Build and review multi-year client tax plans and individual income tax returns; partner with wealth advisors to implement tax-efficient strategies (Roth conversions, tax-loss harvesting, charitable giving); communicate tax concepts to clients/advisors; maintain accurate billing and client records; help scale and improve the in-house tax practice.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.