- Grant Thornton (Baltimore, MD)
- As the Private Wealth Services Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax...tax accounting/technology skills + You have exceptional client service and communication skills with a demonstrated ability to… more
- Grant Thornton (Baltimore, MD)
- …solution families, State and Local Tax , International Tax , and Private Wealth Service lines. ESSENTIAL DUTIES AND RESPONSIBILITIES + Reviewing ... LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a… more
- UMB Bank (Annapolis, MD)
- …I** **I** , you will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be ... escalations. + You will manage unique assets held in Private Wealth accounts, including real estate, oil/gas,...service providers. + You will help identify value-added services that Personal Trust and Custody can provide. +… more