- Manage and review a broad range of tax engagements spanning individuals, corporations, partnerships, trusts, and nonprofit organizations
- Prepare and review tax returns and supporting client data in accordance with firm policies, procedures, and quality standards
- Review accounting data and financial statements while adhering to budget and engagement guidelines
- Identify and research tax-related questions, including opportunities for tax savings and planning strategies
- Serve as a primary client contact, maintaining direct communication and building trusted advisor relationships
- Supervise, train, and mentor 2–3 direct reports, including senior accountants and less experienced staff
- Stay current on federal and state legislative changes and assess their impact on client engagements
- Assist team members with client management by gathering tax information, researching issues, and recommending business and process improvements
- Collaborate with firm leadership on engagement execution, process improvement, and maintaining the firm’s reputation for technical excellence
Client relationship managementTeam management