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ProfileDirector Tax PFS Cleveland The candidate will serve as a trusted advisor, providing guidance on the wide array of tax matters faced by firm's individual high net worth clients. Must have 8+ years of experience. Bachelor's degree in Accounting is required. CPA, Enrolled Agent or Member of the Bar is required. Extensive knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work is preferred. Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and compliance is preferred.
Req ID: 94943BR