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Middlesex Savings Bank

Wayland, Massachusetts

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Middlesex Savings Bank

Hopkinton, Massachusetts

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Independent Bank

White Cloud, Michigan

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Middlesex Savings Bank

Maynard, Massachusetts

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Busey

Creve Coeur, Missouri

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Busey

Urbana, Illinois

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Independent Bank

Clio, Michigan

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Independent Bank

Carson City, Michigan

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Middlesex Savings Bank

Bellingham, Massachusetts

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Independent Bank

Holland, Michigan

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Independent Bank

Portland, Michigan

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Middlesex Savings Bank

Medway, Massachusetts

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The National Bank of Indianapolis

Indianapolis, Indiana

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The National Bank of Indianapolis

Indianapolis, Indiana

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Bank of Ann Arbor

Ann Arbor, Michigan

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Busey

Champaign, Illinois

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Independent Bank

Bay City, Michigan

FORRESTER, HART, BELISLE & WHITAKER, PL.

Fort Myers, Florida

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Ellenton CPA LLC

Bradenton, Florida

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Gulf Coast Bank & Trust

Scottsdale, Arizona

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Gulf Coast Bank & Trust

Nationwide

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Gulf Coast Bank & Trust

Baton Rouge, Louisiana

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Ellenton CPA LLC

Bradenton, Florida

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Independent Bank

Brighton, Michigan

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Tax Specialist
 Role and Responsibilities Oversight of all tax filings for a current client roster of 12 families. Responsible for assuring that all tax filings are completed in a high quality, timely (by the IRS imposed deadlines or sooner) and efficient manner. G1 does not prepare tax returns; the Tax Manager would be G1’s primary point person for our various external accounting firms, which are typically the well-known medium to large accounting firms. These firms have dedicated accounting teams assigned to G1 and its families. Types of Returns: 1040’s, 1041’s, 1065’s, 1120-S’s, 1120-C’s, 990-PF’s, 709’s, 706’s, as well as SALT filings. There are some, but very few, international filings as well (ex:  Canadian income tax return). The


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