Responsibilities:

Oversee the preparation and completion of tax returns for both individual and business clients, ensuring accuracy and timely delivery.
Coordinate audit and review engagements from planning through final reporting, maintaining quality standards throughout the process.
Guide client assignments across tax planning, compliance, research, and advisory work while managing each phase effectively.
Produce organized tax workpapers and supervise filings and related projects for for-profit, not-for-profit, and individual engagements.
Develop project timelines and set realistic budgets for tax and audit work to support efficient execution.
Coach and support entry-level team members by providing training, feedback, and day-to-day guidance within a collaborative team setting.
Serve as a trusted client contact by answering questions, offering practical recommendations, and fostering strong working relationships.
Monitor multiple priorities and deadlines independently while communicating progress clearly to clients and internal stakeholders.

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