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Bank of Ann Arbor

Ann Arbor, Michigan

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Bank of Ann Arbor

Ann Arbor, Michigan

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Bank of Ann Arbor

Ann Arbor, Michigan

Donatelli & Coules, Ltd.

Hinsdale, Illinois

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Alkon & Levine, PC

NEWTON, Massachusetts

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Fischer, Hayes, Joye & Allen, LLC

Salem, Oregon

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Gulf Coast Bank & Trust

Nationwide

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Fox & Company Wealth Management

Nationwide

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Busey

Champaign, Illinois

Confidential

Portland, Oregon

Emge & Whyte CPAs

Eugene, Oregon

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CLS FINANCIAL ADVISORS INC

Portland, Oregon

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Tax Associate/Planner
Arbor Wealth Management, a fee-only, fiduciary registered investment advisory firm located in Miramar Beach, FL is looking to expand our team with a new tax associate/planner as soon as possible. As a holistic wealth management firm, Arbor Wealth prepares client tax returns internally. In addition, we do extensive ongoing tax planning for clients throughout the year. This position is a tax associate/planner role, working with both our senior in-house CPA as well as internal wealth managers and financial planners.  If you are interested in tax planning/preparation for high net-worth individuals, this is the ideal position for you. You will never have to worry about business development, as your entire client base would exclusively be existing Arbor Wealth clients. 


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