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Prepare valuations for financial reporting, tax, and management planning. Build DCF, capitalized earnings, market multiple and NAV models; analyze financial statements, industry data, and peer metrics; prepare valuation memos and reports; support audit-related valuation reviews using Microsoft Office, Capital IQ, and other financial databases.

The Tax Director will oversee tax projects, manage tax return processes, mentor staff, and identify new client service opportunities in the Private Client Services department.

The Tax Partner will oversee tax compliance, consult clients on tax planning, manage business development, mentor staff, and ensure exceptional technical knowledge in tax matters.