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As a Senior Tax Specialist, you will analyze tax liabilities, prepare tax returns, deliver presentations, and collaborate with financial advisors to reduce clients' tax burdens.

The Tax Planning Specialist will analyze tax liability, prepare projections and returns, and collaborate with Financial Advisors to minimize clients' taxes.

The Financial Planning Assistant supports financial advisors by managing appointments, preparing quotes, and coordinating client services and opportunities. They also ensure compliance with industry regulations and assist with various administrative tasks.

The Tax Associate will analyze tax liabilities, prepare tax projections and returns, and work with a team to assist clients while adhering to industry regulations.

The Office Administrator will manage phone communications, greet clients, maintain rapport, and perform various administrative tasks including mail distribution and supply ordering.

The Financial Planning Assistant supports financial advisors by preparing client meetings, coordinating with teams, and managing appointment bookings, while developing skills for career advancement.

The Advanced Tax Planner collaborates with financial advisors to provide tax strategies, prepare tax returns, analyze tax liabilities, and market tax plans to clients, ensuring compliance with regulations.