• Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs • Provides information required by outside vendor to prepare returns; consults with vendor regarding moderate to complex tax issues • Acts as liaison between outside vendor and internal front office personnel • Reviews returns prepared by outside vendor prior to filing or as part of quality check of filed returns upon request • Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed • As requested, may perform secondary review of tax returns of moderate to high complexity level • Reviews new accounts and codes for correct tax preparation • Works with outside vendor to ensure new accounts are properly coded and set up in tax preparation system • Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly • Reviews assigned accounts for generation-skipping transfer tax issues and assists less experienced Tax Liaisons with these reviews • Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts

• Review federal and multi-state tax returns; experience with flow-through entities highly desirable • Experience with Private Equity and Hedge Fund clients is highly desirable • Research fundamental tax issues using online tools • Perform other accounting duties as needed in engagements and as assigned by managers • Communicate effectively with managers, partners, and clients

• Provide general support to team members in the compliance and property tax review process by preparing all tax returns, renditions, and filings for assigned clients • Manage large, more complex client renditions/returns and reporting requirements • Present completed returns to management for review • Prepare check requests once jurisdictional tax liabilities have been approved by management • Serve as a resource for junior team members regarding client-specific processing issues • Ensure all applicable returns/renditions/tax bills and remittances are copied and mailed in a timely manner • Monitor and review all jurisdictional tax notices for assigned clients • Update internal compliance software with appropriate tax related information for each assigned client • Manage or assist with new client implementations

• Prepare and review tax returns, including related work documents for Individuals and one or more of these categories: Partnership, S-Corp, C-Corp, Trusts, Estates, Foundations, and Foreign Reporting. • Prepare tax strategies and projections. • Provide tax planning advice to clients and their WEG Financial Advisors. • Conduct tax research and planning, including but not limited to BNA projections, special research projects, and retirement account recommendations. • Review and respond to tax notices. • Respond State and Federal Auditors inquiries and work to resolve them. • Amend tax returns. • Help identify opportunities to increase value delivered to clients and revenue for WETCS and Financial Advisor teams while working with clients. • When appropriate, promote WETCS services offerings to assigned tax clients. • Ensure that urgent or high impact issues affecting assigned clients are quickly resolved. • Build and maintain good relationships with WETCS staff, Financial Advisors, and clients. • Collaborate with and support team members to improve team effectiveness. • Share tax expertise and assist team members as appropriate. • Contribute to maintaining a positive and fun team culture. • Maintain expertise in all aspects of tax compliance. • Maintain fluency in tax related software, tools and procedures used at WETCS. • Grow your tax expertise in at least one area of tax each year through continuing professional education and individual learning. • Stay informed about current trends in tax and the tax services industry. • Answer tax related questions and act as a Subject Matter Expert (SME) for Financial Advisor Teams and other Wealth Enhancement employees.