The Financial & Estate Planning Specialist leads the financial planning department and supports the tax team by processing various tax returns and developing comprehensive financial and estate plans. This role ensures clients receive coordinated, strategic guidance to optimize their financial and tax outcomes

Duties and Responsibilities

• Prepare and process 1040, 1041, 1120-S and 709 gift tax returns accurately and timely
• Develop customized financial and estate plans aligned with client goals
• Present financial plans and strategies clearly and professionally to clients
• Collaborate closely with the portfolio management team on tax-related matters
• Manage administrative procedures across multiple client accounts efficiently
• Contribute to special projects as assigned to enhance department operations

• Bachelor's degree in finance, accounting or related field
• CPA license preferred
• Minimum of 1 year of tax preparation experience
• Strong attention to detail and accuracy
• Willingness to offer support across various team functions as needed