. We want to see you sparkle! Through regular 1-1’s with your manager, a variety of training opportunities, and an annual 360...% employer-paid. Pre-Tax Commuter Benefits. More About Us At , our mission is to cultivate a more transparent, sustainable...
is a strong leader and project manager with a proven ability to manage complex initiatives, deliver high-quality work, and influence... designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing...
, you will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client... experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings) for three offices. Prior tax...
, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition... materials, oversight of the shelf space in the chain territory manager's accounts, consistent communication with the...
, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses... a deep understanding of tax and trust & estate laws and must be able to communicate that knowledge in a simple, non-technical...