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Job Description:  The primary purpose of the Senior Tax Accountant is to manage the Tax team by preparing moderately complex to complex tax returns and tax research, placing the needs of the client first and providing exceptional service every single time. As this role is an integrated part of the wealth management process, it is expected that the Senior Tax Preparer work closely with the advisors and staff to prepare and execute the tax portion of financial plans. Secondary to this role is the management ...read more