What is this job about? The Tax Specialist is responsible for providing proactive support for tax information... review of trust tax returns through use of the Tax Controls program. As part of the Tax team, plays a role in the completion...
—and friendly— wealth management and financial planning firm. The Financial Planning & Operations Specialist will elevate the client... and servicing advisors, which includes but is not limited to client meeting prep, performance report creation, client tax and estate...