*Oversee and manage preparation and analysis of advice to over 170+ individuals and families on all aspects of personal financial planning including investments, estate and trust planning, tax planning, debt management and insurance within a holistic goals-based framework*Frequent communication with clients in client meetings, telephone conversations and written correspondence*Portfolios invested according to evidence-based methodology*Executes tax loss harvesting recommendations, periodic portfolio rebalancing to align with customized asset allocation for client portfolios

*Oversee and manage preparation and analysis of advice to wealthy families on all aspects of personal financial planning including investments, estate and trust planning, tax planning, debt management and insurance *Assess transactions and provide logical, creative options for clients through quantitative and qualitative analysis*Frequent communication with clients in client meeting, telephone conversations and written correspondence*Manage flow of projects in all aspects of personal financial planning including coordinating with outside advisors (CPAs, legal counsel, business executives, etc.)*Familiar with asset allocation and customization to client's unique goals, estate planning and estate reduction strategies, charitable planning strategies, property and casualty insurance assessments as well as life insurance and product options*Supervised and directed staff on projects including providing feedback on a consistent basis and mentoring

*Reviewed various types of tax returns including partnerships, corporations, trusts, gift tax, state required filings, and individuals with a strong focus on high-wealth individuals and compliance issues for large family office*Supervised and directed staff on projects including participation in mentoring program*Assisted in special projects including analysis of estate planning techniques for creation of internal database of concepts and research and action to bring international taxpayer compliant for last five US tax years

*Prepared various types of tax returns including partnerships, corporations, trusts, gift tax, state required filings, and individuals with a focus on high-wealth individuals*Calculated federal and state extension and estimated tax payments as needed*Prepared projections based on client needs including year end analysis*Researched various federal and state tax issues in planning and compliance*Active member of recruiting for strategic universities*Assisted in special projects including collaborative divorce consulting, property renditions, stock tracing, and audit of fraudulent activity in restaurant group

*Observed internal processes of Accounts Receivable and Accounts Payable departments *Responsible for over $50,000 of Collections of Invoices Aged 120+ days *Investigated and processed aged invoices for payment

*Prepared multiple types of tax returns as well as conducted audit of cash accounts*Gained extensive knowledge of filing and technical processes including accounting software programs and procedures