- Prepare and review complex estate, gift, trust, and fiduciary income tax returns.
- Perform and review fiduciary accounting and trust administration engagements.
- Research and resolve complex tax and estate planning matters.
- Serve as a primary point of contact for clients and manage ongoing relationships.
- Collaborate across departments to deliver comprehensive client solutions.
- Stay current on tax laws, professional standards, and industry trends.
- Manage budgets, billing, invoicing, scheduling, and engagement tracking.
- Maintain accurate time entries, CRM records, calendars, and CPE compliance.
- Communicate project status proactively and escalate issues as needed.
- Contribute to new projects and support team initiatives.
Microsoft OfficeCRM