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Senior Tax Associate - Private Client Services The candidate will be responsible ... quality expertise and delivering excellent client service: Preparation of Tax returns (Individuals (1040), Trusts (1041 ... (990-PF)...
Private Client Services Manager Duties: Work with the ... Manager Duties: Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 ... (990-PF))...
Wealth Transition Services Manager / Senior Manager The candidate will interpret ... planning knowledge. Look at the tax situation of the individual and ... angles to ensure the maximum tax..