- Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: -... trusted advisor for sophisticated tax and wealth planning solutions. -... Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration...
Job Title: Tax Partner - Private Client... Services (PCS) Job Responsibilities: - Perform partner-level... compliance review and tax return signoff. - Handle client... opportunities and changes in tax law. - Work on proposals... and existing clients. - Expand services to existing clients. - Supervise... engagements and...
Job Title: Tax Director - Private Client... Services (PCS) Job Responsibilities: - Review tax projections, workpapers, and returns,... State Individual and Fiduciary tax returns. - Oversee and manage... the tax return process, including the... identification and resolution of tax issues. - Apply experience with... tax...
Job Title: Tax Senior Manager - Private... Client Services (PCS) Job Responsibilities: -... a team, foster strong client relationships, and contribute to... environment that values exceptional client service and tax expertise.... - Oversee tax... planning and compliance functions... for ultra-high net...
Job Title: Tax Partner - Private Client... Services (PCS) Job Responsibilities: - Perform partner-level... compliance review and tax return signoff. - Handle client... opportunities and changes in tax law. - Engage in new... development through proposals and client meetings. - Develop and maintain... and existing clients. - Expand services provided to existing clients. -......