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The Tax Senior Manager will build and maintain client relationships, oversee tax planning and compliance, and lead a tax client service team while coaching team members.

Manage client service team workflows and provide analytical, operational, and administrative support for client acquisition, implementation, and retention. Execute time-sensitive requests (trades, wires), coordinate with custodians, maintain CRM data, prepare client deliverables and analyses, recommend portfolio adjustments with the team, support tax coordination, and assist with advanced financial analyses like tax-loss harvesting and equity compensation.

Lead budgeting, forecasting, and management reporting processes; build and maintain financial models and multi-year forecasts; partner with department leaders on assumptions and performance; prepare executive materials and compensation/equity analyses; identify process improvement and automation opportunities using Excel, DataRails, Power Query, Power BI, VBA, and AI tools.

The Advisor manages client service teams, oversees client portfolios, conducts financial analysis, and collaborates with team members to deliver comprehensive wealth management services.

The Lead Advisor will manage client relationships and financial plans, focusing on investment, estate, and tax planning, while cultivating community relationships and team collaboration.

As a Lead Advisor, you will serve as a Personal CFO for clients, managing their wealth management plans while ensuring high satisfaction and retention through exceptional service and community engagement.

Advisors manage client teams, provide financial and analytical support, strategize client service, and mentor team members. They conduct portfolio reviews and client meetings, ensuring timely communication and execution of financial strategies.

The Lead Advisor acts as a Personal CFO, managing client wealth management plans, and leading team efforts to ensure high client satisfaction and retention while expanding community relationships.

Advisors manage client service teams, provide financial planning and investment strategies, analyze client data, and train team members.

The Lead Advisor serves as a personal CFO, managing client relationships and wealth management plans, while also expanding community ties and leading service teams to ensure client satisfaction.