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Wealth Transition Services Tax Manager A typical day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based from the tax perspective on
Wealth Transition Services Tax Manager A typical day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based from the tax perspective on
Essential Duties and Responsibilities: - Build and maintain knowledge base in SharePoint. - Build document management processes and procedures. - Assess knowledge base needs, inaccuracies, gaps; work quickly to resolve and make content current. - Work