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Serve as primary relationship manager delivering customized wealth planning and investment strategies, onboarding new clients, coordinating across tax/legal/investment teams, mentoring colleagues, and driving client retention and AUM growth while supporting firm initiatives.

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.

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

Serve as lead tax advisor for high-net-worth individuals, families, and businesses. Manage client portfolio, provide tax planning and compliance, review and sign multi-entity federal and multi-state tax returns, supervise and mentor staff, conduct complex tax research, represent clients before tax authorities, and support client retention and firm growth.

Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.