Overview: The Referral Network Manager will oversee and grow the firm’s national referral network. This individual... will partner with firm leadership to optimize case intake, distribution, and tracking of referred cases, ensuring that referral...
insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational...: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted...
insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational...: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted...