- Manage client relationships across tax planning, compliance, and consulting, serving as a primary point of contact.
- Review complex returns for corporations, partnerships, individuals, trusts, and estates across federal, state, and local jurisdictions.
- Deliver proactive tax planning, identify tax-saving opportunities, and advise clients on legislative impact.
- Manage, mentor, and develop tax professionals by providing clear expectations and practical feedback.
- Review work to ensure accuracy, quality standards, and adherence to deadlines.
- Identify opportunities for practice growth and service expansion.
- Contribute to process improvements and risk management for the practice.
Client relationship management