- Huntington National Bank (St. Paul, MN)
- …and planning issues for client proposals and presentations. + Deliver financial planning education to advisors and partners. Develop advisors' understanding ... of the value of financial planning . + Introduce practice management techniques to enhance advisors' planning and advisory books of business. + Build… more
- Deloitte (Minneapolis, MN)
- …the best outcomes for your clients? Are you curious about the IRS's new centralized partnership audit regime and how it might apply to passthrough taxpayers? If you ... Responsibilities will include: + Pre-examination audit readiness analysis + Examination planning and representation + IRS Appeals representation + Drafting and… more