Teams at Annex Wealth Management, LLC

Support insurance and annuity planning within a fiduciary wealth-management framework. Responsibilities include reviewing policies, assessing coverage gaps, analyzing costs and performance, obtaining illustrations, preparing client-specific comparisons, supporting insurance strategies, assisting advisors, improving processes, and staying current on products and regulations.

Prepare individual tax returns using CCH Axcess, support estimated payments and withholding calculations, and develop proactive tax strategies such as Roth conversions, charitable giving, equity compensation, and capital gain harvesting. Collaborate with financial advisors, learn financial planning software, stay current on tax law, and potentially advise wealth management clients. The role includes mentorship, ongoing education, and no sales or time-tracking responsibilities.

Manage complex individual tax return reviews, develop tax planning strategies for high-net-worth clients, collaborate with wealth managers and financial planners, educate clients on tax matters, maintain tax expertise, and adopt technology to improve preparation and planning efficiency. The role requires no sales or business development responsibilities.