Partner with Financial Advisors to evaluate clients' portfolios and goals, design tailored financial and retirement plans, provide tax, estate, insurance, education funding, and small-business planning advice, prepare presentations and client files, respond to client inquiries, and ensure compliance with firm and regulatory policies.

The Tax Senior Accountant supports corporate tax compliance, state audits, federal and state filings, tax research, ASC 740 income tax provisions, account reconciliations, and tax technology improvements. The role prepares and reviews tax workpapers, returns, estimates, disclosures, and responses to tax notices. It partners with auditors and internal stakeholders, resolves tax matters, supports process improvements, and may lead defined projects. Occasional travel to the corporate headquarters is required.