Roles and Responsibilities
Manage high net worth individual (HNIs) tax returns, including Form 1040 preparation and review.
Conduct research on complex tax laws, regulations, and industry trends to provide expert advice to clients.
Collaborate with cross-functional teams to deliver exceptional client service and build solid relationships with clients.
Develop and maintain a deep understanding of each client's unique financial situation, goals, and objectives.
Stay up-to-date with changes in taxation policies, legislation, and best practices.