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Marshall+Sterling Wealth Advisors, Inc.
Poughkeepsie, New York
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Director of Tax Planning
We are seeking an experienced CPA to lead our Tax Division, providing strategic oversight and hands-on management of all tax planning, Preparation, compliance, and advisory services. This senior leadership role will be responsible for managing a team of tax professionals, ensuring best practices in tax planning and compliance, and developing strategies to optimize clients’ tax situations as part of a holistic financial plan. This role requires a deep understanding of tax regulations, strategic insight, and a strong commitment to client service.
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