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Responsible for the planning, development and execution of the client tax engagement process for high net worth clients. Research and consult on various estates, gift and fiduciary tax-related issues...
Have high level of knowledge of emerging business / industry trends, competitive direction and product direction.
Must have a strong understanding of the Data & Technology flow from reporting perspective; understanding of statistical concepts related to risk & regulatory modeling...
The Engagement Manager is responsible for all client interfaces within the assigned account scope; the EM works together with his manager to build an account plan and is responsible for client managem...
Works effectively to support growth in all segments of products/service offerings to maximize and capitalize on the opportunities to cross sell & penetrate assigned firms/institutions...
Manage the overall operational deliverables between IKS and the customer to ensure high levels of customer satisfaction and mutual success, Working with the delivery teams to resolve operational issue...
You will consult with this customer on the Salesforce Platform to evangelize solutions that will help them reach their business goals and blaze new trails within their organizations...
Complies with all applicable federal, state and local laws and regulations, and follows all Planned Parenthood Federation of America (PPFA) Standards and Guidelines as well as all affiliate policies a...
Familiarity with principles of quality assurance/ risk management and modern management practices and principles. Ability to obtain and maintain the necessary certifications in accordance with complia...
Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.Create an environment where people and technology thrive toge...