JOB DESCRIPTION

• Manage the preparation and review of complex tax returns, including individual, corporate, partnership, and trust returns. Ensure compliance with all applicable tax laws and regulations. Ensure assigned tasks and responsibilities are achieved.
• Collaborate with clients to develop effective tax strategies that minimize their tax liabilities while maximizing their financial goals. Provide guidance on tax implications related to business transactions, investments, and estate planning.
• Cultivate and maintain strong relationships with clients, acting as their trusted advisor on tax matters. Serve as the primary point of contact for clients’ tax-related inquiries and provide timely and accurate responses.
• Manages the assignment budget and profitability in their area of responsibility in partnership with the firm administrator. Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability and prepares billings and assists in collections.
• Lead and mentor a team of tax professionals, providing guidance, training, and support. Review their work to ensure accuracy and compliance with tax laws and regulations.
• Successfully builds, directs and maintains a motivated and empowered work team in partnership with the firm administrator. Advises, coaches and supports team members including providing consistent recognition and encouragement to team members to increase retention and utilization.
• Stay up to date with the latest tax laws, regulations, and industry trends. Conduct in-depth research and analysis to identify tax planning opportunities and potential risks for clients.
• Implement and maintain rigorous quality control processes to ensure the accuracy and consistency of tax deliverables. Perform regular reviews of tax workpapers, calculations, and documentation.
• Continuously evaluate and improve tax processes, leveraging technology and automation to enhance efficiency and accuracy. Develop and implement best practices to streamline tax operations.
• Collaborate with partners and other team members to identify and pursue opportunities for expanding client engagements. Participate in business development activities, such as proposal preparation and client presentations.
• Identifies client needs/opportunities to sell additional value added services.
• Works in consultation with the team lead to anticipate project issues, assesses alternatives and takes appropriate measure to resolve assignment issues.