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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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The role requires a strong foundation in estate planning, tax law, probate law, and trust law, along with the ability to handle complex planning strategies for high-net-worth individuals and families.
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Duties: Perform tax preparations for individuals and business Perform payroll responsibilities Utilize tax prep software Requirements: Knowledge of individual and business tax prep Familiarity with Drake, Patriot preferred Prior experience preferred Apply now.
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The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering Deposit products, lending, and products and services from Flagstar’s broader offerings.
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AGM Management is currently accepting resumes for an experienced Affordable Housing Compliance and Training Specialist to assist with the Project Based Section 8 and Low-Income Housing Tax Credit Regulations.
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Knowledge, Skills and Abilities: Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Responsibilities: Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
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Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields.
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NET Core 2Linux RPM generationC# Application softwareC. NET Framework 4. Python, Java or Perl. One or more modern web development technologies such as Web Components, Polymer, Angular, React or Vue.js (i.e. HTML, CSS, JavaScript.
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Wealth Management Advisor II - Eastern MichiganLOCATION. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
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Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Job Description & Requirements Specialty: Interventional Radiology Technologist Discipline: Allied Health Professional Start Date: 09/09/2024 Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel RTG Medical-Allied Job ID nv2q7.
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Assist in driving our Net Promoter Score (NPS) and other selling and service metrics such as conversion, average dollar per transaction, average unit retail, etc. We're on the lookout for enthusiastic Seasonal Retail Associates to join our team at Somerset Collection Mall for the holiday season (mid-August to January.
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A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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Background: 3+ years' experience as a real estate/corporate paralegal Initial review of title and survey documents Drafting formation, transaction and closing documents HUD multi-family/multi-unit dwellings FHA loan closings, Tax credit programs College degree required.
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Recognized expertise in managing the estate planning needs of high-net-worth individuals. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
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We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine's "100 Best Companies to Work For," and "20 Best Workplaces in Consulting & Professional Services.
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wealth net worth tax jobs Company: Jcw in Troy, MI
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