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Client Relationship Management:
* Establish and maintain strong client relationships, acting as a trusted advisor on tax and accounting matters...
* Licensed CPA
* Tax return preparation & review, planning, and business consulting services
* Manage and develop client relationships, ensuring...
Key Responsibilities:
Manage Trust and Estate Accounts: Oversee and manage a portfolio of trust and estate accounts, ensuring compliance with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>SummaryLead the development and execution of the strategic direction of various advisory platform initiatives. Network extensively with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
p>Are you passionate about finance and providing exceptional client service? Are you a highly analytical and detail-oriented individual with...
We are seeking a dynamic and experienced Tax Senior to join our progressive Accounting and Finance team. This is a unique opportunity for a talented...
Position: Relationship Manager (Wealth Advisor)
Location: Atlanta, GA 30326 – On-site with Flexible Work Arrangements: Options for some remote...
