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Provide tax services including preparation and review of individual, trust/estate, and gift tax returns; tax projections and notice resolution; multi-state filing analysis; collaborate with advisors on strategic tax planning; client-facing communication and issue resolution.

Prepare and review individual federal, state, and local income tax returns, perform tax projections and analysis, resolve tax notices, participate in tax strategy discussions with clients and advisors, and provide client-facing tax services and support to the financial planning team.

Manage preparation and review of individual, trust, estate, and gift tax returns; perform tax projections, analysis, and notice resolution; collaborate with advisors on strategic tax planning; provide client-facing tax services and mentor staff.

Prepare and review individual, trust, estate, and gift tax returns; perform tax projections and compliance; resolve notices; collaborate with advisors on tax strategy; provide client-facing tax services and support.

The Regional VP, Wealth Management Consultant engages with qualified prospects, providing financial advice and guiding clients along their investment and retirement planning journey, while collaborating with internal advisors to achieve new business growth.

Lead complex, multi-disciplinary wealth planning engagements for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, philanthropic, liquidity, and succession strategies; produce tailored financial plans using eMoney and MoneyGuidePro; serve as client-facing subject matter expert; collaborate with advisors and specialists; mentor junior planners; and contribute to firm-wide planning tools and best practices.

Lead complex, multidisciplinary wealth planning for high- and ultra-high-net-worth clients. Design and implement advanced estate, tax, succession, liquidity, and philanthropic strategies. Produce client-ready plans using eMoney and MoneyGuidePro, join meetings as subject-matter expert, mentor junior planners, and collaborate with advisors and internal teams to deliver cohesive, high-touch solutions.

The Tax Advisor prepares individual income tax returns, analyzes tax notices from agencies, and collaborates on tax strategies with clients and advisors.

Serve as a primary advisor managing a high-volume client base, delivering comprehensive financial planning, leveraging firm tools and integrated services (estate, insurance, tax), maintaining strong in-office leadership, using CRM-driven activity management, and adopting technology to scale client engagement while meeting daily activity and documentation standards.

The Tax Manager will oversee tax services like income tax preparation, projections, and analysis while supporting client-facing activities and strategic tax planning with financial advisors.