! Guerra Wealth Advisors is seeking a detail-oriented and proactive Tax Planning Associate specializing in personal... here! Objectives and Responsibilities Implement strategies such as Roth conversions, capital gains tax planning, and tax loss...
Tax, Trusts & Estates Associate (Florida, NJ, or NY) Salary Range: $225k to $315k We are looking for a Tax, Trusts... & Estates Associate with a minimum of 3 years of experience to join our offices in Florida, New Jersey, or New York. An LL.M. in...
Responsibilities: Prepare tax returns for individuals and businesses according to federal, state, and local tax laws... Review tax returns for accuracy and identifying issues that may require additional research or explanation to the client...
60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax... with appropriate state, federal and international tax jurisdictions Participate in tax planning and research Initiate and develop...
. Experience in high-net-worth trust and estates administration, estate planning, probate, gift tax, asset protection, succession... planning, federal estate tax returns preferred Must have strong interpersonal skills, ability to work in a positive...
. Experience in high-net-worth trust and estates administration, estate planning, probate, gift tax, asset protection, succession... planning, federal estate tax returns preferred Must have strong interpersonal skills, ability to work in a positive...
to ensure proper staffing Set priorities for planning activities for assigned team Allocates workforce development... required. Comfortable with use of Media Equipment. EDUCATION Associate's degree in Organization Development, Training, Human Resources...
character as opposed to routine mental, mechanical, manual, or physical work. This is a temporary position in the Planning... consultation necessary to receive project clearance; implementing Ad Valorum Tax Program and Transfer of Development Rights...
associate or bachelor's degree in accounting or finance. - Work experience in related field Preferred - Proficient in... accounting software and spreadsheet applications such as QuickBooks, Excel, etc. - Familiarity with accounting standards, tax...