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Job duties include but are not limited to:

·       Assume full responsibility to prepare & review all types of returns (individuals, corps, partnerships and/or trusts & estates)

·       Successfully manage and maintain client relationships

·       Utilize heavy research skills (using tools such as CCH, XCM, and RIA)

·       Assist Partners in strategic tax planning

·       Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

·       Provide oversight and direction to a team of tax staff accountants in the delivery of tax services.

·       Active involvement in client business development


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