Key responsibilities: Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities. Review and file a wide range of tax returns, ensuring accuracy, completeness, and timely submission across federal and multi-state jurisdictions. Collaborate with Wealth Advisors and internal teams to ensure tax strategies align with broader financial objectives.

Also on the board Same function, level within a rung

Level

Senior

Location

Hopkins, MN

Occupation

Tax Preparers

Industry

Tax Preparation Services

Posted

4 days ago

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