Responsibilities are, but not limited to: Prepare, periodically review, and deliver tax compliance and planning services for high-net-worth individuals, families, trusts, estates, charitable entities, and closely held businesses leveraging technology - enabled platforms and AI -assisted tools to enhance efficiency, accuracy, and service delivery while identifying planning opportunities and addressing complex tax matters. Working collaboratively across the organization, you'll deliver seamless, high-value client experience while helping to deepen and grow these strategic relationships through a combination of technical expertise, advisory services, and innovative technology-enabled solutions.