• Act as the primary strategic relationship owner for a dedicated portfolio of high-net-worth clients, managing their overall expectations regarding tax strategy and execution • Lead high-level client meetings to present complex strategic recommendations and tax projections in a clear, persuasive, and actionable manner • Manage and prioritize daily client communications, providing clear, concise guidance in response to complex technical questions • Proactively conceive, design, and implement advanced, proprietary tax strategies to significantly reduce clients’ overall tax liability • Review complex tax returns to ensure strict adherence to planning strategies and regulatory compliance • Supervise, train, and mentor a team of tax professionals • Serve as a technical resource for the team, resolving advanced tax questions related to complex transactions, entity restructuring, and specialized planning strategies • Collaborate with leadership to refine departmental best practices and streamline workflows, driving efficiency and technical excellence across the entire tax planning lifecycle • Proactively monitor legislative changes and immediately assess the impact on client portfolios, collaborating to develop responsible strategies • Identify opportunities for expanded advisory services within the existing client base

• Communicate with clients to collect and organize all necessary documentation for tax planning and tax preparation purposes • Create legal entities on behalf of clients • Update CRM platforms with client specific notes • Prepare T-formation charts and progress reports • Coordinate with customer support team in auditing client Slack channels • Support tax advisory pod by tracking calls and meetings • Contribute to company Knowledge Base for client FAQS and company Best Practices

• Build, execute, and document individual tax plans for high net worth clients and business owners • Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review • Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented • Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance • Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met • Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely • Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes • Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation

• Serve as the main point of contact and trusted advisor for a defined client portfolio, managing communications, inquiries, and expectations regarding tax strategy and planning projects • Lead quarterly client meetings and calls to discuss financial data, identify tax-saving opportunities, and present complex planning recommendations clearly and concisely to non-financial audiences • Work with clients to understand their business objectives, major transactions, investment goals, and family wealth structure, translating these facts into actionable tax strategies • Conduct in-depth research on technical tax issues (federal and multi-state), documenting findings in formal memoranda • Coordinate with clients and team members to design and execute complex tax planning strategies, including entity restructuring, disposition analysis, transaction planning, and year-end tax projections • Respond to client communications thoroughly and timely using dedicated channels • Maintain CRM platforms with updated client information, proactively managing tasks and project deadlines • Draft and update deliverable documentation for client reference and review • Develop systems and processes for enhancing client experience