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.

The Senior Tax Accountant will prepare and review accounting, client tax returns, and provide tax planning while collaborating with team members.

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.