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Prepare and review complex tax returns for individuals and businesses, assist with year-end calculations, and provide excellent client service.

The Tax Administrative Associate will support a tax team with client matters, prepare tax returns, and answer client inquiries while ensuring compliance and effective communication.

The Senior Tax Associate prepares and reviews complex tax returns, supports the tax team with client inquiries, and provides exceptional service to high-net-worth individuals.

The Senior Wealth Planner manages client relationships, develops personalized wealth strategies, leads meetings, and collaborates across departments to ensure optimal client outcomes and satisfaction.

Lead multi-state tax compliance (SALT) and federal/state filings across 20+ jurisdictions; manage ASC 740 income tax provision and deferred tax analyses; own tax notices, nexus tracking, sales and property tax; support M&A tax due diligence and Form 8594 preparation; manage partnership K-1s and basis schedules; identify tax credits and insource processes to build a scalable tax function.

Design and maintain data models, build and optimize data pipelines and database infrastructure, integrate data with BI tools, ensure data quality and governance, troubleshoot performance and downtime, and collaborate with stakeholders to deliver reliable analytics and reporting.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account/custodian tasks, maintaining CRM, preparing meeting materials, conducting research, and presenting recommendations to help clients meet financial goals.

Design and deliver training, documentation, and enablement for the firms productivity and AI-enabled collaboration stack. Build onboarding programs, maintain an AI resource hub and prompt libraries, run trainings and pilots, track adoption, and partner with IT, security, HR, and business teams to translate platform capabilities into practical, repeatable workflows.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

Serve as primary relationship manager delivering customized wealth planning, onboarding new clients, leading meetings, coordinating cross-functional teams, mentoring colleagues, and growing assets under management while ensuring exceptional client outcomes and retention.