To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer estates, manage outsource estates administration partners. Assume responsibility for the Le
To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer estates, manage outsource estates administration partners. Assume responsibility for the Le
In this position you will be reporting to the Director. Your duties will include but not limited to:
clients Ensure that all lists are given to relevant Directors in advance to make notes Assist with the calculation of the relevant director. Monitor the submission of returns for the relevant director(s) ensuring that
for all the directors Ensure that all tax queries and compliance matters for the directors of PKF(PE) matters Ensure team members meet with respective Directors on unsubmitted lists Compliance with the firm's
presentation, analytical, and problem-solving skills. Creative, innovative thinking, and adaptability. If you
specialists and service providers Excellent and creative marketing skills Willingness to be trained and
specialists and service providers Excellent and creative marketing skills Willingness to be trained and
satisfactory product presentations from Workshop level to Director level. Successfully learn and teach the company's
satisfactory product presentations from Workshop level to Director level. Successfully learn and teach the company's