• Prepare and file accurate and timely tax returns for individuals, businesses, or organizations.• Develop proactive tax strategies that align with financial goals while optimizing tax efficiencies.• Analyze financial statements and records to identify tax-saving opportunities and risks.• Ensure compliance with tax regulations and remain current with updates in tax legislation.• Resolve tax notices by reviewing discrepancies, communicating with tax authorities, preparing necessary documents, and advising clients to achieve compliance and favorable financial results.

• Follow established accounting policies and procedures, manage credit cards, reconcile accounts, advise and assist management on financial matters and ad hoc projects.• Calculate commissions, produce monthly reports and assist with month end closing.• Oversee registration and compliance of state and local tax filings; investigate and resolve tax inquiries.

• Generate revenue by soliciting and obtaining orders, understanding and interpreting technical requirements, providing technical information and developing accounts.• Analyzing and summarizing market information and trends to identify sales opportunities. • Manage accounting transactions, reconcile accounts and prepare tax returns.• Purchase materials, plan inventory and oversee warehouse efficiency.

• Communicate with internal and external stakeholders to ensure timely, accurate trade execution.• Partner and build relationships with investors to help them meet their financial goals by providing knowledgable and well-informed investment guidance. • Collect, organize and publish fund performance information for clients using model portfolios.

• Operate a book of business, schedule appointments and manage time effectively to solve difficult client problems and deliver a flagship client experience.• Leverage operational expertise and partner with appropriate departments and institutions to ensure timely and accurate settlements.• Partner and build relationships with investors to help them meet their financial goals; assist with account set-ups, trade executions and investment guidance.