Tax Services Manager
Hub International(25 days ago)
About this role
A Tax Services Manager at HUB Tax Advisory supports wealth management by providing tax expertise for high-net-worth clients and integrating tax strategies with investment advice. The role is part of HUB Retirement & Private Wealth, emphasizes client service and collaboration with advisory teams, and offers professional growth within a national insurance and benefits firm.
Required Skills
- Tax Preparation
- Tax Planning
- Estate Planning
- Gift Tax
- Trust Taxation
- K-1s
- Retirement Planning
- Tax Research
- Client Relations
- Financial Statements
+3 more
Qualifications
- Bachelor's Degree in Accounting or Finance
- CPA (preferred)
- EA (preferred)
- Active PTIN
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
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