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Senior Tax Associate - Private Client Services The candidate will be ... quality expertise and delivering excellent client service: Preparation of Tax returns ... (990-PF). Provide timely, high quality client..
Private Client Services Manager Duties: Work with ... (990-PF)). Provide timely, high quality client service that meets or exceeds ... service that meets or exceeds client expectations. Provide training, professional..
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 ..