• Review prepared tax returns for individuals, businesses, partnerships, or trusts, checking for errors or discrepancies, and ensuring that all necessary documentation is included.
• Provide guidance to tax preparers on tax matters and act as a technical resource for complex tax questions.
• Frequently interface with client personnel to review and apply accounting and tax principles.
• Contact clients by phone or email to gather necessary information.
• Review files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates.
• Obtain proper filing extensions when necessary.
• Perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience.
• Perform all work in compliance with the firm’s policies and procedures.
• Maintain technical tax skills through on the job training and participation in internal tax training sessions.
• Conduct complex tax research and continue to abrest of current tax laws and regulations.
• Assist clients with tax planning and business strategy.
• Provide training and supervision to junior family members.

Seasonal Tax Reviewer

Tax Manager – Agency Support

Tax Managing Director – Transfer Pricing

Tax Managing Director – International Indirect Tax

Tax Supervisor – R&D Credits

Transaction Tax Partner