AdamsBrown, LLC Benefits Overview

Supports wealth advisors by managing and rebalancing client portfolios, executing securities transactions, maintaining trade and compliance documentation, monitoring performance and market trends, and preparing portfolio reports. The role collaborates with advisors and investment leaders, participates in investment committee activities, researches investments, supports client communications, and may contribute to investment strategy development. Requires strong analytical, research, communication, compliance, and problem-solving skills.

Processes payroll data, wage and overtime calculations, deductions, advances, and employee record changes. Reviews timekeeping records, updates pay and tax information, maintains attendance records, and supports client payroll needs. The role requires confidentiality, organization, communication, Excel proficiency, and occasional overtime and travel.

Prepare tax returns and related work papers for closely held businesses, perform tax research and account analyses, compile financial records, maintain billing/time records, and support client service and compliance requirements.