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Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual, business, trust, and fiduciary matters while integrating tax with overall financial planning. You will plan ahead for clients, oversee financial affairs, coordinate with attorneys and investment advisors, and take ownership of engagement economics.

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Level

Senior L5

Location

New York, NY

Occupation

Tax Preparers

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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