Job Description

Duties and Responsibilities:

• Prepare complex individual and business tax returns.
• Review all levels of tax returns prepared by others and provide clear review notes.
• Identifies tax issues and opportunities on complex tax returns.
• Uses research tools as appropriate to answer questions during tax planning assignments.
• Collaborate with Managers or Partners to develop innovative tax strategies.
• Provide leadership by training, directing, and supervising junior staff.
• Maintain positive ongoing relationships with clients and their team of advisors.
• Assist in developing innovative solutions for clients and firm.
• Prepares routine correspondence to clients, taxing authority agents, and other third parties as directed.
• Participates in local civic, charitable, business, and other organizations.
• Performs other duties as assigned.

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