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Online Resumes with "Trust Tax"



Senior financial services leader

Energetic senior financial services leader with extensive experience in wealth management serving high net worth clients looking for an executive level position. Broad knowledge base in accounting, trust, tax, client service and general management. Extensive background in setting long range financial vision and strategy, accounting practices, risk management, internal financial controls, forecasting, budget preparation, fin...

Tags for this Online Resume: JD Edwards, Excel, Word, PowerPoint, Efficient and Organized, Superior Problem Solver

INHOUSE COUNSEL; ERISA ATTY

Challenging advisory position using experience in insurance, Trust, tax, corporate growth and ERISA.

Tax Accounant: NYC, LI, White Plains, Stamford, Norwalk or Greenwhich

My objective is to find a position that would allow me to hone my skills as a tax preparer. I have sixteen months experience in a tax environment as a Revenue Agent at the IRS and as a Tax Intern at BDO Seidman. I also have nine months experience as an Experienced Audit Associate at PwC. I have prepared tax returns for Individuals, Fiduciary Trusts, Partnerships, Corporations and for Flow-Through Corporations. While a prep...

Tags for this Online Resume: Individual Tax Returns, Fiduciary Trusts Tax Returns, Partnership Tax Returns, Corporation , Corporations Tax Returns, Flow-Through Tax Returns, CCH and Go Systems

Trust and Tax Operations; over 15 years experience in large law firm and government

ADMINISTRATIVE ASSISTANT

Expert with transcribing, approximate speed 55-65 wpm. Excellent verbal and written communication skills. Well organized, able to handle multiple tasks simultaneously. Interact well with people of all levels. Self-starter with high initiative and ability to take on additional responsibilities. Able to operate efficiently in high stress environments. Present a professional image of an organization and its ...

Ideal Companies: WARNER BROTHERS, DISNEY, MEDICAL COMPANIES, LAW OFFICES, ETC.

Tags for this Online Resume: u Self-starter with high initiative and ability to take on additional responsibilities, ADMINISTRATIVE ASSISTANT, LEGAL SECRETARY, EXECUTIVE SECRETARY

Featured Profile

Fiduciary Accountant/Tax Accountant - 15 years Experience - New York, NY

Accomplished, analytical and dedicated Fiduciary Accountant with solid background in finance/accounting, client relations and legal administration. Recognized for strong report/record management, legal correspondence preparation and tax preparation skills. Articulate communicator and effective problem solver with the ability to identify areas of concern and implement appropriate plan of action. Solid legal administration sk...

Ideal Companies: Legal Industry

Tags for this Online Resume: Prosystem Fx, OneSource Estate Tax (FPS), BNA Bloomberg, WestLaw Legal Research, Hot Doc, Lacerte tax Systems

Trust Tax Preparer - 8 Years of Experience

I am interested in Trust Tax Accounting.

Lawyer - 20 Years of Experience

SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, ...

Tags for this Online Resume: Probate, Management, Compliance, trust officer, wealth, wealth advisor, relationship manager, director, president, vice president, senior trust officer

Accountant - 20 Years of Experience - Near 60462

PROFESSIONAL SUMMARY Over twenty years in Public Accounting working with both privately held & Fortune 500 companies. Responsibilities included financial & compliance audits, review, and compilation engagements, as well as tax preparation at the corporate and individual levels. Concentration on Trust & Estate tax preparations. Past owner of privately held Public Accounting & insurance service company. Working knowledge of c...

Tags for this Online Resume: Accounting, Certified Public Accountant, Public Accounting, Financial, Financial Statements, Management, Quality, Quality Assurance, Quality Control, Audit, accounting, cpa, finance, tax, gaap, audit, excel