- Tax planning and preparation for high-net-worth individuals and their related entities.
- Performing first reviews on certain individual and fiduciary returns.
- Ensuring compliance with all federal and state filing requirements on behalf of clients.
- Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
- Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.
- Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.
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