- Responsible for all tax reporting of Fiduciary accounts.
- Provide ongoing support to the Fiduciary Advisors and occasionally Wealth Advisors on Tax matters.
- Client interaction, including partnering with UHNW Clients to discuss their tax returns, K1s and quarterly payments.
- Responsible for reviewing returns, Fiduciary Tax professional will look at the returns and work with Fiduciary Counsel, outside Accountant and Client on ensuring the returns are filed correctly.
- Ensure minimum wire distributions are met for IRAs.
- Oversees IRS Payments.
- Analysis of K1s and regular contact with outsourced Accounting team.
- Coordinate tax compliance and planning responsibilities.
- Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax.
- Proficient in the preparation of individual, corporate, partnership, fiduciary and other tax returns prepared by external CPAs.
- Bachelors degree. Ideally within Accounting or Finance, CPA preferred.
- Minimum of 8 years of tax experience in a wealth management setting specifically trust and estates.
- Exposure to UHNW Clients is preferred.
- Functional knowledge of trust instruments.
- Experience preparing individual taxes; preferred experience preparing Fiduciary tax returns.
- Strong knowledge of general accounting concepts
- Excellent communication (verbal and written), organization, and analytical skills are a must.
-
Tax Manager
1 week ago
Councilor, Buchanan & Mitchell, P.C. Bethesda, United StatesCouncilor, Buchanan & Mitchell, P.C. (CBM), an accounting and business advisory firm that serves clients throughout Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking a dedicated senior tax professional with at least six years of public accounting and ta ...
-
Tax Manager
1 week ago
International Search Consultants Bethesda, United StatesJob Description · Job Description · Tax Manager · DC Metro Area · As a · Tax Manager , you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a ...
-
Manager, Tax
1 week ago
Marriott Hotels & Resorts Bethesda, United StatesAs a member of the Global Tax Accounting team, the Manager, International Tax Accounting, partnering with the Senior Manager, International Tax Accounting will be responsible for the non-U.S. components of Marriotts global tax provision and SEC disc Manager, Accounting, Internati ...
-
Tax Manager
14 hours ago
Councilor, Buchanan & Mitchell, P.C Bethesda, United StatesCouncilor, Buchanan & Mitchell, P.C. (CBM), an accounting and business advisory firm that serves clients throughout Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking a dedicated senior tax professional with at least six years of public accounting and ta ...
-
Tax Manager
1 week ago
Cherry Bekaert Bethesda, United States**Description** · **Cherry Bekaert** has been proudly providing Accounting and Advisory services to our clients for over 75 years. We are seeking a **Tax Manager** to support our Washington, DC Metro market. · The successful candidate will manage the clients tax compliance need ...
-
Tax Manager/ International Tax Manager
2 weeks ago
TalentElixir Consulting Bethesda, MD, United StatesAbout the job International Tax Manager · International Tax Manager/Senior Tax Manager · The client is a growing CPA firm with 40 years of providing outstanding tax and accounting services. We are seeking talented, motivated and organized individuals who want to create a career ...
-
Tax Manager
5 days ago
gpac Bethesda, United StatesA Top CPA firm in the [Maryland] area is looking to add a Tax Manager to their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of highly m ...
-
tax manager
1 week ago
CPA firm Bethesda, MD, United StatesCPA firm seeking a Tax Manager / Tax Senior with Non-Profit expertise. · Responsibilities: · Manage tax compliance, tax provision, and tax advisory services to health-care institutions, higher education institutions, private foundation and exempt organizations · Assist in mana ...
-
Tax Manager
6 days ago
Councilor, Buchanan & Mitchell, P.C. Bethesda, United StatesJob Description · Job DescriptionCouncilor, Buchanan & Mitchell, P.C. (CBM), an accounting and business advisory firm that serves clients throughout Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking a dedicated senior tax professional with at least six ...
-
beBee Handyman Peru, KS, United States FreelanceI am in need of a Management service with the following characteristics in Peru, KS:What type of management service is needed? · Administrative, accounting, tax and/or fiscal (taxes, income, etc.) · Type of management service contract · Continuous consultancy (monthly or quarterl ...
-
beBee Handyman Gove City, KS, United States FreelanceI am in need of a Management service with the following characteristics in Gove City, KS:What type of management service is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of management service contract · Continuous consultancy (monthly or quarterly) · Client profile · S ...
-
beBee Handyman Kickapoo Site , KS, United States FreelanceI am in need of a Management service with the following characteristics at Kickapoo Site 5, KS:What type of management service is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of management service contract · Continuous consultancy (monthly or quarterly) · Client profi ...
-
beBee Handyman Sun, LA, United States FreelanceI am in need of a Management Service with the following characteristics in Sun, LA:What type of management service is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of management service contract · One-time consultation · Client profile · Individual · Are you looking fo ...
-
beBee Handyman Rosalia, KS, United States FreelanceI am looking for a Gestoría service with the following characteristics in Rosalia, KS:What type of Gestoría do you need? · Accounting, tax and/or tax advisory (taxes, income, etc.) · Type of hiring for the Gestoría · Continuous consultancy (monthly or quarterly) · Client profile ...
-
beBee Handyman Sun City, KS, United States FreelanceI am in need of a Management service with the following characteristics in Sun City, KS:What type of management service is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of management service contract · Occasional on-demand consultancy · Client profile · Self-employed · ...
-
CPA/Tax Manager/Tax Senior
1 week ago
gpac Bethesda, United StatesIf you are a proven and experienced · Tax Senior · or · Tax Manager · who can add your expertise to a Top Local CPA firm, a great opportunity awaits in the area. This well-respected and growing · CPA firm · is searching for someone · who will add significant value and be i ...
-
beBee Handyman Frierson, LA, United States FreelanceI am in need of a Management service with the following characteristics in Frierson, LA:What type of management service is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of management service contract · One-time consultation (1 time) · Client profile · Individual · Are ...
-
Tax Senior Manager
1 week ago
Cherry, Bekaert & Holland, L.L.P. Bethesda, United StatesRanked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Senior Manager in our Washington, D.C. location, you will serve as a key leader in our expan ...
-
beBee Handyman Echo, LA, United States Freelance"I need a service from a Management Agency with the following characteristics in Echo, LA:What type of management agency is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of hiring for the agency · One-time consultation (1 time) · Client profile · Individual · Are you l ...
-
Remote Tax Manager
4 days ago
CyberCoders Bethesda, MD, United StatesBethesda, MD · • Buffalo, NY · • Cincinnati, OH · • Indianapolis, IN · • Orlando, FLRemote Available Full-time $120, $160,000.00Posted 04/08/2024Job Title: Tax Manager or Senior Tax Manager Location: Remote Flexibility in the U.S. Salary: $120k-160k + Strong Bonus Structure + ...
Tax Manager - Bethesda, United States - International Search Consultants
Description
Job Description
Job DescriptionTax Manager
DC Metro Area
As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite you to apply for this exciting opportunity.
Responsibilities:
Qualifications:
If you are ready to take on a challenging role with a dynamic team at the forefront of financial services, apply today
