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The Senior Tax Advisor is responsible for providing tax services to clients, including income tax preparation, tax analysis, and resolution of tax notices. This role involves client interaction, assisting with strategic tax planning, and guidance to both clients and financial advisors.

The Financial Advisor, New Business position involves engaging with qualified prospects to understand their needs and present financial planning solutions. The role emphasizes building strong relationships, conducting discovery meetings, and working alongside local Financial Advisors to close new business.

The Tax Manager will oversee tax services including preparation and review of tax returns, tax planning, client communication, and collaboration with financial advisors. Responsibilities also include responding to tax inquiries and ensuring compliance with federal, state, and local tax regulations.

The Sales Compensation Manager will manage variable compensation plans, collaborating with multiple departments to streamline reporting and improve processes. Key responsibilities include administering incentive payments, analyzing large datasets, enhancing compensation processes, and supporting forecasting to evaluate plan effectiveness.