as of December 31, 2024. Position: A Family Office Counselor is a dedicated tax and estate professional who is focused on clients..., cash flow, risk management/insurance summaries, estate planning and tax planning. Offer and review insurance strategies...
) Certified Financial Planner (CFP) Preferred: Advanced degree such as master's in science of tax (MST), JD, or LLM Previous...Position Summary Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax...
Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance... with clients and their advisors to gather information needed to prepare tax returns Reviews individual, trust, estate, S-Corp...
Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance... with clients and their advisors to gather information needed to prepare tax returns Reviews individual, trust, estate, S-Corp...