• Research, analyze, and review individual, corporate and partnership tax returns for HNW and UHNW clients • Lead a niche responsibility such as our UHNW client segmentation or highly complex tax law subject matter expertise • Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies • Review and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income and estate tax consequences • Independently review and summarize planning documents (e.g., Irrevocable Trusts, operating agreements) to create an analysis of current planning strategies and provide feedback and recommendations • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns • Work with tax staff to respond to tax notices and review of correspondence • Assist with the advancement of technical knowledge and mentorship of less experienced tax team members • Partner with the Client Development team by providing tax expertise for prospect meetings, proposals, presentations, and client retention initiatives • Identify tax‑related opportunities that enhance client relationships and support the firm’s business development strategies • Participate in client and prospect conversations to help articulate tax planning value and support overall client experience goals • All other duties as assigned