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Senior Tax Strategy & Client Advisory Director

Closers IO, Inc.

Closers IO, Inc. is seeking a Director of Client Advisory & Operations for Tax & Wealth Advisory, remote across the United States. You’ll serve as the primary strategic advisor for a portfolio of high-net-worth clients, guiding them from onboarding through year-end planning and filing season. Translate tax plans into execution calendars, lead recurring client planning calls, and advise on entity structuring, real estate, charitable planning, retirement and cash-flow. #J-18808-Ljbffr Closers IO, Inc.

Vacancy posted more than 2 months ago

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