- Serve as the primary client contact across tax, audit, and assurance engagements
- Review complex tax returns including corporate, partnership, trust, estate, and LLC filings
- Provide technical expertise in tax law, compliance, and planning strategies
- Utilize UltraTax (or similar) to review and manage tax engagements at a high level
- Lead assurance and accounting engagements, applying GAAP and governmental (GASB) standards
- Oversee client accounting functions and take ownership of ongoing books and financial reporting
- Review work prepared by senior and staff accountants, ensuring accuracy and quality control
- Supervise and mentor team members, supporting development and performance
- Act as a front-line leader in managing and growing the firm’s book of business
- Partner with leadership to improve processes and support practice growth
Microsoft Excel