Teams at Boeckermann Grafstrom and Mayer

Manage a select group of wealth-management clients, provide financial planning guidance, discuss investment strategies, and ensure compliant, high-quality service. Develop new business through prospecting, referrals, cross-selling, marketing initiatives, and relationship building with centers of influence. Mentor Service Advisors and Paraplanners, support client meetings, lead internal education, and help grow firm revenue and service offerings.

Prepare and review complex federal and multi-state tax returns for businesses, fiduciaries, and individuals. Provide tax planning, research, projections, compliance support, and responses to taxing authorities. Analyze financial statements, identify tax opportunities, advise clients, improve internal processes, and guide less-experienced team members while collaborating with Partners and other professionals.

Leads the organization’s SOC delivery function, performing SOC 1, SOC 2, and SOC 3 examinations, evaluating IT controls, identifying risks and control gaps, documenting evidence, and communicating recommendations to clients. The role will build the SOC department, develop processes and audit programs, manage client engagements, and eventually hire, train, and supervise audit professionals. Responsibilities may also include business development, marketing, and networking.