and compliance. BS/BA degree in Accounting, JD, or LLM (Master in Tax preferred). An understanding of the concepts of Estate, Trust... Axcess preferred). You Will: Provide tax compliance and consulting services to our Estate, Gift, and Trust clients...
expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients... of tax consulting and compliance services to the client. Establish relationships with estate attorneys and other advisors...
opportunities in this Principal or Signing Director role: Consult clients by delivering a full range of gift, estate, and trust tax..., for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting...