We are in need of an experienced tax professional to streamline clients’ tax preparation experience by liaising between clients and our preferred CPAs. You’ll advise clients on tax optimization strategies and help them make smart financial decisions to maximize their long-term savings. In addition to supporting the advisers and client service team during non-peak tax seasons. Responsibilities: • Act as the liaison between clients and our tax professionals and estate planners • Inform customers about the process for submitting their income tax returns and be clear about the deadlines to ensure clients' taxes are filed on time • Provide tax support for clients during tax season • Assist advisors by reviewing and advising on tax-related events for their clients • Serve as a trusted tax advisor to clients of the firm, providing strategic tax planning and guidance to help them achieve their financial objectives • Prepare annual ROTH conversion estimates for select families • Analyze client accounts for quarterly rebalancing • Field client tax questions as needed • Stay informed on industry developments and changes in regulations • Document customer interactions using our CRM • Support the client service team when needed • Champion the vision and culture of the firm through behavior that exemplifies our values Qualifications: • CPA certification preferred • College degree in accounting or finance • Minimum of 3 years of experience in tax planning • Strong personal tax preparation experience and extensive knowledge of tax laws • Experience with high-net-worth clients • Familiarity with tax software Compensation: $60,000 - $75,000 yearly

• Act as the liaison between clients and our tax professionals and estate planners • Inform customers about the process for submitting their income tax returns and be clear about the deadlines to ensure clients' taxes are filed on time • Provide tax support for clients during tax season • Assist advisors by reviewing and advising on tax-related events for their clients • Serve as a trusted tax advisor to clients of the firm, providing strategic tax planning and guidance to help them achieve their financial objectives • Prepare annual ROTH conversion estimates for select families • Analyze client accounts for quarterly rebalancing • Field client tax questions as needed • Stay informed on industry developments and changes in regulations • Document customer interactions using our CRM • Support the client service team when needed • Champion the vision and culture of the firm through behavior that exemplifies our values