RIA Private Client Tax Program Manager

This role is responsible for the day-to-day management and successful delivery of RIA Private Client Tax programs, acting as the central point of coordination between clients, advisors, and practice leadership. The position drives onboarding, manages communications, tracks key performance indicators, and ensures overall client satisfaction while proactively addressing issues to improve operational efficiency. The individual will maintain visibility across engagements and facilitate seamless implementation processes for new client relationships.