Client Services Representative

• Serve as the primary point of contact for high-net-worth clients
• Build and maintain strong client relationships, understanding their financial goals and objectives
• Provide personalized tax planning and advisory services tailored to each client's needs
• Develop and implement comprehensive tax strategies for high net worth individuals and families
• Stay current on changes in tax laws and regulations
• Advise clients on wealth preservation, estate planning, and other tax-related matters
• Manage and lead a team of tax professionals
• Provide guidance, mentorship, and support to team members
• Oversee workflow and ensure timely and accurate delivery of tax services
• Ensure personal, fiduciary, foundation, gift, and estate tax returns and related documents are prepared accurately and filed on time
• Navigate individual tax strategies and challenges and provide solutions
• Review complex tax returns and financial statements
• Coordinate with other departments to gather information for tax compliance
• Identify opportunities to expand the firm's high net worth tax practice
• Participate in networking events and client presentations
• Work with marketing to develop promotional materials and strategies
• Assess and mitigate risks associated with tax planning and compliance
• Implement internal controls and best practices to ensure high-quality service delivery

Client Services Representative jobs in Massachusetts

Tax Director – Private Client Services