Serve as Engagement Manager for planning, execution, and billing Review complex individual, partnership, S and C corporate tax returns, nonprofit, and trust returns Experience with family offices, UHNW and HNW, real estate, QOZ Monitor client engagements against budget and communicate schedule adjustments Analyze complex client transactions to identify and resolve potential issues Manage communication with staff and clients Identify opportunities to increase services Provide outstanding client service Develop team member's technical skills and encourage professional growth