taxadvisors and authorities as needed Train and mentor junior tax team members Keep up-to-date with changes in tax laws... Qualifications: Bachelor's degree in Accounting, Finance, or related field CPA license preferred Minimum of 5 years of tax...
or email. Who You Engage With: You work with the Customer Care Advisors, Store Supervisors, Route Supervisor, Retail Teams Leader... to Melio or CPA/bookkeepers and submit manual checks after gaining approval from Owner. Fix any Timeclock errors. Sort/open...
include delivering sensitive messages and guidance about: Partner earnings Retirement savings options Tax planning..., analyze, and resolve complex needs. Keep up to date on changes in tax laws, partnership agreements, processes or information...
Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates..., and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value...
external auditors and tax practitioners. Prepare and review materials valuable for business management, internal stakeholders... and meeting time-sensitive deadlines Preferred Qualifications, Capabilities, and Skills: CPA certification Proficiency...
with senior advisors at both our Tolland and Pomfret offices. In addition to competitive compensation and benefits...: You will work with all firm team members to execute financial plans and partner with external professionals on legal and tax...
stock, and real estate Works with co-fiduciary, attorney and Certified Public Accountant (CPA) to consider all tax... collection and review of tax records for decedents;work with tax partner and/or outside taxadvisors and trust counsel...
for clients. As the Associate Wealth Advisor, you will support Senior Wealth Advisors in client meetings to understand each client... – and support existing client relationships in conjunction with senior advisors at both our Tolland and Pomfret offices. In addition...
strategic advice for clients. As the Associate Wealth Advisor, you will support Senior Wealth Advisors in client meetings... of existing financial plans – and support existing client relationships in conjunction with senior advisors at both our Tolland...
existing client relationships in conjunction with senior advisors at both our Tolland and Pomfret offices. In addition... with external professionals on legal and tax planning. Compliance: As an Advisor you will comply with all firm, FINRA, SEC and RIA...