Provide personal client service: Work effectively with affiliated professionals who also serve as advisors to clients. Develop and sustain relationships with other in-house professionals and strategic alliances; when necessary, refer clients to strategic allies (e.g., attorneys) to ensure that needs are met. Respond to client questions and concerns in a professional and timely manner. Stay current on industry developments; service and product enhancements; regulatory issues; and client needs or wants. Prepare annual income tax returns for individuals, trusts, partnerships, and corporations accurately and in a timely manner. Help high net worth individuals and multi-state entities identify their unique tax and account