconsin, United States Krafted By KC Full timeJob DescriptionWe are seeking a detail-oriented and analytical Corporate Manufacturing Tax Accountant Analyst to join our team at Krafted By KC.ResponsibilitiesConduct financial analysis, including reviewing and analyzing financial reports, accounts, and tax returns.Analyze and interpret financial data to identify trends, discrepancies, and opportunities for...
-
Tax Senior Accountant
1 week ago
Milwaukee, Wisconsin, United States Wipfli LLP Full timeReferral Information:We value your referral and are eager to assess the qualifications of the candidate you have suggested.Process Overview:Upon completing this referral form, your recommended candidate will be directed to submit their application for the specific position through our website. This step is essential for Wipfli to adhere to federal...
-
Tax Accounting Manager
3 months ago
Milwaukee, United States Metz & Associates PLLC Full timeJob DescriptionJob DescriptionVoted Accounting Today's Top Firms to Work For and Phoenix Business Journal's Best Places to Work!To our next Tax & Accounting Manager,In support of our continuing firm expansion, we have initiated a search for an experienced tax & accounting team member. We strive to offer an environment that has challenging projects...
-
Tax Accountant
1 month ago
Milwaukee, United States eTeam Full timeJob Title: Tax AccountantLocation: Milwaukee, WI 53202Position type: Hybrid(3 Days per week in office) Duration: 6 Months(Contract to Hire)Pay: $32.00/hr on W2 Job Description:Basic Qualifications• Bachelor's degree in accounting or finance, or equivalent work experience• One to two years of related work experiencePreferred Skills/Experience•...
-
Tax Accountant
1 month ago
Milwaukee, United States eTeam Full timeJob Title: Tax AccountantLocation: Milwaukee, WI 53202Position type: Hybrid(3 Days per week in office) Duration: 6 Months(Contract to Hire)Pay: $32.00/hr on W2 Job Description:Basic Qualifications• Bachelor's degree in accounting or finance, or equivalent work experience• One to two years of related work experiencePreferred Skills/Experience•...
-
Senior Tax Accountant
3 months ago
Milwaukee, United States Brilliant Financial Search - IL Full timeJob DescriptionJob DescriptionSenior Tax Accountant - Public | REMOTE* | $80k - $100k + Bonus DOE/Location*Remote Work - You must live within a commutable distance to Milwaukee (surrounding states) to make occasional trips to the office for company wide meetings, etc. We are in search of a Senior Tax Accountant to join our client's team! In this role,...
-
Tax Supervisor
3 months ago
Milwaukee, United States Brilliant Financial Search - IL Full timeJob DescriptionJob DescriptionTax Supervisor | Public Accounting | Remote* | $110k - $120k + Bonus*Hybrid or Remote options available for the right candidates – Must be in the region - Illinois/Wisconsin/MinnesotaWe are currently seeking a talented and experienced Tax Supervisor to join our client’s growing team. As a Tax Supervisor, you will play a...
-
Tax Senior Accountant
1 week ago
Milwaukee, Wisconsin, United States Wipfli LLP Full timeOverview:At Wipfli, we value our people.Your unique perspective is what sets you apart. At Wipfli, we celebrate that individuality.Our inclusive environment fosters a culture where every voice matters. Our expanding array of DEI resource groups promotes diversity and enhances awareness throughout Wipfli.We are also dedicated to supporting your journey...