Financial Investments Services Associate Jobs in Fresno

Tax Staff The candidate will prepare tax returns, including supporting work papers for various types of returns such as individuals, corporations, partnerships, estates, trusts, non-profits. Research and consult on various tax ..

Tax Staff - 2021 The candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by providing a full spectrum of tax services including planning, research, and ..

Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..