• Prepared individual income tax returns for F&M’s wealth management clients, including US Federal, State, and City returns• Collaborated daily with the F&M tax team to resolve any technical issues and conduct research as necessary• Assisted financial advisors with tax projections as well as various financial analysis• Effectively managed time between preparing returns and putting time aside for ongoing projects

• Worked directly with the financial planners creating client reports on net worth, performance, and asset allocation• Researched retirement planning scenarios for clients and ran simulations to identify which strategy would work best for specific financial objectives• Collaborated with financial planners to prepare for client check-ins, then sat in and participated in such meetings• Completed various projects for the investment team including reports on bond ratings, and conducting research on different equity markets• Learned to use BNA tax planning software and also completed different tasks on eMoney software such as Monte Carlo simulations and analyzing RMD schedules