• Prepare tax returns for high-net-worth individuals, trusts and businesses • Create quarterly estimates and projections • Responsible for clear & concise communication with clients on all matters related to delivery of income tax returns • Perform tax research • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients • Coordinate with tax support staff to ensure timely workflow practices and data integrity • Work with tax staff to respond to tax notices and initial preparation of correspondence • Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients • All other duties as assigned