Teams at HUB International

Process and distribute advisory fee invoices, calculate fees using AUM and contracts, reconcile custodian feeds with Orion, manage billing exceptions, support month-end revenue activities, and assist with centralization and billing platform projects.

Manage tax services for high-net-worth individuals and related entities: oversee preparation and review of complex returns, provide proactive tax planning and client advisory, supervise and coach associates, coordinate with wealth advisors, manage deadlines and workflow, ensure quality control, and support business development and process improvements.

Lead onboarding for new retirement plans, coordinate conversions with advisors, sponsors and recordkeepers, ensure compliance with ERISA/IRS/DOL rules, meet SLAs, mentor junior staff, manage caseloads, and handle client communications and plan document preparation/amendments.