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Date Last Verified
ProfileSenior Manager - Private Client Services The candidate should have Bachelor’s degree in Accounting, Finance, Economics or related degree preferred; Advanced credential preferred (i.e. CPA, JD, CFP or CFA); Should have 8+ years relevant work experience with an accounting firm, including 4+ years of Private Client Services experience; Excellent communication skills, both written and verbal; Excellent problem solving and analytical skills; and Proficient use of technology including MS Excel.
ID : 2017-1771