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Manage end-to-end onboarding for new clients and accounts, including paperwork, wealth management agreements, custodial forms, signatures, account setup, funding, ACATs, rollovers, and wires. Coordinate with clients and internal teams, resolve questions, verify information, and ensure timely, accurate completion of onboarding activities while maintaining confidentiality.

Manage end-to-end onboarding for new wealth management clients and accounts, including paperwork, custodial forms, signatures, asset transfers, ACATs, rollovers, wires, account setup, and funding. Coordinate with clients, client service specialists, custodians, and internal teams to resolve questions and complete onboarding accurately and on time. The role requires strong organization, client service, confidentiality, and financial operations experience.

Oversee end-to-end onboarding for new clients and accounts, including account setup, paperwork, signatures, funding, ACATs, rollovers, and wires. Coordinate with clients and internal teams, resolve questions, maintain accurate documentation, and ensure timely completion of onboarding activities while protecting confidential information.

Manage end-to-end onboarding for new wealth management clients and accounts, including paperwork, signatures, account setup, funding, ACATs, rollovers, and wires. Coordinate with clients and internal teams, resolve questions, gather information, and ensure accurate and timely completion of onboarding activities.

Supports wealth management and financial planning activities for high-net-worth clients. Responsibilities include preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical skills, confidentiality, client service, and familiarity with financial planning, investments, insurance, estate planning, and taxes.

Prepares and reviews individual, trust, estate, gift, foundation, and business tax returns for high-net-worth clients. Responsibilities include tax research, analyzing client financial data, maintaining organized tax files, responding to federal and state notices, supporting tax planning, and staying current on tax legislation. The role requires strong accounting and tax knowledge, attention to detail, communication skills, and the ability to manage multiple deadlines in an onsite office environment.

Manage sophisticated tax compliance, advisory, estate and trust planning for high-net-worth clients. Review tax returns, address notices and audits, research tax law, develop strategies, manage client relationships, support business development, provide training, and supervise team members. The role requires specialized oil and gas tax experience, including depletion, depreciation, dry hole costs, IDC, and AMT adjustments.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, maintaining documents, and assisting with firm initiatives. The intern applies basic knowledge of investments, insurance, taxes, retirement, estate planning, and cash flow while providing professional client service and maintaining confidentiality.

Supports wealth management teams serving high- and ultra-high-net-worth clients by preparing financial planning materials, projections, cash flow reports, budgets, and estate planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, risk management, gifting, and education. The intern also researches planning topics, manages documents, assists with client meeting templates, and contributes to firm initiatives while maintaining confidentiality and professionalism.

Supports wealth management teams by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, education, and charitable giving. Assists with customized financial planning templates, conducts research, manages confidential documents, and contributes to firm initiatives while providing professional client service.