• Prepare and review complex individual, partnership, corporate, and trust tax returns, including multi-state filings • Lead tax planning, projections, and year-end strategies for high-net-worth clients • Research and advise on tax issues related to client transactions and new legislation • Review monthly, quarterly, and annual financial statements and cash flow projections • Support asset acquisitions, leases, and financing processes, including escrow and lender coordination • Review insurance coverage and ensure appropriate policies are in place • Serve as a primary advisor to clients alongside firm Partners • Participate in client meetings and help manage long-term client relationships • Maintain the highest level of discretion and professionalism • Support onboarding of new clients and internal process improvements