Answer inbound calls and emails with clients to resolve any issues, in a professional manner Accurately enter proprietary information into the system Ability to troubleshoot, independently Data entry Create and maintain records of customer interactions and transactions, including, but not limited to recording details of inquiries, filing complaints, writing thorough comme

Take over and continue the implementation plan developed by the current consultant. Consolidate data from two ERP systems into a data warehouse. Export data to the Adaptive system. Utilize DataBricks, Python, and Azure DevOps for the project tasks. Ensure the project is completed within the specified timeline. Requirements Proven experience as a senior Azure Architect and

Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation. Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation. Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accur

Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation. Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation. Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accur

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational

Performs monthly financial reporting tasks Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis Performs reporting and monitoring of actual and budget data in a timely and accurate manner Reviews product investment proposals to provide financial and operational