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Develop and manage a regional sales pipeline to acquire and convert wealth management clients. Engage prospects via Zoom, phone, and in-person, craft tailored solutions using firm resources, and drive client-focused growth while collaborating across teams and representing the firm.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

The Tax Manager will lead client relationships, prepare tax returns, manage tax projections, and mentor junior staff while ensuring compliance for high-net-worth clients.

The Tax Manager leads client relationships and prepares tax returns and projections for high-net-worth clients, ensuring compliance and clear communication.

The Wealth Advisor builds client relationships, identifies financial goals, and develops tailored recommendations while ensuring compliance and acting as a fiduciary. They leverage in-house experts for comprehensive financial solutions.

The Tax Associate prepares tax returns and projections for high-net-worth clients, coordinates workflows, and keeps updated on tax laws.