Review monthly financial and tax documents for accuracy and completeness Manage and mentor team members, ensuring high-quality output and professional development Handle complex client communications, responding to inquiries within 24-hour window Coordinate and support special projects, including audits and process optimization Work cross-functionally with leadership to align team efforts with broader business goals Identify and recommend improvements in workflows, systems, or documentation Execute specialized projects including client audits and advanced tax implication research Develop and implement process improvements to enhance team efficiency Collaborate with leadership to support strategic business objectives