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2021 - Fall - Tax Associate - Private Client Services Duties: Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations ..
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Trust Officer Duties: Responsible for providing customer service and account administration in addition to the sales and distribution of investment and fiduciary services. This position involves profiling customers, identifying customer’s financial ..
Business Tax Manager The candidate will serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback. Will train and ..