As a Client Advisor (CA), you will be responsible for the hands-on work and coordination with internal personnel and external professionals for execution of investment decisions, financial services, accounting, income, gift and estate tax planning and compliance, risk management and insurance coverage, and other project-specific matters for a confidential Family Office.

· Prepare tax workpapers for individuals with UHNW, investment LLCs and trusts and review tax return prepared by outside accounting firm.

· Compile information required to prepare gift tax returns, filing gift tax returns and advising clients regarding income and gift and estate tax planning after consulting with internal and external partnered professionals.

· Advise clients regarding income and gift and estate tax planning after consulting with internal and external partnered professionals.

· Respond to client questions and requests after investigating and consulting on the best approach with internal team members and external professionals if necessary.