Summary/Objective Reporting to the Managing Partner and Director of Financial Planning, the Tax Advisory Manager acts... as the client representative by advising the client on accounting and tax work completed within the respective departments...
Cain Watters & Associates, LLCSummary/Objective Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist... along with service requests related to our client’s investment accounts Serve as an onsite contact between CWA, our clients...
Cain Watters & Associates, LLC