CPA exam, EA or a licensed JD Experience preparing and reviewing returns Working knowledge of tax code and technical... and other professionals will support you and your development through: Exposure to strategic tax planning, business advisory and compliance...
as of December 31, 2024. Position: A Family Office Counselor is a dedicated tax and estate professional who is focused on clients... Advisors to provide holistic financial planning and comprehensive advisory solutions that will optimize inter-generational...
with Marmon Holdings tax team and third-party taxadvisors to support Federal, state, and local tax return preparation and related...&E policy and related systems/tools (Concur) and travel agencies. Oversees state sales and use tax reporting and compliance...
reporting, amongst other topics. Collaborate with various teams, including finance, tax, legal, investor relations... improvement. Participate in strategic projects, as necessary. Proactively work with auditors and advisors on key accounting...
Coordination: Work closely with external auditors and taxadvisors to facilitate a smooth audit process, providing all requested...Overview: Job Title: Regional Controller – Pacific (CPA) Location: Anaheim, CA (92807) Company: Apex Service...
's all about maintaining our reputation as trusted advisors by taking on bold initiatives and owning new challenges. Skills and attributes... for success Identifying and answering complex domestic and international tax issues Providing technical tax advice and planning...
degree and either J.D, LLB, CPA or CFP 5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning...
accounting (CPA) firm that provides audit and assurance services - and Grant Thornton Advisors LLC (not a licensed CPA firm... cross-industry clients at a national level required. CPA preferred or CPA in process preferred. Solid experience in the...
& estates, tax planning, financial planning, and related areas. The job requires working closely with advisors and clients...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning...
that provides audit and assurance services - and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides... experience with a mid-sized to large firm An active CPA license (required) Analytical, technical, and auditing skills...