Position Opening: Tax Manager – High Net Worth

…Possess strong technical skills in accounting and tax preparation (inidividual taxation, multi-state taxation, trust and/or estate) › Working knowledge of US Tax Code and technical aspects of tax preparation and…

Stephanie M. Casey

…includes planning for succession and liquidity events for closely held business owners, management of retirement accounts to maximize after tax returns, planned charitable giving, and education planning, including funding strategies….

Ginny Graef

…Firm’s Family, Executive & Entrepreneur Advisory Services (FEEAS) team and leads the Estate Tax practice. Her areas of expertise include income, gift, trust and estate tax compliance and planning services….


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