Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts specifically designed for high-net-worth clients and beneficiaries, which often involves multi-generational families. The primary responsibilities include: - Overseeing the administration and...
high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects, particularly those related to tax planning opportunities and understand...
fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax... implications of transactions to the client....
fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax... implications of transactions to the client....
Title: Associate, Property Tax Compliance Job Responsibilities: - Provide excellent client service to multi-state companies with property tax compliance. - Evaluate information presented on property tax returns before, during, and after preparation. - Assist in property tax bill payment and...