The Senior Tax Manager will review and prepare complex business and personal tax returns while managing client relationships and providing tailored tax solutions. Additionally, the role involves overseeing and mentoring staff, handling tax audits, and maintaining expertise in multi-state and federal tax regulations.
The Portfolio Reporting Team Lead provides leadership for the reporting function, overseeing workflows, system integrity, and data accuracy within the Addepar and Orion platforms. They are responsible for new account setups, reconciliation, and supporting the integration of new advisors while maintaining internal controls and documentation.
Review and sign individual and business tax returns for high-net-worth clients while leading strategic tax planning conversations. Collaborate with financial advisors to integrate tax decisions into comprehensive wealth and estate strategies.
