About this role
Position Summary: Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities
• Preparation and review of personal and fiduciary income tax returns including multi-state filings • Preparation and review of tax projections for planning and estimated taxes and other tax planning • Respond to tax notices and assist with tax audits • Tax research and special proje