Job Title

RESEARCHES AND SUGGESTS SOLUTIONS TO CLIENT PLANNING AND TAX ISSUES. Responsible for researching various client planning issues and recommending creative solution options. Coordinates implementation of solutions with appropriate professionals.SERVE AS INTERNAL TECHNICAL EXPERT. Support complex high-net-worth client relationships as a technical financial planning, trust, estate, and tax expert, including through direct interaction and delivery of advice to clients. Provide tax planning, trust, and estate planning technical expertise to complex high-net-worth client relationships. Work and coordinate with other technical experts throughout the firm. Serve as liaison between trust companies, trustees, and clients trust accounts.PROVIDES TAX SERVICES. Prepares and reviews year-end tax planning arrangements. Completes tax returns and reviews and signs tax returns prepared by other staff members.FUNCTIONS AS A TAX RETURN SIGNOR. For select tax returns, provides final review, and takes overall responsibility for quality and accuracy of tax returns prior to sending them to the IRS and state and local taxing authorities.MONITORS TAX LAW AND FINANICAL PLANNING CHANGES AND DEVELOPS PLANNING STRATEGIES. Reads and interprets tax law and financial planning changes. Translates changes into understandable, user-friendly language and helps advisors and professional staff with developing effective client strategies designed to provide benefits to clients.COMMUNICATES ADVANCED FINANCIAL PLANNING AND TAX RELATED ITEMS TO CLIENTS AND STAFF. Educates advisors and staff members on advanced financial planning and tax topics. Provides periodic internal financial planning newsletters regarding pertinent financial planning and tax related items. Also contributes financial planning and tax related content to quarterly newsletters for clients and COIs. Periodically participates in webinars to discuss complex financial planning and tax topics. Reviews financial planning related blog posts and content for technical accuracy. SERVES AS A MENTOR TO ASSOCIATE ADVISORS AND TAX STAFF. Provides coaching and guidance to Associate Advisors and Tax Staff to help develop junior members of the firm. Serves as a financial planning and tax resource for junior members of the firm. CONTRIBUTES TO TEAM EFFORT. Interacts with other employees to promote smooth workflow, identify and resolve problems, advance the firm's image and accomplish results which support the mission of the Wealth Advisors.