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Senior Wealth Strategist Duties: The candidate ... their cash flow and income tax situation, their family tree and ... the current structure of the estate and wealth transfer plans, supervising..
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Senior Wealth Planning Analyst Duties: The ... Worth Statements, Current Cash Flow, Tax, etc.) based upon the clients’/prospect’s ... and prospects current financial structure (estate & wealth transfer, family tree,..
Estate Tax Legal Specialist, GS 11-12 Duties: ... conducts independent field examinations of estate and gift tax returns involving legal, financial, investigative ... variety and complexity. The potential tax liability..