This individual will have client service responsibility including the following functions:

• Manage the client service process, including tracking and delegating tasks to be completed.
• Assist in making recommendations for and managing execution of investment decisions.
• Review client reports, including net worth statements, performance reports, and estate planning flowcharts.
• Review and maintain estimated tax payment calculations
• Work with SMD to identify estate planning issues and opportunities.  Coordinate execution with attorneys.
• Coordinate preparation for client update meetings, run meetings as appropriate
• Communicate with clients regarding financial/tax/estate planning issues.
• Communicate with tax department to ensure proper distribution of relevant client information, and final review of tax returns.
• Monitor and mentor the professional development of Senior Associates.
• Take proactive steps to enhance client service and maximize wealth.

 Required Skill Set

- Strong working tax knowledge

- Organized

- Able to manage multiple tasks and people

- Executive presence

- Preferably knowledge of estate planning

- CPA preferred

- Able to travel