Client-facing role supporting senior advisors in financial planning, client relationship management, investment research, and implementation. Prepare meeting materials, analyze retirement, tax, estate, and risk strategies, respond to client inquiries, and collaborate with operations and compliance. Gradually assume ownership of smaller client relationships and contribute to firm growth.

The Senior Accountant manages complex engagements, mentors team members, communicates with clients, and develops functional specialization while supervising and planning engagements.