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Serve as lead tax advisor for ultra-high-net-worth families: develop multi-year tax strategies, lead year-round planning (entities, estate, charitable, liquidity), identify cross-border issues, coordinate compliance and outside advisors, oversee tax exams/controversies, manage and mentor tax team, and ensure tax advice is integrated with overall family office planning.

Prepare and deliver comprehensive financial plans using eMoney and analysis tools; partner with advisor teams to implement strategies, mentor planners, support client-facing activities, and improve processes while maintaining high accuracy and client retention.