Prepare individual, business, corporate, and trust tax returns for high-net-worth and ultra-high-net-worth clients, including federal Forms 1040, 1040-NR, 1065, 1120, 1120-S, and 1041. Work with clients to gather and clarify information, analyze supporting documentation, use tax preparation and planning software, and coordinate engagements and deadlines with the tax team.
Manage accounting engagements for high-net-worth and ultra-high-net-worth clients, including monthly accounting, cash flow management, financial reporting, and tax planning. Meet with clients, identify business development opportunities, and coordinate with the tax and accounting team to deliver quality services.
Develop and execute a business development plan to build relationships with financial advisors, CPAs, and high-net-worth individuals. Collaborate with internal tax, wealth, and legal teams to identify and provide cross-disciplinary financial solutions.
The Investment Advisor Representative will manage an existing book of business while growing assets under management and developing new client relationships. They will provide comprehensive wealth planning and leverage the firm's integrated platform to offer tax, legal, and business advisory services to clients.
Advise clients on mergers and acquisitions, corporate governance, and commercial transactions while navigating the legal landscape of AI and emerging technologies. Collaborate with cross-functional teams to deliver integrated solutions and actively grow your own client practice.
