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The Executive Assistant will manage administrative functions for Tax and Client Accounting Services, supporting onboarding activities, managing client emails, coordinating calendars, generating forms, and overseeing document organization. They will also track client compliance reporting and assist with fee allocations, ensuring seamless operations and positive client interactions.

The Tax Senior prepares and reviews complex tax returns for high-net-worth individuals, partnerships, corporations, and LLCs. This role involves analyzing tax situations, ensuring compliance with regulations, managing client relationships, mentoring junior staff, and staying updated on tax laws. The position requires excellent problem-solving and communication skills while meeting tight deadlines.

The Tax Manager is responsible for overseeing tax compliance and preparation for high-net-worth individuals and various entities. Duties include reviewing complex tax returns, managing client relationships, mentoring staff, and providing strategic advice on tax issues. The role requires strong leadership skills, ability to conduct tax research, and familiarity with relevant tax laws.