WE ARE LOOKING FOR Professional experience working with Grantor Retained Annuity Trusts (GRATs) Solid Excel and PowerPoint skills Excellent...
Department of Social Services. Drafting wills, revocable and irrevocable trusts, powers of attorney, health care proxies...
fund counterparties, including closed-end funds, mutual funds, real estate investment trusts and various fund managers...
retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits...
with a strong performance track record Comprehensive investment knowledge, experience with trusts (as sole or co-trustee...
investment management agreements for managed vehicles such as collective investment trusts and private fund vehicles...
businesses, individuals and families, and estates and trusts. We have been voted as the best place to work for multiple years...
. Experience: 3-5+ years of tax preparation experience in private companies, high net-worth individuals or trusts within a CPA firm...
or trusts within a CPA firm. Certifications: CPA preferred Tax Related Skills: Well versed in tax for individuals...