Hunter Rambin

1) HICKS & MANN WEALTH MANAGEMENT, LLC POSITION: Senior Tax Accountant NATURE: Prepare tax returns, provide tax planning and tax consultation services, bookkeeping and payroll services, retirement planning, investment planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 4030 Alexandria Pike, Cold Spring KY 41076, United States DESCRIPTION: I manage the tax division of our firm. This includes all administrative duties such as selecting our tax software, improving processes and training new employees. I prepare tax returns as well as thoroughly review and ensure accuracy of tax returns prepared by other employees. I answer phone calls from prospective and existing clients and answer any tax related questions. I correspond with clients to gather additional information whenever necessary. I correspond with government agencies regarding tax law and specific client situations when necessary.