Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company plays a crucial role in providing tax compliance and consulting services to high net-worth clients. This position involves a variety of responsibilities, including: - Participating...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. - Serve as the primary client contact for preparation and presentation of issues and resolution to clients, demonstrating...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with leveraging their educational and professional background, along with their communication, leadership, and technical skills, to deliver tax compliance and consulting...
Title: **Members Only** Senior Relationship Manager Job Responsibilities: The Senior Relationship Manager (RM) at Company is tasked with serving high net worth clients by acting as their primary financial advisor. The RM recommends banking, borrowing, and investment solutions tailored to the client's financial...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
to high complexity, including trusts, estates, and agencies. -... Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. - Coordinates administrative functions with internal and external parties with a defined interest in any...