Tax Alchemy

• Directly manage and mentor a team of internal tax preparation professionals
• Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams
• Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams
• Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts
• Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws
• Serve as a final point of review for returns and a technical resource for the team on complex tax issues
• Evaluate existing tax preparation workflows, identifying bottlenecks and opportunities for increased efficiency and accuracy
• Leverage technology and automation to enhance the tax compliance process, from document collection to final filing
• Create training materials and lead sessions to ensure all team members are proficient in new workflows and software
• Manage and coordinate tax audits, inquiries, and correspondence with tax authorities
• Act as a technical liaison between clients, tax authorities, and internal teams
• Collaborate with other departments within the company to ensure a holistic approach to client service

Tax Manager

Vice President

• Act as a secondary point of contact for clients, reinforcing and advancing the strategic direction set by the Lead Advisor
• Participate in all client communications, ensuring continuity, clarity, and follow-through
• Prepare and deliver client communications including:
• Meeting recaps
• Action plans
• Status updates
• Ensure clients experience a seamless, proactive, and highly organized advisory relationship
• Translate high-level advisory direction into:
• Clear action items
• Structured workflows
• Defined deliverables
• Coordinate across multiple disciplines including:
• Tax strategy and compliance
• Investment structuring and implementation
• Estate planning and entity structuring
• Banking, lending, and liquidity management
• Ensure all stakeholders (internal and external) are aligned on objectives, timelines, and expectations
• Own the end-to-end lifecycle of client engagements, including:
• Task tracking
• Timeline management
• Workflow execution
• Oversee the completion of all client deliverables across:
• Financial planning
• Tax coordination
• Legal and estate workflows
• Investment execution
• Ensure all work is completed:
• On time
• To specification
• At a high standard of quality
• Supervise and support the coordination of:
• CPAs and tax advisors
• Attorneys and estate planners
• Investment and asset managers
• Banking and lending partners
• Track deliverables, timelines, and dependencies across all third parties
• Ensure accountability and responsiveness from all external partners
• Collaborate closely with the Client Operations Associate to:
• Delegate execution tasks
• Review deliverables
• Ensure quality control before client delivery
• Maintain visibility across all workstreams to ensure consistency and completeness
• Support the development and refinement of comprehensive financial plans
• Assist in synthesizing complex financial information into clear, actionable insights
• Prepare materials and recommendations for Lead Advisor review
• Assist in reviewing and vetting investment opportunities presented to the firm or its clients
• Analyze supporting materials and identify key risks, assumptions, and considerations
• Summarize findings for internal discussion and client presentation

Associate Vice President, Client Engagement

Financial Planning and Analysis

• Serve as the trusted lead advisor for up to approximately 120 HNW client households
• Deliver clear, prioritized financial guidance, leading all client-facing engagements
• Ensure every client feels informed, supported, and confident in their financial direction
• Interpret and refine planning outputs generated within the firm's structured planning system
• Deliver prioritized, actionable financial guidance across various financial domains
• Communicate complex strategies in a manner that is clear and meaningful to each client
• Collaborate closely with the Financial Planning Associate and Investment Operations Associate
• Maintain accountability for overall client experience
• Participate in firm initiatives, process improvements, and team development as appropriate

Financial Advisor, CFP Professional

Client Services Representative

• Serve as the technical and operational engine of the advisory pod — ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making.
• Prepare all client meeting materials in advance, including retirement projections and income analysis, investment performance and portfolio analysis, financial planning summaries and supporting outputs.
• Ensure all materials are accurate, clearly presented, and delivered within established timelines
• Maintain and update client planning data within the firm's planning systems and tools
• Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions
• Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies
• Ensure all implementation steps are tracked, confirmed, and communicated appropriately
• Capture and manage all post-meeting action items with clear ownership and deadlines
• Monitor progress on outstanding items and proactively follow up to ensure timely resolution
• Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings
• Work closely with the Financial Advisor to ensure alignment across all client workstreams
• Communicate proactively on timelines, dependencies, and any issues that may affect delivery
• Contribute to continuous improvement of internal processes, templates, and planning workflows

Client Service Associate

• Serve as the primary operator of client engagements
• Translate advisory direction into coordinated action
• Maintain continuity across all stakeholders
• Ensure consistent delivery of a high-touch family office experience
• Act as a secondary point of contact for clients
• Participate in all client communications
• Prepare and deliver client communications
• Ensure clients experience a seamless, proactive, and highly organized advisory relationship
• Translate high-level advisory direction into clear action items
• Coordinate across multiple disciplines including tax strategy and compliance
• Ensure all stakeholders are aligned on objectives
• Own the end-to-end lifecycle of client engagements
• Oversee the completion of all client deliverables
• Collaborate closely with the Client Operations Associate

Associate Vice President – Client Engagement

Legal Assistant

• Entity & Structure Management
• Maintain and continuously update entity maps across client families
• Track ownership structures (parent/subsidiary relationships, IP entities, real estate entities, etc.)
• Execute entity formations, transitions, and dissolutions based on predefined structures
• Coordinate EIN issuance, BOI filings, and related registrations
• Estate Planning Workflow Execution
• Support trust funding processes (asset alignment, coordination, tracking)
• Assist with deed preparation and execution workflows (e.g., quitclaim, grant deeds)
• Organize and compile estate planning documentation into structured deliverables
• Translate client intent into clear, structured inputs for legal counsel
• Document Preparation & Template Management
• Prepare first-draft documents using firm-approved templates:
• Operating agreements
• MSAs, NDAs, LOIs
• Internal agreements (e.g., intercompany arrangements)
• Maintain and improve document templates over time
• Ensure accuracy, consistency, and completeness prior to attorney review
• Compliance & Lifecycle Management
• Track and manage ongoing compliance requirements across entities:
• Annual filings
• State registrations
• BOI / FinCEN reporting
• Coordinate multi-state entity activities (formation, transfer, dissolution)
• Maintain organized, audit-ready documentation across all client structures
• Attorney & External Partner Coordination
• Serve as the primary point of contact for external law firms
• Scope, manage, and track legal workstreams from start to completion
• Ensure attorneys receive clean, structured, complete inputs
• Review and organize deliverables before internal or client presentation
• Maintain accountability on timelines and deliverables
• Client Interaction & Intake Support
• Lead structured client intake meetings (estate and entity-focused only)
• Gather and organize client wishes, preferences, and structural inputs
• Educate clients on general concepts and process (non-advisory)
• Communicate with clients via email and phone to move projects forward
• Internal Coordination & Systems
• Operate within firm systems including:
• CRM (e.g., HubSpot or equivalent)
• Document & workflow management (Canopy)
• E-signature tools (DocuSign)
• Maintain clean records, notes, and documentation across all client engagements
• Contribute to process improvement and system development over time
• **This role reports directly to firm leadership, does not support an attorney team, and does not have billable hours requirements.

Senior Legal Assistant

• Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
• Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
• Conduct detailed tax research on complex technical issues
• Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
• Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
• Provide guidance and technical support to other team members
• Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
• Contribute to company Knowledge Base for client FAQS and company Best Practices