- Deloitte (Miami, FL)
- …a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- BMO Financial Group (Naples, FL)
- …all aspects of Trust & Estate account management and administration to ensure compliance . Works collaboratively within the branch and the regional team as part of ... day to day technical support team members responsible for fiduciary account management. + Manages trust, agency or probate...role of trustee. + May act as the Relationship Manager to assigned clients and effectively interacts with others… more