EP Wealth Advisors, LLC

Lead the strategic design and administration of global compensation, benefits, and recognition programs to attract and retain top talent. Act as the chief architect of the employee value proposition and provide strategic counsel to senior leadership on reward trends.

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients. This role focuses on developing and maintaining strong client relationships and overseeing financial planning processes.

The Tax Accountant supports tax compliance, planning, and consulting services for high-net-worth individuals and business entities. Key duties include reviewing tax returns, preparing projections, and collaborating with wealth advisors to implement proactive tax strategies.

Lead M&A transactions from inception to execution, including deal origination and relationship management with business owners and partners. Evaluate the competitive landscape and prepare financial analyses and investment presentations for executive management.

The Tax Manager is responsible for managing tax services, including federal and state tax preparation, projections, and strategic tax planning for high-net-worth clients. They will also oversee outsourced tax workflows, collaborate with financial advisors, and develop comprehensive personal and business financial plans.