EP Wealth Advisors

• Define and execute a multi-year AI & Data platforms strategy and roadmap aligned with EP’s business priorities, operating model, and regulatory obligations. • Establish and run adaptable, effective AI and data governance: standards, patterns, intake/prioritization, exception management, and measurable value tracking. • Partner with Product and Business to translate platform investments into business outcomes. • Own the enterprise data platform operating model: architecture, engineering standards, scalability, reliability, and cost management. • Lead the evolution from “pipelines and reporting” to data products. • Serve as the primary technology counterpart to Salesforce for agentic + data integration. • Build EP’s “AI platform” capabilities that make AI usable at scale. • Partner with Cyber/InfoSec and Legal/Compliance to implement data protection and AI guardrails. • Establish repeatable operational practices for AI solutions. • Lead and mentor a high-performing AI & data organization.

• Experience preparing and reviewing Form 1041 fiduciary income tax returns, with a strong understanding of trust and estate taxation requirements • Ability to interpret trust documents and assess related tax implications • Review, approve, and sign off on complex individual tax returns ensuring accuracy, compliance, and defensible tax positions • Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters • Manage day-to-day outsourced tax preparation workflows, ensuring deliverables meet firm standards for accuracy, completeness and client experience • Participate in internal strategy discussions for clients, collaborate with advisor teams, and planning departments to address tax services objectives • Manage coordination and integration of tax services, analysis, and department projects • Prepare tax projections, net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagements • Proactively engage in firm wide initiatives developing tax services, building firm relationships, supporting business development and client retention activities • Development of customized and comprehensive personal and business financial plans • Collect data for financial planning via client questionnaire, clarify and verify client answers to questions, and enter data into financial planning system • Utilize financial planning software to generate financial plans and review with Financial Advisor • Generate specific action plans for clients relative to the specific recommendations made in their financial plan • Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues • Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients • Publicly represent the accounting department • Participate in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities • Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

• Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA. • Lead and manage the full scope of the mergers and acquisition process from initiation to completion. • Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum. • Prepare multiple financial analyses and due diligence on potential acquisition targets. • Assist in negotiating deal terms and structure agreements. • Prepare investment presentations summarizing conclusions and recommendations to Executive Management