We have other current jobs related to this field that you can find below
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Tax, Estate
3 months ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax, Estate & Trust ManagerPortland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering...
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Tax, Estate
3 months ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax, Estate & Trust ManagerPortland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering...
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Trust & Estates Litigation Attorney
2 days ago
Portland, Oregon, United States Jobot Full timeAbout the RoleWe are seeking a highly experienced and motivated Trust & Estates Litigation Attorney to join our team on a permanent basis. The successful candidate will be responsible for providing legal counsel to clients on matters related to trusts and estates, including disputes and litigation.Key ResponsibilitiesRepresent clients in court or before...
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Estate and Trust Taxation Manager
24 hours ago
Portland, Oregon, United States Withum Full timeAbout WithumSmith+Brown, P.C.WithumSmith+Brown, P.C. stands as a prominent advisory and accounting firm committed to promoting a healthy work-life balance and providing avenues for career growth. Our organization is recognized for its innovative approach in delivering tailored solutions to meet the accounting, tax, and business management demands of our...
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Estate and Trust Taxation Manager
6 days ago
Portland, Oregon, United States Withum Full timeAbout WithumSmith+Brown, P.C.WithumSmith+Brown, P.C. is a prominent advisory and accounting firm committed to providing a balanced work environment and growth opportunities for our employees. We focus on delivering innovative solutions tailored to meet our clients' accounting, tax, and business management requirements.Position Overview:Conducting reviews of...
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Estate and Trust Taxation Manager
6 days ago
Portland, Oregon, United States Withum Full timeAbout WithumSmith+Brown, P.C.WithumSmith+Brown, P.C. is a prominent advisory and accounting firm committed to maintaining a healthy work-life balance while providing opportunities for professional growth. Our organization is recognized for its innovative approach in delivering effective solutions to meet our clients' accounting, tax, and business management...
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Portland, Oregon, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Trust & Estates Litigation Attorney to join our team at Jobot. As a seasoned attorney, you will be responsible for providing expert legal counsel to clients on matters related to trusts and estates, including disputes and litigation.Key ResponsibilitiesRepresent clients in court or before...
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Legal Assistant
3 months ago
Portland, United States Tonkon Torp LLP Full timeTonkon Torp, a prominent, full-service firm in Portland, Oregon, is looking for a motivated and detail-oriented Trusts & Estates Legal Assistant to join our busy Trusts & Estate Department immediately. Ideal candidates should possess excellent organizational and proofreading skills, be able to coordinate with support teams and administrative agencies, and...
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Tax, Estate
3 months ago
Portland, United States Geffen Mesher & Company PC Full timeJob DescriptionJob DescriptionDescription:Tax, Estate & Trust Experienced StaffPortland, OR Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and...
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Estate Planning Paralegal
17 hours ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob OverviewPosition: Trust and Estates ParalegalLocation: Hybrid role with a combination of on-site and remote workCompensation: $70,000 - $90,000 annuallyLHH Recruitment Solutions is in search of a skilled Trust and Estates Paralegal to enhance our client's legal department. This position offers a hybrid work arrangement, allowing for a balance between...
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Estate Planning Paralegal
3 days ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob OverviewPosition: Trust and Estates ParalegalLocation: Hybrid RoleCompensation: $70,000 - $90,000LHH Recruitment Solutions is seeking a skilled Trust and Estates Paralegal to enhance our client's legal department. This hybrid position allows for a blend of on-site and remote work, providing flexibility while supporting attorneys in various trust and...
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Estate Planning Paralegal
18 hours ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob OverviewPosition: Trust and Estates ParalegalLocation: Hybrid role availableCompensation: $70,000 - $90,000 annuallyLHH Recruitment Solutions is in search of a skilled Trust and Estates Paralegal to support our client's legal department. This hybrid position allows for a combination of on-site and remote work, providing flexibility while managing trust...
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Estate Planning Paralegal
3 days ago
Portland, Oregon, United States LHH Recruitment Solutions Full timePosition OverviewJob Title: Trust and Estates ParalegalLocation: Hybrid RoleSalary Range: $70,000 - $90,000LHH Recruitment Solutions is seeking a skilled Trust and Estates Paralegal to enhance our client's legal department. This hybrid position allows for a combination of on-site and remote work, providing flexibility while supporting a dynamic legal...
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Estate Planning Paralegal
17 hours ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob OverviewPosition: Trust and Estates ParalegalLocation: Hybrid - Lake Oswego, ORCompensation: $70,000 - $90,000LHH Recruitment Solutions is seeking a skilled Trust and Estates Paralegal to support our client's legal department. This hybrid position allows for a blend of on-site and remote work, providing a balanced work environment.Primary Duties:Draft...
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Estate Planning Paralegal
5 days ago
Portland, Oregon, United States LHH Recruitment Solutions Full timeJob OverviewPosition: Trust and Estates ParalegalLocation: Lake Oswego, OR (Hybrid - 3 days on-site, 2 days remote)Compensation: $70,000 - $90,000LHH Recruitment Solutions is in search of a skilled Trust and Estates Paralegal to enhance our client's legal department in Lake Oswego, OR. This hybrid position allows for a blend of on-site and remote work,...
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Real Estate Operations Manager
6 days ago
Portland, Oregon, United States Cottonwood Residential Full timeJob OverviewImmediate Opening for a Property Manager at Cottonwood ResidentialCompensation & Benefits:Attractive base salary with performance bonusesComprehensive health, vision, dental, life, and disability insurance - eligibility within 1-30 daysGenerous 401k and Health Savings Account contributionsInitial paid time off of 120 hoursNine paid holidays...
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Real Estate Operations Manager
6 days ago
Portland, Oregon, United States Cottonwood Residential Full timeJob OverviewImmediate Opening for a Property Manager at Cottonwood ResidentialCompensation & Benefits:Attractive salary with performance bonusesComprehensive health, vision, dental, life, and disability insurance - eligibility within 1-30 daysRobust 401k and HSA matching programGenerous paid time off - starting with 120 hoursNine paid holidays...
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Real Estate Financial Manager
6 days ago
Portland, Oregon, United States Emerald Staffing Full timeJob OverviewAbout Emerald StaffingWith over five decades of service in the Pacific Northwest, Emerald Staffing is a reputable property management firm dedicated to providing exceptional property management and maintenance solutions for both commercial and residential real estate clients.Position SummaryAs a Property Management Accountant, you will play a...
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Real Estate Financial Manager
23 hours ago
Portland, Oregon, United States Emerald Staffing Full timeJob DescriptionAbout Emerald StaffingWith over five decades of dedicated service in the Pacific Northwest, Emerald Staffing is a prominent property management firm committed to delivering exceptional property management and maintenance solutions for both commercial and residential real estate clients.Position OverviewAs a key member of our finance team, you...
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Real Estate Financial Manager
6 days ago
Portland, Oregon, United States Emerald Staffing Full timeJob OverviewAbout Emerald StaffingWith a legacy of over 50 years in the Pacific Northwest, Emerald Staffing is a prominent property management firm dedicated to delivering exceptional service in both commercial and residential real estate. Our commitment to excellence ensures that we provide a comprehensive property management and maintenance experience for...
Estates & Trust Manager
2 months ago
The Estates & Trust Manager will provide leadership and be responsible for the quality delivery of services to exceed the expectations of our clients. The individual will also be responsible for the development and motivation of the engagement team and provide the staff/seniors with leadership, counseling, and career guidance. Our firm is committed to providing our team with the resources, coaching, and opportunities to fuel their career passions and provide value to our clients.
Responsibilities:
Review individual, fiduciary, estate and gift tax returns and related income tax workpapers.
Provide exceptional fiduciary, personal income, gift, and estate tax compliance services as well as estate planning advisory services.
Review and analyze account statements from various brokerage houses and financial institutions’ mutual fund statements.
Review estate and trust fiduciary accountings.
Reviews inventories and accountings and understands and manages the probate process.
Handle Federal and State tax notices and audits.
Research Federal, State, and International tax laws, prepare tax memorandums on technical topics and develop tax savings strategies.
Review and analyze estate planning related legal documents.
Requirements:
5+ years of public accounting experience with a focus on trust, estates, and gift matters.
Bachelor’s degree in Accounting or related field and a CPA is required.
Extensive experience in Tax Advisory and Estate/Trust planning and compliance.
Exceptional communication skills. Both oral & written.
Previous experience with reviewing fiduciary, gift, and estate tax returns.
Strong organizational and leadership skills.
Excellent analytical skills and judgment.
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