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The Wealth Planner supports a Wealth Advisor by managing client relationships, developing customized financial plans, and ensuring excellent client experiences through effective communication and planning.

We are seeking a Senior Tax Accountant with at least 7 years of experience in public accounting to prepare and review tax returns and provide solutions for clients.

The role involves engaging with high net worth clients, supporting growth initiatives, managing prospect pipelines, and reporting business development metrics.

The Tax Administrative Assistant provides clerical and administrative support to the Tax Administrator, managing client documents, assembling tax returns, maintaining files, and ensuring efficient office operations during tax seasons.

The Wealth Advisor manages client relationships, develops personalized wealth planning strategies, ensures client retention, and collaborates across departments to meet client needs.

The Senior Tax Manager will oversee tax return preparation, manage client relationships, review accounting work, train staff, and ensure compliance with multifaceted tax regulations. Experience in real estate partnerships is required.