- Wells Fargo (Minneapolis, MN)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services ... income tax returns, accountings, etc ). **Required Qualifications:** + 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a… more
- Wipfli LLP (Minneapolis, MN)
- …attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax ... returns. + Lead day-to-day client relationships, supporting partners with service execution...engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement… more