Ritholtz Wealth Management

• Build and review client tax plans and projections
• Assist the Tax Manager with income tax filing for 300+ individuals
• Develop experience and proficiency in income tax filing matters
• Work with advisors to develop tax strategies supporting clients’ financial goals
• Ensure invoices agree with client billing arrangements and records
• Prepare and review financial statements and reporting packages, including P&L, balance sheet, and cash flow
• Investigate financial statement variances and trends

Tax Planner