• Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses • Create quarterly estimates and projections. • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns • Perform tax research • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients • Work with tax staff to respond to tax notices and review of correspondence • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned. • All other duties as assigned