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Able to determine work priorities, planning, scheduling, assigning and reviewing work. Employee will perform more difficult semi-skilled assignments in building... - Indeed
Other tax compliance responsibilities may include IRS audit assistance, tax notice response, trust returns, gift and estate returns.... - Indeed
Working with clients to build investment portfolios, estate planning/management/settlement, philanthropic, retirement planning, tax management and descendent... - Indeed
• 5+ years sales or operations experience in the financial services, real estate or wealth planning industry;... - Indeed
Specifically, as a Data Analyst, you will be responsible for analyzing financial lease data in support of business requests and national real estate strategy.... - Indeed
We are looking for a professional to work primarily in our tax department, with emphasis on planning and preparation of complex individual, trust/estate and... - Indeed
You’ll also guide their estate and tax planning strategies. Do you enjoy challenging tax work and the opportunity to influence others?... - Indeed
Our products include accounting, enterprise resource planning (ERP), payment processing, customer management, and HR solutions.... - Indeed
In addition to our quality products, we have access to extremely qualified specialists in the areas of Farm/Ranch Operations, Commercial Insurance, Estate... - Indeed
The nature of this position results in significant exposure to trusts, estate planning and investment portfolio management activity.... - Indeed
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