Client Support for Tax & Estate Planning - assist clients with onboarding, navigation, and updating their estate and tax planning information ensuring a frictionless and professional experience.
Upload and manage client tax returns, generate reports, and extract relevant outputs from tax planning software to support internal planning efforts with a high standard of accuracy.
Documentation & Compliance: Maintain clear and accurate records of all tasks, reports, and client data entries. Ensure all process documentation is updated in training platform and complies with internal standards and industry regulations.
Technology Onboarding & Usage: Efficiently utilize CRM and firm software (e.g., Salesforce, Wealthscape, Black Diamond, E-Money) in daily tasks, ensuring proper tracking, client information accuracy, and consistency across platforms.
Create a seamless and supportive experience for clients navigating estate and tax software, ensuring all data is properly entered and processed, and outputs are delivered to the advisory team for actionable next steps—while advancing operational efficiency through smart integrations.
Looking to be on a dynamic team that’s recognized throughout Northeast Ohio?
Ready to be busy and constantly learning and join a dynamic team?
Are you ready to join one of the fastest-growing RIAs in the country?
