• Tax Supervisor

    Robert Half Finance & Accounting (Bridgewater, NJ)
    …savings for clients. * Participate in planning and implementing tax strategies for estates and trusts. * Review and interpret trust documents to ascertain ... Description Responsibilities: * Oversee and manage the preparation of tax returns for individuals, trusts, and entities. * Deliver...tax implications. * Partner with clients and other professionals to gather necessary… more
    Robert Half Finance & Accounting (09/11/24)
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  • Wealth Planner

    Bank of America (Toms River, NJ)
    …They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also ... relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access… more
    Bank of America (09/21/24)
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