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Exciting opportunity to lead the financial planning team at a successful firm in Columbus, OH.
Fostering relationships with CPA Partners and helping identify their existing clients who need the solutions we can provide
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams.
Supervise staff, tax returns, payroll tax filings, income tax projections, review monthly and quarterly financial statements, administer trusts, etc.