Tax and wealth Advisor

theTax&Wealth Advisor works closely with Financial Advisors to integratetaxstrategies into clients’ overall financial plans.

• Prepare and/or review individual, trust, partnership, S-corporation, and corporate incometaxreturns.
• Coordinate the collection and review oftaxdocumentation from clients.
• Ensuretaxreturns are completed accurately and in compliance with federal and state regulations.
• Stay current on changes intaxlaws and regulations that may impact clients.
• Assist clients with responding totaxnotices and requests from taxing authorities.

• Identify proactivetaxplanning opportunities for clients throughout the year.
• Preparetaxprojections and scenario analyses.
• Collaborate with
  
  Wealth
  
  Management Advisors to develop tax-efficient financial planning strategies.
• Assist clients with retirement income planning from ataxperspective.
• Evaluatetaximplications of investment decisions, charitable giving strategies, Roth conversions, business transactions, and retirement distributions.
• Participate in client planning meetings and provide tax-related guidance.

• Serve as a dedicatedtaxresource for theWealth
  
  Management team.
• Work closely with advisors to incorporatetaxconsiderations into comprehensive financial plans.
• Support business development efforts by demonstrating the value of integratedtaxandwealthmanagement services.
• Collaborate with Client Service Associates and Advisors to deliver an exceptional client experience.
• Help educate advisors and team members regardingtaxdevelopments and planning opportunities.

• Develop and maintain strong relationships with clients.
• Respond to client inquiries in a timely and professional manner.
• Explain complextaxconcepts in a clear and understandable manner.
• Demonstrate a commitment to exceptional client service and long-term relationship building.

• Bachelor’s degree in Accounting, Finance, or related field.
• Three to seven years oftaxpreparation experience.
• Strong knowledge of individual and business taxation.
• Experience preparing complex individualtaxreturns.
• Excellent communication and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines.
• Commitment to delivering exceptional client service.

• CPA designation or CPA candidate.
• Experience working with high-net-worth individuals and business owners.
• Familiarity with financial planning concepts andwealthmanagement services.
• Experience with tax planning andtaxprojection strategies.
• Interest in developing broader financial planning and advisory expertise.

• Provide accurate and timelytaxpreparation services.
• Identify meaningfultaxplanning opportunities that benefit clients.
• Serve as a valued partner toWealth
  
  Management Advisors.
• Build lasting client relationships based on trust and expertise.