• Successfully prepares challenging and complex federal and state tax returns primarily for individuals, partnerships, trusts, and corporations.
• Prepare, review and organize tax information so it can be easily interpreted by a reviewer or client.
• Recognize, anticipate and resolve tax issues; make recommendations to management team.
• Seeks guidance and feedback from more senior employees as needed to limit rework by producing quality deliverables on the first attempt.
• Effective prioritization of work based on deadlines and commitments; meets those deadlines and commitments by meeting productivity and efficiency standards.
• Exceeds internal and client expectations by producing quality work, quick turnaround, and attentive services.
• Assists in the development of other team members by taking the time to teach and share information and skills that are critical to their current and future work; makes oneself available to answer questions and is responsive.
• Working with tax managers and directors on how to build, develop, and maintain positive client relationships by providing timely and unmatched client service while exceeding client expectations.
• Working with tax managers and directors on how to deliver comprehensive, long-term tax strategies and consulting services.
• Working with tax managers on how to accurately scope a new project and construct a fee estimate/budget.
• Beginning to participate in the proposal process for potential new clients including the development of strategic tax planning.
• Facilitates cross-communication between staff members who serve the same client.
• Promote firm services to existing and prospective clients.
• Effectively navigate various software programs and tools used by the firm.
• Perform other duties as needed.

Senior Tax Associate

Senior Tax Manager

Tax Manager

Associate Tax Developer

Senior Indirect Tax Analyst