- Wipfli LLP (South Portland, ME)
- …Responsibilities: + Facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients + Evaluate the tax ... for engagement and year-end performance reviews + Research and consult on various tax matters, primarily in Sub-chapter K- Partnership taxation; utilize tax… more
- Eastern Bank (Kennebunkport, ME)
- …with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops and maintains strong ... with high-net-worth individuals and families, privately held businesses, private partnerships , and non-profit organizations. + Knowledge of banking, lending, and… more
- H&R Block (Kennebunk, ME)
- …and accelerate their seasonal tax business by managing a single H&R Block tax office. You'll serve as the front-line manager to provide leadership and ... and managing office community involvement + Assist the District General Manager in recruiting and interviewing candidates for tax office associate… more
- H&R Block (Biddeford, ME)
- …the customer-centric teams in the offices you manage to accelerate their seasonal tax business. You'll serve as the front-line manager responsible for leadership ... as a Multi-Unit Team Leader, you'll provide leadership over three H&R Block tax offices. Using your people management experience and passion for helping people,… more
- KeyBank (Portland, ME)
- …duties and responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs. + Facilitate the ... estate, tax , and philanthropic planning process for all relationships regardless...+ Leads the onboarding process for new clients in partnership with the Family Wealth team. + Demonstrates community… more