Top Hybrid Finance Jobs in Milwaukee, WI
As a High Net Worth Tax Planning Consultant, you will collaborate with CPA team members to design and implement financial plans for high-net-worth clients. You will analyze clients' financial situations, provide recommendations, and assist in delivering comprehensive financial solutions with an emphasis on tax optimization and estate planning.
The Senior Accountant, Tax oversees tax compliance and advisory for high net worth clients, managing client relationships, reviewing tax returns, leading service execution, researching technical tax matters, and participating in business development efforts. The role also involves mentoring junior staff and ensuring adherence to tax provision and accounting standards.
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