assets, stock compensation, and investment positions Experience with valuations for gift & estate, charitable contributions..., and valuations focusing on financial reporting and tax reporting. These services are provided to assist clients with mergers...
memoranda. This position is an excellent opportunity for someone with a strong interest in developing a career in real estate... tax and insurance projections to evaluate investment opportunities Assist with transaction due diligence including the...
damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning, as well as GAAP and tax-related..., dress for your day policy, robust CPA benefits, manager incentive bonus & more. The real bonus: working with an awesome team...
Director (with a strong dotted-line relationship to the Branch Manager), you will ensure goals and objectives support the... Manager. You will have a direct impact on business outcomes such as client retention, client satisfaction, improving AJG...
in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundation’s growth in DAF... and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals. Host...