Leads strategic tax planning and consulting for affluent clients, reviews complex individual, fiduciary, and entity tax deliverables, resolves technical tax issues, coordinates engagements and staffing, manages client relationships, supports business development and billing, and mentors tax professionals. The role partners with financial advisors, attorneys, and other professionals to deliver integrated wealth-planning solutions while ensuring accurate, timely, high-quality work.

Prepares and reviews complex tax returns, extensions, work papers, and related filings for individual, fiduciary, and entity clients. Researches technical tax issues, supports tax planning and consulting, identifies client risks, assists with billing and workflow management, and collaborates with managers, partners, attorneys, and brokers. The role also involves client service, developing tax expertise, maintaining accurate deliverables, and mentoring tax associates.

Provides strategic tax planning, consulting, compliance review, and issue resolution for affluent individual, fiduciary, and entity clients. Reviews tax returns, work papers, and filings; coordinates client engagements, staffing, and workflow; collaborates with advisors and attorneys on wealth planning; manages client relationships and revenue; researches technical tax issues; and mentors junior tax professionals.