- Create and maintain Excel trackers for precise review of tax software calculations and to visually condense return data.- Develop firm positions and conduct tax research related to proposed legislation, planning opportunities, and ad hoc client scenarios.- Establish trackers for client K-1s, RMDs, intercompany reconciliations, partnership outside basis, vesting schedules, and other key metrics.- Review quarterly billing on all firm accounts, monitoring fee schedules relative to AUM for each client.- Conduct onboarding meetings with tax clients, guiding them from initial consultation to filing, including introductory prior-year return review meetings to identify and design forward-looking planning strategies.- Generate comprehensive financial projections, adjusting estimates based on YTD activity, and address client needs throughout the year.- Prepare or review Individual, Partnership, S-Corp, and Trust filings and extensions during tax season.- Collaborate with advisors to structure and implement tax planning strategies for over 350 households, covering portfolio composition, tax loss harvesting, Donor-Advised Funds (DAFs), Roth conversions, trust and estate planning, and other client-specific needs.

- Prepare, research, and file a range of tax forms, including 1040s, 1041s, 1065s, C-Corp, S-Corp, Payroll, NYS PTET, Sales Tax, and various state and federal filings.- Conduct 401(k) audits, perform EBITDA analysis, and assess department profitability, in addition to handling numerous ad hoc requests.- Create year-end and ad hoc tax projections for both business and individual clients.- Manage NYS and IRS assessments through written correspondence, amending previous filings, and guiding clients through the entire process of resolving open assessments from start to finish.- Handle periodic bookkeeping, conduct monthly reconciliations, improve recordkeeping efficiency, and make adjusting entries for various clients.- Provide guidance to individuals and businesses on tax optimization strategies related to distribution/owner compensation, optimizing qualified retirement accounts, choosing the right real estate incorporation structure, and more.

Perform tasks such as composing write-ups, conducting bank reconciliations, and monitoring expenses.Prepare financial statements and conduct audits for 401(k) accounts.Compile, research, and file various tax forms including 1040s, 1041s, 1065s, 1120s, 990s, 5500s, as well as other state and federal filings.Manage IRS and NYS communications on behalf of our clients.Generate Profit & Loss Analysis and other managerial accounting metrics.

The Cetera Investors Internship program offers comprehensive education for individuals aspiring to pursue a career in advisory. It covers vital concepts like risk management, product knowledge, client relationship management, and client suitability.This program places a strong emphasis on financial planning and advisory essentials. It provides interactive lessons on client engagement skills, product knowledge, relationship-building techniques, tax-efficient investing, estate planning, retirement planning, and other essential concepts.The virtual component of this internship is of paramount importance. It enables interns to engage with branches nationwide, participate in interactive Zoom sessions with wholesalers, and adapt to the evolving workplace dynamics influenced by the challenges posed by the Covid pandemic.

Enhanced vital databases crucial for the Firm's estate planning initiatives by meticulously revising a spreadsheet consisting of more than 1,000 rows and encompassing over 15 data points, including household size, assets, and tax projections.Classified alternative investments through a comprehensive analysis of over 300 client account statements, ensuring accurate and appropriate recording within the firm's performance software platform.

Examined and processed journal movements for all client portfolios, ensuring clear segregation by investment style: Equity, Bonds, Alternatives, and Cash.Streamlined payout and distribution procedures, incorporating structured workflows within Custodial Platform, Sales Force, Outlook, and Excel.Identified and maintained databases containing information regarding financial account names, ownership, and codes to enhance the accuracy and relevance of client and executive reports in Custodial Platform, Sales Force, and Envestnet.Conducted assessments across the entire book of business to update dividend and income reinvestment preferences on the Custodial Platform.

Compile, sort, and verify the accuracy of data related to payroll documents before input.Organize and store completed documents in their designated locations.Identify and rectify data entry errors, or promptly report them to supervisors.

Successfully facilitated the sale of vehicles to clients, starting by providing comprehensive explanations of the car's features and then assisting them throughout the approval, financing, and delivery phases.Fostered and nurtured customer relationships by delivering excellent customer service, emphasizing the identification of client goals.Conducted thorough research on the vehicles in our inventory to ensure a deep understanding of the products.Achieved a personal sales record of 15 cars sold, along with co-selling an additional 5 cars, contributing to revenue exceeding $350,000.