Our Personal Financial Services (PFS) professionals are supported by nationally sponsored world-class technology and tools and a consistent process to deliver high quality output. Our professionals provide services in the following areas individual financial planning for high-net-worth individuals and executive groups individual and fiduciary income tax planning and compliance for our clients. We currently have an excellent career opportunity for a Personal Financial Services Senior. Using cutting-edge technology and working with team-oriented colleagues the successful candidate will participate in and supervise multiple and challenging financial counseling engagements that serve our clients overall financial needs as well as secure and analyze client data used in tax planning and the preparation and or review of tax compliance products. This position offers excellent opportunities for learning and career advancement to the right candidate. Responsibilities...
Category: Financial Services
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