Teams at Aspiriant

Prepare and review individual and entity tax returns, estimates, projections, and tax planning work. Research technical tax matters, support audits and notices, manage client engagements, communicate recommendations, and maintain accurate confidential records. Partner with wealth managers and clients, identify planning opportunities, improve workflows, and mentor developing team members. The role requires strong taxation knowledge, analytical ability, organization, communication, and experience serving high-net-worth clients.

Supports ultra-high-net-worth wealth management clients by preparing net worth statements, cash flows, tax projections, financial plans, and capital sufficiency analyses. Coordinates work across tax, accounting, banking, and investment advisory teams; reviews tax materials; gathers client information; communicates with clients and advisors; and supports client meetings, preparation, and follow-up.

Supports wealth management managers and directors by preparing financial plans, net worth statements, cash-flow projections, investment policy statements, meeting materials, and client communications. Participates in client meetings, presents financial planning concepts, monitors follow-up actions, and coordinates with internal teams. The role also supports process improvement, CRM and client onboarding, business development, and events involving centers of influence and prospective clients.