A professional services firm in New York City is actively seeking an experienced professional to join their staff as their new Private Wealth Senior / Manager / Senior Manager. Responsibilities The Private Wealth Senior / Manager / Senior Manager will: Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client Complete other tasks as assigned Qualifications Bachelor's degree in accounting, finance, or other business-related field 2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns One of the following accreditations obtained, in process, or willing/able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent Experience managing projects, including scheduling, budgeting, client correspondence, and billing Experience reviewing trust documents Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills Strong communication, interpersonal, and organizational skills Tandym Group
...May provide specialized counseling and support. Serves as a member of the interdisciplinary... ...: Licensed Graduated Social Worker (LGSW) Licensed Independent Social... ...Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability...
...ABOUT THE CHILDRENS MUSEUM The Childrens Museum of Manhattan is dedicated to inspiring children and families to learn about themselves... ...at home and at school. ABOUT THE POSITION As a Museum Educator you will facilitate a variety of programs at the Museum and in...
...SAPSOL Technologies Inc. is looking for recent degree holders who are passionate about SAP and eager to start their careers as SAP FICO Consultants. If you are a recent graduate or someone with little to no prior work experience and you have a passion for SAP and are...
...Description JOB DESCRIPTION Optimus Property Management, LLC ( a Real Estate Investment and Property... ...City, CA, is seeking a full-time On-site Property Manager to join our growing team... .../dryer. The Property Manager would live on-site and manage a portfolio of units...
...Urban Ltd. seeks talented landscape architect/designer with up to three years' experience to work in their Annandale, VA office. Urban is a well-established, industry-leading land development firm with marquee projects in the Washington DC Metro region. Qualified candidates...