• Preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
• Conduct basic tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
• Communicate with the team to ensure all relevant information is collected or addressed while managing competing priorities
• Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
• Support the partner team in the development and planning of practice strategy, objectives, and budgets

Tax Associate, Private Client Advisors

Tax Senior Associate, Privately Held Business