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trust estate senior tax manager
Senior Staff Accountant
Genske, Mulder & Company, Ontario, California
Job Description Job Description About us Genske Mulder is the leading accounting firm in the nation for dairy and agribusiness and one of the top 200 national accounting firms overall. We are currently seeking a Staff Accountant for our office located in Ontario, California. If you are passionate about tax and accounting, and you are seeking to enhance your knowledge and experience in public accounting, you could be a great fit for our company. RESPONSIBILITIES Preparation, Compilation, Review, and Audit engagements for various types of clients and industries Individual, Corporate, S-Corp, LLC/LLP (Partnership), Non-Profit, Gift, Estate, and Trust Tax Planning and Preparation Payroll and Sales Tax Return Preparation Bookkeeping and write-up services Prepare work papers following the Firm's policies and procedures and recommended best practices Bring unusual or significant accounting and tax-related questions to a supervisor Demonstrate awareness of budgets on engagements and the ability to work with supervisors or managers in keeping within those budgets Become familiar with and comply with the Firm's policies, procedures, manuals, forms, and relevant software SKILLS/QUALIFICATIONS Required: Bachelor's degree in accounting or finance; Preferred: Master's Degree or CPA Required: 3+ years public accounting experience; Preferred: 1+ years Agriculture accounting Actively pursuing CPA certification, if not already licensed, by sitting for all scheduled exams, preferred Strong analytical skills, including advanced knowledge of Microsoft Office (Excel, Outlook, and Word) Knowledge of QuickBooks, Lacerte Tax Preparation software, and Practice Management preferred Excellent written and verbal communication Quick learner with strong attention to detail and a focus on accountancy Ability to effectively manage multiple work assignments and projects Must be able to work independently following a brief period of specific technical training Proactive, resourceful, and client-oriented Acceptance and execution of job responsibilities within a team environment Ability to work overtime as required
06/26/2026
Full time
Job Description Job Description About us Genske Mulder is the leading accounting firm in the nation for dairy and agribusiness and one of the top 200 national accounting firms overall. We are currently seeking a Staff Accountant for our office located in Ontario, California. If you are passionate about tax and accounting, and you are seeking to enhance your knowledge and experience in public accounting, you could be a great fit for our company. RESPONSIBILITIES Preparation, Compilation, Review, and Audit engagements for various types of clients and industries Individual, Corporate, S-Corp, LLC/LLP (Partnership), Non-Profit, Gift, Estate, and Trust Tax Planning and Preparation Payroll and Sales Tax Return Preparation Bookkeeping and write-up services Prepare work papers following the Firm's policies and procedures and recommended best practices Bring unusual or significant accounting and tax-related questions to a supervisor Demonstrate awareness of budgets on engagements and the ability to work with supervisors or managers in keeping within those budgets Become familiar with and comply with the Firm's policies, procedures, manuals, forms, and relevant software SKILLS/QUALIFICATIONS Required: Bachelor's degree in accounting or finance; Preferred: Master's Degree or CPA Required: 3+ years public accounting experience; Preferred: 1+ years Agriculture accounting Actively pursuing CPA certification, if not already licensed, by sitting for all scheduled exams, preferred Strong analytical skills, including advanced knowledge of Microsoft Office (Excel, Outlook, and Word) Knowledge of QuickBooks, Lacerte Tax Preparation software, and Practice Management preferred Excellent written and verbal communication Quick learner with strong attention to detail and a focus on accountancy Ability to effectively manage multiple work assignments and projects Must be able to work independently following a brief period of specific technical training Proactive, resourceful, and client-oriented Acceptance and execution of job responsibilities within a team environment Ability to work overtime as required
CIG
Tax Manager
CIG Englewood, Colorado
Tax Manager Greater Denver Area - Englewood, CO - Hybrid (2 days in office)This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIGCIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies.We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This RoleSophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roofAccess to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structuresStability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibilityCulture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll DoManage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individualsLead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structuresPartner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positionsOwn the tax calendar across all entities, ensuring accurate and timely compliance year-roundSupport the tax structuring of real estate and private equity investments alongside the CFO and investment teamConduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendationsReview K-1s, track tax basis, and maintain organized documentation across the structureIdentify and implement process improvements that bring greater rigor and efficiency to the tax functionMonitor legislative and regulatory changes and assess their impact on the organizationYou'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For5+ years of progressive tax experience in public accounting or a sophisticated family office environmentStrong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planningExperience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred)Advanced Excel skillsA collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & CredentialsBachelor's degree in Accounting or Taxation (required)Master's degree in Taxation (preferred)CPA designation (required; candidates close to completion may be considered) Benefits:CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including:Medical, dental, and vision insuranceCompany-paid life insuranceShort-term and long-term disability coverage401(k) retirement plan with company matchCompany-paid Employee Assistance Program (EAP)Generous paid time off, including vacation, personal days, holidays, and sick leaveCompensation details: 00 Yearly SalaryPI818226b0-
06/26/2026
Tax Manager Greater Denver Area - Englewood, CO - Hybrid (2 days in office)This newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. Because the position is new, you'll have room to build it, define best practices, and grow into expanded responsibility over time. About CIGCIG is a privately held investment and management organization that oversees a diverse portfolio of financial, investment, real estate, and philanthropic activities. We steward wealth across multiple generations and entities - trusts and estates, private foundations, partnerships, and investment holding companies.We operate with the sophistication of an institutional investor and the agility and discretion of a private organization. The team is collaborative, well-resourced, and committed to disciplined governance and long-term value creation. Tax, accounting, and financial strategy are central to how we evaluate investments, structure transactions, and manage risk - which means this role has real visibility and real impact. Why This RoleSophisticated, varied work - partnerships, trusts and estates, foundations, real estate, and private equity, all under one roofAccess to decision-makers - direct partnership with senior leadership, with a real voice in how the organization plans and structuresStability and growth - a well-resourced, long-term-minded organization that invests in its people, with structured knowledge transfer and a clear path to expanded responsibilityCulture - a hybrid schedule (2 days in office) and a culture built on professionalism, intellectual rigor, and mutual respect What You'll DoManage the preparation and review of federal and state tax returns across a diverse entity structure, including partnerships, trusts and estates, private foundations, and high-net-worth individualsLead tax planning and projections, and model the tax impact of investment decisions, transactions, and ownership structuresPartner with external tax advisors to coordinate filings, extensions, estimated payments, and complex technical positionsOwn the tax calendar across all entities, ensuring accurate and timely compliance year-roundSupport the tax structuring of real estate and private equity investments alongside the CFO and investment teamConduct technical research on partnership taxation, trust and estate matters, and HNW individual planning, and translate findings into clear recommendationsReview K-1s, track tax basis, and maintain organized documentation across the structureIdentify and implement process improvements that bring greater rigor and efficiency to the tax functionMonitor legislative and regulatory changes and assess their impact on the organizationYou'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax. What We're Looking For5+ years of progressive tax experience in public accounting or a sophisticated family office environmentStrong technical expertise in partnership taxation, trust and estate taxation, and high-net-worth individual tax planningExperience supporting real estate investments, private equity structures, or multi-entity ownership arrangements (strongly preferred)Advanced Excel skillsA collaborative, detail-oriented professional who enjoys complex ownership structures and wants to build deep, long-term expertise Education & CredentialsBachelor's degree in Accounting or Taxation (required)Master's degree in Taxation (preferred)CPA designation (required; candidates close to completion may be considered) Benefits:CIG offers a comprehensive and competitive benefits package designed to support long-term well-being and success, including:Medical, dental, and vision insuranceCompany-paid life insuranceShort-term and long-term disability coverage401(k) retirement plan with company matchCompany-paid Employee Assistance Program (EAP)Generous paid time off, including vacation, personal days, holidays, and sick leaveCompensation details: 00 Yearly SalaryPI818226b0-
Senior escrow officer, Branch manager
KW Advisors Mobile, Alabama
Job Description Job Description Please see below job description for the Senior Escrow Officer / Branch manager position. Thank you! The Senior Escrow Officer /Branch Manager will be responsible for developing, enhancing, and executing escrow processes. Process escrow documents in accordance with established policies and procedures. Complete real estate escrow transactions by determining requirements, clearing titles, assembling, preparing, and reviewing closing documents. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. What you'll do: Complete transaction documents by assembling documents, reviewing papers with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures. Facilitate Buyers' / Borrowers' Loan closing. Obtain loan information and loan documents from the lender(s) and comply with lenders' instructions. Schedule the loan closing and contract a notary to witness the execution of the loan documents. Develop, guide, and supervise a team of escrow officers and escrow assistant(s). Complete closing by advising the title company to record and file documents; prepare and distribute final closing statements and escrow documents. Close escrow account by balancing and disbursing funds. Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions. Audit files ensuring all documents are completed within a set timeframe. Establish an escrow account by depositing funds and maintaining records. Prepare transaction documents by completing forms and statements; collecting and reviewing existing documents. Complete calculations by prorating taxes, interest, and other fees/costs as applicable. Comply with regulatory requirements by adhering, and enforcing adherence to requirements. Maintain records in the escrow accounting system and customer database. Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Enhance organization reputation and capability by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Understand the concepts of trust accounting and ensure that all escrow transactions they process are compliant with the best practices both while the escrow is open and post-closing. Perform other duties as assigned. Qualifications What you'll need: High school diploma or equivalent work experience. Five (5) or more years experience as an Escrow Officer in an escrow office with progressive responsibility. Book of Business and a client base Notary Public commission preferred, but not required. Prefer candidates located in Los Angeles County. Very competitive Commission Structure We are an Equal Opportunity Employer Job Type: Full-time Pay: $5,000.00 - $7,000.00 per month Benefits: Dental insurance Health insurance Paid time off Schedule: 8 hour shift
06/26/2026
Full time
Job Description Job Description Please see below job description for the Senior Escrow Officer / Branch manager position. Thank you! The Senior Escrow Officer /Branch Manager will be responsible for developing, enhancing, and executing escrow processes. Process escrow documents in accordance with established policies and procedures. Complete real estate escrow transactions by determining requirements, clearing titles, assembling, preparing, and reviewing closing documents. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. What you'll do: Complete transaction documents by assembling documents, reviewing papers with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures. Facilitate Buyers' / Borrowers' Loan closing. Obtain loan information and loan documents from the lender(s) and comply with lenders' instructions. Schedule the loan closing and contract a notary to witness the execution of the loan documents. Develop, guide, and supervise a team of escrow officers and escrow assistant(s). Complete closing by advising the title company to record and file documents; prepare and distribute final closing statements and escrow documents. Close escrow account by balancing and disbursing funds. Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions. Audit files ensuring all documents are completed within a set timeframe. Establish an escrow account by depositing funds and maintaining records. Prepare transaction documents by completing forms and statements; collecting and reviewing existing documents. Complete calculations by prorating taxes, interest, and other fees/costs as applicable. Comply with regulatory requirements by adhering, and enforcing adherence to requirements. Maintain records in the escrow accounting system and customer database. Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Enhance organization reputation and capability by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Understand the concepts of trust accounting and ensure that all escrow transactions they process are compliant with the best practices both while the escrow is open and post-closing. Perform other duties as assigned. Qualifications What you'll need: High school diploma or equivalent work experience. Five (5) or more years experience as an Escrow Officer in an escrow office with progressive responsibility. Book of Business and a client base Notary Public commission preferred, but not required. Prefer candidates located in Los Angeles County. Very competitive Commission Structure We are an Equal Opportunity Employer Job Type: Full-time Pay: $5,000.00 - $7,000.00 per month Benefits: Dental insurance Health insurance Paid time off Schedule: 8 hour shift
Senior Staff Accountant
Genske, Mulder & Company, Ontario, California
Job Description Job Description About us Genske Mulder is the leading accounting firm in the nation for dairy and agribusiness and one of the top 200 national accounting firms overall. We are currently seeking a Staff Accountant for our office located in Ontario, California. If you are passionate about tax and accounting, and you are seeking to enhance your knowledge and experience in public accounting, you could be a great fit for our company. RESPONSIBILITIES Preparation, Compilation, Review, and Audit engagements for various types of clients and industries Individual, Corporate, S-Corp, LLC/LLP (Partnership), Non-Profit, Gift, Estate, and Trust Tax Planning and Preparation Payroll and Sales Tax Return Preparation Bookkeeping and write-up services Prepare work papers following the Firm's policies and procedures and recommended best practices Bring unusual or significant accounting and tax-related questions to a supervisor Demonstrate awareness of budgets on engagements and the ability to work with supervisors or managers in keeping within those budgets Become familiar with and comply with the Firm's policies, procedures, manuals, forms, and relevant software SKILLS/QUALIFICATIONS Required: Bachelor's degree in accounting or finance; Preferred: Master's Degree or CPA Required: 3+ years public accounting experience; Preferred: 1+ years Agriculture accounting Actively pursuing CPA certification, if not already licensed, by sitting for all scheduled exams, preferred Strong analytical skills, including advanced knowledge of Microsoft Office (Excel, Outlook, and Word) Knowledge of QuickBooks, Lacerte Tax Preparation software, and Practice Management preferred Excellent written and verbal communication Quick learner with strong attention to detail and a focus on accountancy Ability to effectively manage multiple work assignments and projects Must be able to work independently following a brief period of specific technical training Proactive, resourceful, and client-oriented Acceptance and execution of job responsibilities within a team environment Ability to work overtime as required
06/23/2026
Full time
Job Description Job Description About us Genske Mulder is the leading accounting firm in the nation for dairy and agribusiness and one of the top 200 national accounting firms overall. We are currently seeking a Staff Accountant for our office located in Ontario, California. If you are passionate about tax and accounting, and you are seeking to enhance your knowledge and experience in public accounting, you could be a great fit for our company. RESPONSIBILITIES Preparation, Compilation, Review, and Audit engagements for various types of clients and industries Individual, Corporate, S-Corp, LLC/LLP (Partnership), Non-Profit, Gift, Estate, and Trust Tax Planning and Preparation Payroll and Sales Tax Return Preparation Bookkeeping and write-up services Prepare work papers following the Firm's policies and procedures and recommended best practices Bring unusual or significant accounting and tax-related questions to a supervisor Demonstrate awareness of budgets on engagements and the ability to work with supervisors or managers in keeping within those budgets Become familiar with and comply with the Firm's policies, procedures, manuals, forms, and relevant software SKILLS/QUALIFICATIONS Required: Bachelor's degree in accounting or finance; Preferred: Master's Degree or CPA Required: 3+ years public accounting experience; Preferred: 1+ years Agriculture accounting Actively pursuing CPA certification, if not already licensed, by sitting for all scheduled exams, preferred Strong analytical skills, including advanced knowledge of Microsoft Office (Excel, Outlook, and Word) Knowledge of QuickBooks, Lacerte Tax Preparation software, and Practice Management preferred Excellent written and verbal communication Quick learner with strong attention to detail and a focus on accountancy Ability to effectively manage multiple work assignments and projects Must be able to work independently following a brief period of specific technical training Proactive, resourceful, and client-oriented Acceptance and execution of job responsibilities within a team environment Ability to work overtime as required
Senior escrow officer, Branch manager
KW Advisors Mobile, Alabama
Job Description Job Description Please see below job description for the Senior Escrow Officer / Branch manager position. Thank you! The Senior Escrow Officer /Branch Manager will be responsible for developing, enhancing, and executing escrow processes. Process escrow documents in accordance with established policies and procedures. Complete real estate escrow transactions by determining requirements, clearing titles, assembling, preparing, and reviewing closing documents. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. What you'll do: Complete transaction documents by assembling documents, reviewing papers with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures. Facilitate Buyers' / Borrowers' Loan closing. Obtain loan information and loan documents from the lender(s) and comply with lenders' instructions. Schedule the loan closing and contract a notary to witness the execution of the loan documents. Develop, guide, and supervise a team of escrow officers and escrow assistant(s). Complete closing by advising the title company to record and file documents; prepare and distribute final closing statements and escrow documents. Close escrow account by balancing and disbursing funds. Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions. Audit files ensuring all documents are completed within a set timeframe. Establish an escrow account by depositing funds and maintaining records. Prepare transaction documents by completing forms and statements; collecting and reviewing existing documents. Complete calculations by prorating taxes, interest, and other fees/costs as applicable. Comply with regulatory requirements by adhering, and enforcing adherence to requirements. Maintain records in the escrow accounting system and customer database. Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Enhance organization reputation and capability by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Understand the concepts of trust accounting and ensure that all escrow transactions they process are compliant with the best practices both while the escrow is open and post-closing. Perform other duties as assigned. Qualifications What you'll need: High school diploma or equivalent work experience. Five (5) or more years experience as an Escrow Officer in an escrow office with progressive responsibility. Book of Business and a client base Notary Public commission preferred, but not required. Prefer candidates located in Los Angeles County. Very competitive Commission Structure We are an Equal Opportunity Employer Job Type: Full-time Pay: $5,000.00 - $7,000.00 per month Benefits: Dental insurance Health insurance Paid time off Schedule: 8 hour shift
06/19/2026
Full time
Job Description Job Description Please see below job description for the Senior Escrow Officer / Branch manager position. Thank you! The Senior Escrow Officer /Branch Manager will be responsible for developing, enhancing, and executing escrow processes. Process escrow documents in accordance with established policies and procedures. Complete real estate escrow transactions by determining requirements, clearing titles, assembling, preparing, and reviewing closing documents. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. What you'll do: Complete transaction documents by assembling documents, reviewing papers with parties, explaining provisions and procedures, answering questions, checking documents for completeness and accuracy, and obtaining signatures. Facilitate Buyers' / Borrowers' Loan closing. Obtain loan information and loan documents from the lender(s) and comply with lenders' instructions. Schedule the loan closing and contract a notary to witness the execution of the loan documents. Develop, guide, and supervise a team of escrow officers and escrow assistant(s). Complete closing by advising the title company to record and file documents; prepare and distribute final closing statements and escrow documents. Close escrow account by balancing and disbursing funds. Determine escrow requirements by studying and clarifying buyer, seller, and lender instructions. Audit files ensuring all documents are completed within a set timeframe. Establish an escrow account by depositing funds and maintaining records. Prepare transaction documents by completing forms and statements; collecting and reviewing existing documents. Complete calculations by prorating taxes, interest, and other fees/costs as applicable. Comply with regulatory requirements by adhering, and enforcing adherence to requirements. Maintain records in the escrow accounting system and customer database. Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Enhance organization reputation and capability by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Understand the concepts of trust accounting and ensure that all escrow transactions they process are compliant with the best practices both while the escrow is open and post-closing. Perform other duties as assigned. Qualifications What you'll need: High school diploma or equivalent work experience. Five (5) or more years experience as an Escrow Officer in an escrow office with progressive responsibility. Book of Business and a client base Notary Public commission preferred, but not required. Prefer candidates located in Los Angeles County. Very competitive Commission Structure We are an Equal Opportunity Employer Job Type: Full-time Pay: $5,000.00 - $7,000.00 per month Benefits: Dental insurance Health insurance Paid time off Schedule: 8 hour shift

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